In The News

7 Steps For Millennials Who Want To Become Rich Retirees
Investor’s Business Daily, July 28, 2017

30 Under 30, Part 1: Young Life, Health and Annuity Stars
ThinkAdvisor, July 23, 2017

8 Tips For Millennials Tackling Student-Loan Debt
Investor’s Business Daily, July 21, 2017

How to take a vacation without falling into debt
CBS, July 19, 2017

When you should – and shouldn’t – tap your Roth IRA early
Seattle Times, July 18, 2017

Common Questions Asked About Social Security
Nasdaq, July 12, 2017

Should Retirees Have Life Insurance?
Wall Street Journal, July 5, 2017

Investors: 4 Smart Stock Moves to Make Now
Time.com, June 29, 2017

Retirement Navigating Medicare Enrollment: Guiding Clients through the Medicare Maze
ThinkAdvisor, June 14, 2017

Retirement Investing Goals for Your 20s, 30s, and 40s
U.S. News, May 30, 2017

Smart Ways to Spend Your Tax Refund
ConsumerReports, April 24, 2017

‘Tis the Season: FAQs for tax preparers (3 of 3)
North State Journal, April 12, 2017

Social Security’s Projected Shortfall: An Age-by-Age Guide for Planning
TDAmeritrade Ticker Tape, March 30, 2017

‘Tis the season: FAQs for tax preparers (1 of 3)
North State Journal, March 29, 2017

5 Foolish Money Mistakes to Avoid
U.S. News, March 29, 2017

11 Secrets You Need to Tell Your Financial Adviser
WiseBread, March 28, 2017

How to juggle financial goals when you’re starting out
CNBC.com, March 13, 2017

4 ways to bridge the $12 trillion life insurance gap
ThinkAdvisor, February 2, 2017

How widows can avoid a cash crunch after the death of a spouse by planning ahead
Bankrate, January 10, 2017

This is the shocking amount it will cost you to raise your child
MarketWatch, January 19, 2017

5 Tips That Will Make You A Better Investor In 2017
Forbes, December 14, 2016

5 ways to make the last 10 years before retirement count
USA Today, November 28, 2016

Think outside the box when seeking clients
On Wall Street, November 4, 2016

Give your health-care coverage a checkup before retirement
CNBC.com, October 26, 2016

“State of Medicare” Town Hall with Hans Scheil (video)
October 18, 2016

Five 401(k) Mistakes You Can’t Afford to Keep Making
Yahoo! Finance, September 13, 2016

Long-Term Care Needs Planning Before It’s Too Late
Cary Citizen, August 26, 2016

5 Steps to Intervene When an Elderly Relative Needs Help
U.S. News, July 29, 2016

The One Big Advantage of a 457 Retirement Account
Money, July 8, 2016