MEDIA

April 07, 2022 - VIA Magazine: 10 Ways to Spring Clean Your Finances

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February 15, 2022 - U.S. News & World Report: Do You Need a Financial Advisor or Accountant?

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February 10, 2022 - U.S. News & World Report: 13 Long-Term Investing Strategies Advisors Love

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October 25, 2021 - Barron's: Where to Move Is a Complex Question for Single Retirees. How Advisors Can Help.

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October 4, 2021 - Kiplinger's Personal Finance: A Simple Portfolio Is All You Need

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August 31,  2021 - U.S. News & World Report: 5 Best Income Funds for Retirement

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June 26,  2021 - The New York Times: Here's What You Need to Know About the Child Tax Credit

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June 24,  2021 - U.S. News & World Report: Can You Pay Property Taxes with a Credit Card?

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June 3, 2021 - Barron's: COVID Created More Boomerang Kids. Advisors Are Helping Clients Show Them the Door

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May 28, 2021 - Forbes: What is Fiscal Policy?

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May 17, 2021 - Money: What If I Forgot to Do My Taxes? And Other Urgent Tax Day Questions, Answered

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May 14, 2021 - U.S. News & World Report: Questions to Ask Your Advisor During Volatile Markets

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May 3, 2021 - Forbes: Surprise! PPP Loan Forgiveness May Not Be Tax-Free for Everyone

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April 14, 2021 - Bankrate: Life Insurance for Generation X

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April 9, 2021 - Forbes: What is a Certified Public Accountant?

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April 2, 2021 - Real Simple: How to Improve Your Credit Score Post-Pandemic

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March 24, 2021 - Bankrate: How to File Taxes for the First Time

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March 22, 2021 - U.S. News & World Report: Tax Day Delayed to May 17: What You Need to Know

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March 9, 2021 - Forbes: What Are Assets?

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March 8, 2021 - U.S. News & World Report: How to Find the Best Tax Professional

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February 8, 2021 - U.S. News & World Report: 15 Self-Employment Tax Deductions

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February 8, 2021 - U.S. News & World Report: How to Choose Your Tax Filing Status

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January 21, 2021 - HuffPost: 6 Ways Your 2020 Tax Bill Could Increase Because of the Pandemic

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January 4, 2021 - U.S. News & World Report: 10 Financial New Year's Resolutions for 2021

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December 17, 2020 - Forbes: Top Ten (In Order) Ways to Spend Your Annual Bonus

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December 1, 2020 - MassMutual: Retirement Savings in Your 30s: How Much Should You Have?

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October 30, 2020 - Bankrate: 8 Scary Paths That Lead to Damaging Debt

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September 23, 2020 - U.S. News & World Report: Am I Saving Too Much for Retirement?

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September 2, 2020 - U.S. News & World Report: How to Calculate Your Net Worth

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August 18, 2020 - Forbes: How to File a Complaint About Your Insurance Company

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February 4, 2020 – Investopedia.com: Checking vs. Savings Accounts

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November 13, 2019 – U.S. News & World Report: 6 Things to Avoid to Live Debt-Free

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November 7, 2019 – Next Avenue: Upsizing in Retirement: Going Against the Grain

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October 2, 2019 – U.S. News & World Report: 6 Monthly Expenses to Budget For

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September 23, 2019 – GoBankingRates: How to Retire, According to Suze Orman, Dave Ramsey and 8 Other Experts

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August, 21, 2019 – U.S. News & World Report: Ways to Increase Social Security Disability Checks