In The News

GOP tax reform: Top year-end tips for taxpayers
Fox Business, December 18, 2017

GOP tax reform: time to ditch your 401(k) account?
Fox Business, December 12, 2017

Ask Brianna: how Do My Finances Compare With my Peers?
NerdWallet, December 11, 2017

Five Financially Smart Moves With A Tax Refund.
Investor’s Business Daily, November 22, 2017

Pick the wrong medicare drug plan and the cost will shock you.
CNBC.com, October 24, 2017

Watch out where you get help with buying a house.
CNBC.com, October 22, 2017

If you miss this Medicare deadline, it could hurt your health.
CNBC.com, October 10, 2017

The Military Hopes to Spur Savings With a New Retirement Plan.
Wall Street Journal, October 8, 2017

Ready to talk End-Of-Life With Clients?
Investor’s Business Daily, September 25, 2017

Expect Medicare to cover assisted living? Think again.
WRAL.com, September 16, 2017

How an IRA Can Help Pay for Long-Term Care.
Investopedia, August 29, 2017

Shoring Up Clients’ Social Security knowledge Part 2: Maximizing Retirement Income.
ThinkAdvisor, August 20, 2017

4 Ways Baby Boomers Can Prepare for Long-Term Care.
American Funds, August 17, 2017

Don’t fear a 401(k) re-enrollment notice, it’s a good thing.
CNBC.com, August 11, 2017

Should Clients Ever Collect Social Security Early?
ThinkAdvisor, August 14, 2017

Your Financial Checklist for Retiring to a New City.
YahooFinance, August 3, 2017

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

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

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