As Seen In…

As Seen In…

CBS News - 4.29.2025

Have $10,000 or more in credit card debt? Experts say to make these 4 moves now
Investopedia - 12.12.2024

Maximize Your Social Security Earnings Later By Doing These 3 Things in Your 30s and 40s
Next Avenue - 11.29.2024

Investing Tips That Are Not Too Late to Learn
Financial Planning - 9.12.2024

This auto-IRA retirement bill has hope if Democrats win the House
Financial Planning - 9.3.2024

Ask an Advisor: How to coordinate with outside professionals
Next Avenue - 9.2.2024

Degrees of Difficulty
Financial Planning - 6.26.2024

Ask an advisor: Can I take my time paying my credit card debt?
GoBankingRates - 6.25.2024

Finance Experts: 4 Money Goals We Set That Helped Us Achieve Financial Freedom
MarketWatch - 3.29.2024

Is the 3% cash-back Robinhood Gold card worth it? ‘There’s one audience this card is really good for.’
ETF.com - 3.22.2024

ETFs Seek Breakthrough in 401(k) Plans
Financial Planning - 12.29.2023

The best books for financial advisors in 2023
Bankrate - 12.1.2023

6 ways a financial advisor can help with holiday finances
Texas Tech - 11.16.2023

Personal Financial Planning Alumnus Owns and Operates Wealth Management Firm
Bankrate - 11.2.2023

6 ways a financial advisor can help with holiday finances
GoBankingRates - 9.16.2023

6 Financial Emergencies Where It’s OK To Withdraw From Your Retirement Savings
ETF.com - 09.05.2023

Student Loans Restart an Opportunity for Financial Pros
HerMoney - 8.7.2023

How To Hit The Retirement Savings Benchmarks If You Can’t Start Early.
The Penny Hoarder - 7.27.2023

Can You Use Your 401(k) to Buy a House Without Being Penalized?
ThinkAdvisor - 6.29.2023

Would You Trust Your Clients With a 401(k) Credit Card?
Financial Planning - 5.10.2023

Advisors weigh potential of 'accredited investor' law to open access to private markets
Bloomberg - 4.18.2023

Apple’s 4.15% Savings Account Marks Golden Age of Cash
Financial Planning - 3.27.2023

Ask an advisor: My clients think America has no future. What do I tell them?
ThinkAdvisor - 3.3.2023

6 Reality Checks for Wannabe 401(k) Plan Advisors
ThinkAdvisor - 2.24.2023

12 Tax-Saving Moves for Client Portfolios: Advisors' Advice
InvestmentNews - 2.18.2023

Schwab’s game plan for a TD touchdown
MarketWatch - 12.10.2022

I have $600,000 invested, but my financial adviser has only made one trade this year, and left $7,500 in cash in my Roth IRA. Is it time to get rid of him?
VoyageDallas - 11.17.2022

Hidden Gems: Meet Jarrod Sandra of Chisholm Wealth Management
Forbes - 11.16.2022

Estate Planning Basics
Financial Planning - 11.11.2022

$1.3 trillion sits in forgotten 401(k)s. Here's how advisors can help clients reclaim their money
MarkWatch - 11.2.2022

Suze Orman says there is ‘no substitute’ for making this simple money move — and it’s now more lucrative than it has been in over a decade
CBS News - 10.17.2022

Inflation bonds offer a nearly 10% return. Here's why now is the time lock in that rate.
ThinkAdvisor - 10.14.2022

3 Underappreciated Benefits of Early Retirement Savings
MarketWatch - 9.15.2022

I want a trustworthy certified financial planner who charges less than 1%. Where do I look?
MarketWatch - 9.12.2022

He’s won 18 Grammys and is worth an estimated $320 million, but Foo Fighters frontman Dave Grohl does this ‘smelly’ thing with his money (and psst: pros say you should too, with a twist)
Bankrate - 9.7.2022

Financial planning for singles: 7 top tips for 2022
CBS News - 8.22.2022

What Are The Most Common Types of Life Insurance?
Financial Planning - 7.27.2022

5 Tips for Financial Advisors Pursuing CFP Certification
Consumer Reports - 7.23.2022

When It Makes Sense to Borrow From Your 401(k)
InvestmentNews - 7.11.2022

Podcasts by the Pool: Suggestions from readers of InvestmentNews
MarketWatch - 6.29.2022

“‘It still shocks me when I look at my account.’ How financial advisers are coping with the bear market.”
ThinkAdvisor - 6.24.2022

How to Quell Clients’ 401k Balance Panic in Break Markets (slide 14)
ThinkAdvisor - 6.21.2022

What Advisors Are Telling Clients About ‘Buying the Dip’. (Slide 9)
Financial Planning - 6.2.2022

Peak Returns: The top-performing mutual funds over the past decade
Financial Planning - 6.2.2022

Refinanced student loans offer big returns — and risks
Nerdwallet - 5.26.2022

How to Pay for Summer Fun: Financing Boats, RVs and More
Policygenius - 5.20.2022

The mortgage refinancing boom is over. Here's what to do instead