proudly featured in the media


stay connected

check out our latest placements

Looking for financial advice or just want to read up in the industry?

articles & more

Click on the titles below to be re-directed to read the article!

CBS MoneyWatch: Short-Term vs. Long-Term CDs: Which is Best?

Both short and long-term CDs gave unique benefits for depositors.

TheStreet: A New Retirement Plan for Millions of Americans Ready for Something Different

U.S. Career professionals expect better from their 401(k) plans. But they're not getting it.

U.S. News and World Report: How Much a 401(k) Early Withdrawal Costs

Learn the immediate and lingering costs of taking funds from a retirement plan early.

GOBankingRates: How to Use Debt to Build Wealth

Many financial advisors and money-management coaches will encourage you to get out of debt as quickly as possible.

U.S. News and World Report: How to Conduct a Personal Finance Audit

Nobody likes to be audited, but it can pay off when you do it to yourself.

Forbes: Which States Don't Tax Retirement Income?

In this world nothing is certain except death and taxes. Nevertheless, retirees have plenty of options to ensure they pay as little as possible when it comes to the latter.

Barron's: For Financial Pros, Working With Family Members Isn't Easy

The advice never to mix business with pleasure often flies out the window when it comes to family members of financial advisors asking to become clients.

CNBC: These are the Assets Investors are Turning to for Protection in the Market's Latest Rout

Hedging instruments and safe havens are in the spotlight as stock and bond prices suffer.

U.S. News and World Report: How to Choose a Financial Advisor

Financial advisors are everywhere. The challenge is how to pick the right financial advisor for you.

WDIV-TV Local 4+: Financially Preparing Your Kids

Ron sits down with Tati Amare to discuss how to financially prepare young adults.

Finance of America Reverse: What a Bear Market Means for Retirees

Retirees and those nearing retirement are facing a slew of new financial challenges as their dollars stretch thinner amid a boom in living costs, inflation, and other economic pressures.

Forbes: Pros and Cons of Annuities

Annuities are a great way to secure guaranteed income as part of your retirement plan. Like any other retirement savings tool, annuities come with advantages and disadvantages.

U.S. News and World Report: 16 Things to Do When You're Deep in Debt

Here are 16 tips for paying off your debt, whether you're burdened with credit card payments, student loans, car payments, all three or more.

U.S. News and World Report: How to Retire During a Recession

Look at your savings and think about work options before moving into retirement.

U.S. News and World Report: How to Unretire

Think about your income, health and Social Security before heading back to work.

U.S. News and World Report: A Guide to the FIRE Movement

Look at the practicalities associated with saving and retiring early before setting up a plan.

GoBankingRates: It’s Not Too Late for You To Start Investing — Take These Next Steps

It is never too late for anyone to start investing. “A very old aphorism in our industry is: When’s the best time to plant an apple tree? 50 years ago....

AARP: 6 Things You Should Know About Compulsive Spenders

How to recognize the signs and find help for shopaholics.

GoBankingRates: 8 Simple Ways for People in Their 20s Begin Saving Now

Saving money is the one of the most important steps anyone can take toward securing their finances.

U.S. News and World Report: How 2022 Tax Code Changes May Affect Financial Advisors' Clients

Further congressional action may result in even more modifications, advisors warn.