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Published Articles

September 10, 2019

Forbes.com
"The Allowance Ship Has Sailed: Keeping Your Grown Children From Sinking Your Retirement Plans"

Your children have grown up and graduated from college. They’re doing the “adulting thing,” as they may say. No longer paying tuition—if you were footing the bill—is a financial relief in itself, but here are more steps you should take to make sure your adult children don’t jeopardize your retirement plans.

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August 20, 2019

Forbes.com
"Reduce Your Tax Bill, Help A Charity, And Get Income For Life"

They say only two things in this life are certain: death and taxes. While that may be true, what if I told you that you could minimize your tax bill while you’re alive and contribute a meaningful donation to your favorite charity after you die?

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August 6, 2019

Forbes.com
"A Solution To The Student Loan Crisis May Be On The Horizon"

Many solutions have been discussed—from full loan forgiveness to tuition payment plans to simple tough love—but few steps have been taken to lower the student loan burden that’s crushing the (mostly) millennial generation.

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July 16, 2019

Forbes.com
"Are New Financial Regulations In Your Best Interest?"

Across the country, laws that regulate how and why a salesperson can sell you a financial product (insurance, stocks, financial plans, etc.) are changing in attempt to protect consumers. Here’s everything you need to know so far.

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July 9, 2019

Forbes.com
"Setting Up Our Kids For A Successful Retirement"

Babies don't stay babies for long. What can you do now to set your kids up for a successful retirement?

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July 2, 2019

Forbes.com
"How Life Insurance Can Help You Plan For Retirement"

Don't have life insurance? Find out how taking out a policy now can help you in retirement.

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June 25, 2019

Forbes.com
"The Job-Jumping Generation: Mistakes Millennials Are Making When Changing Jobs"

Switching jobs? Here's how to avoid mistakes that could cost you in retirement.

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June 20, 2019

Forbes.com
"How Upcoming Changes To Retirement Savings Laws Will Affect Your Financial Future"

There is a new bill being discussed in Congress called the SECURE Act. Whether in its current state or a newer version, this multi-faceted and bi-partisan plan is likely to pass in the near future. What are the likely terms of the SECURE Act and how might it affect your financial future?

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June 18, 2019

Forbes.com
"The Next Bear Market Is Coming: Is Your Retirement Portfolio Ready?"

With a bear market likely on the horizon, make sure the choices you’re making align with how long you have until retirement. At 25, you shouldn’t be making the same decisions as your parents at 60 or vice versa. Here are ways you can plan according to your current situation.

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June 11, 2019

Forbes.com
"Three Ways To Turn Savings Into Retirement Income"

If you’re nearing retirement age, you most likely have a nice little nest egg you’re sitting on that will act as your income once the paychecks stop rolling in. But how do you take that money and turn it into income that will last throughout your retirement?

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June 4, 2019

Forbes.com
"Getting What You Need From A Financial Advisor"

The truth is, “financial advisor” is an umbrella term, but not every advisor has the same expertise or is trained to handle exactly what you need. Make sure you understand exactly what you're looking for so you know which of these experts can help you.

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May 28, 2019

Forbes.com
"Help Needed?: Why You Should Seek A Financial Advisor"

In a Do-It-Yourself society, we often try to avoid asking for help because “we got this.” But when it comes to your financial future, the consequence of DIY retirement planning could be a lot worse than a bathroom remodel gone wrong.

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May 21, 2019

Forbes.com
"Ask A Financial Advisor: Who Are Your Typical Clients?"

Choosing a financial advisor should not be based only on who they are, but also on who they work with. Asking these key questions can help you determine how you fit in with an advisor's client roster.

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May 14, 2019

Forbes.com
"Fixing Social Security Is Easy (If You're Not Running For Office)"

The failure and insolvency of the Social Security system seems inevitable if elected officials won’t take steps to prevent it. But there are easy ways to fix the system before it goes under completely.

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May 7, 2019

Forbes.com
"Ask A Financial Advisor: Are You Part Of A Team?"

When you’re interviewing potential financial advisors, there are a lot of questions you’ll want to ask to make sure you’re choosing the right advisor for you. One very important question to ask is this: Do you have a team? Here's why.

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May 1, 2019

Forbes.com
"Ask A Financial Advisor: How Often Will We Meet Together?"

Understanding what level of communication you should expect from your financial advisor will be important as you move forward in the professional relationship, so one of the questions you need to ask each advisor you’re considering is this: How often will we be meeting?

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April 23, 2019

Forbes.com
"Financial Planning 101: Where Do I Start?"

When you’re looking for a financial advisor, be prepared to ask questions so you know what to expect and if the advisor is right for you. These questions will guide you through the process and help you choose your perfect match.

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April 16, 2019

Forbes.com
"The Cost Of Financial Independence: How You Pay Your Advisor"

Financial advisors and planners don’t all conduct business exactly the same way. Being individual people, they each have their own philosophy, their own experienced-based opinions and their own way of charging you for their expertise. Here are the five common ways that advisors will be paid.

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April 9, 2019

Forbes.com
"You're On Your Own: Rethinking Your Retirement Income Sources"

The classic model of retirement income is the three-legged stool: the largest chunk comes from your pension, then your Social Security. Your savings only needed to account for about 10% of your income. Throw out that idea and understand this model: you're on your own.

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April 5, 2019

Forbes.com
"So You Think You Should Downsize"

As an empty nester with children who have grown up and started their own families, and a retiree with less of a steady income, downsizing your living arrangements may be something you need—and want—to do. Here are a few things you should and should not do when thinking about downsizing.

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April 2, 2019

Forbes.com
"From Diapers To Daycare: Financial Planning For Growing Families"

Having kids will likely be the best gift you ever give yourself—and also the most expensive. Be sure to consider the costs that will continue to add up as your kids grow into teenagers and adults. Here are some of the financial considerations to think about when growing your family.

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March 26, 2019

Forbes.com
"Getting Married? It's Time To Plan For Retirement"

Planning for a marriage doesn’t end at the wedding planning. You’re no longer planning your finances independently. Making sure you're prepared to retire as a couple means starting to think about your financial situation even before you put on the rings.

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