Other Publications

Articles:

3 Financial Steps to Take After a Natural Disaster – Posted 8/31/17 

3 Lessons From the Greek Debt Crisis – Posted 8-6-15 

4 New Federal Regulations That Could Impact Your Finances in 2017 (www.magnifymoney.com) Posted – 01-02-2017 

4 Ways to Stop Your Spouse From Overspending – (www.wisebread.com – posted April 28, 2014) 

5 Signs It’s Time to Buy a Home – (The Street – posted Aug 21, 2014) 

5 Signs It’s time to stop renting and buy a home – (businessinsider.com – posted Aug 20 2014) 

5 Things Financially Reckless Young People Say – (foxbusiness.com – posted March 25 2015) 

5 Things Financially Reckless Young People Say – (www.money-rates.com – posted March 20, 2015) 

5 Ways to Teach Your Teen Responsible Card Use – (CreditCardGuide.com) 

8 Millionaire Money Tips for the Rest of Us – (www.usnews.com – posted Jan 29 2016) 

8 Tips Financial Advisers Give Their Richest Clients That Anyone Can Use – (www.businessinsider.com – posted Feb 4 2016) 

9 Ways to Pay Off Student Loans Before Your 30’s – (www.philly.com – posted Aug. 13, 2015) 

10 Reasons New Investors Should Enter the Market – (usnews.com – posted Sept. 14,2015) 

10 Ways You Can Invest Like Donald Trump – (www.money.usnews.com – posted March 31 2016) 

15 Steps to Paying Off Your Student Loans – (www.gobankingrates.com – posted June 20 2016)

15 Ways to Retire Early – (huffingtonpost.com – posted June 21 2015) 

31 Reasons You Need a Financial Planner 

31 Ways Financial Planners Can Make You Richer

A Guide to Evaluating HSA Custodians – (www.investopedia.com – posted Feb 18 2016 ) 

A Guide to Refinancing or Consolidating Your Student Loans – (www.usnews.com – posted May 5 2016) 

A Question of Premium – (money.usnews.com – posted Aug.14,2015) 

Adapting your medical practice to the demands of ….. (medicaleconomics.modernmedicine.com – posted Feb 24 2013) 

Advisors Go Paperless for Efficiency and Growth – (www.financialadvisoriq.com – posted July 28 2015) 

Americans take a vacation from U.S. Stocks (CNN Money) 

Any Benefit of Weekly Home Mortgage Payments – (foxnews.com – posted Aug 31 2015) 

Any Benefit of Weekly Home Mortgage Payments – (wsj.com posted Aug 26 2015) 

Appraisals aren’t keeping up with rising home prices (www.nationalmortgagenews.com – posted March 1, 2017) 

Are Robo-Advisor Programmers Fiduciaries – (www.fa-mag.com – posted Nov 16 2015) 

Are Students Choosing The Best College Or The One With The Best PR Campaign – (www.goodcall.com – July 8 2016) 

Are you paying too much on your electric bill – (www.wtnh.com – posted April 21 2016) 

Area experts weigh in on 2015 stock market trends – (The Bristol Press – posted Jan 31 2015) 

As mortgage rates fall to 7-month low, it may be your chance to refinance (www.bankrate.com – posted June 7, 2017) 

Building True Relationships with Participants – (Plansdvisers.com – Posted 2-19-14)

Buy, Sell, Panic, Experts weigh in on market turmoil – (New Britain Herald- Posted Aug. 24, 2015)

Can Trump bolster Connecticut’s manufacturing sector – (www.connecticut.crains.com – posted Nov 11 2016)

Cash Flow Forecast What Happens When You Get It Wrong, How to Get It Right – (www.openforum.com – posted Oct 21 2015) 

College Costs Increase While State Funding and Student Borrowing Decline – (www.goodcall.com – posted Dec 9 2015) 

Could Fake News Affect Your Finances – (www.usnews.com – posted Feb 28 2017) 

Credit Card Debt in U.S. Falling, But Still Very High – (ibtimes.com – posted Aug 19 2013) 

Decreasing Debt Here’s the Secret – (mainstreet.com – posted Feb 18 2014) 

Don’t Assume Your Clients Are Keeping Up With You (www.financialadvisoriq.com – posted June 30 2017) 

Dow Climbs Most for Week Since September – (bloomberg.com – posted Dec 2013) 

Educating Homebuyers Confronting a Rare Double Threat (www.nationalmortgagenews.com – posted March 1,2017) 

Experts Advise Investors to Accept Short Term Volatility 

Experts Cautiously Optimistic About Reverse Mortgages (CNBC – posted Nov. 18, 2014) 

Experts Still Uncertain on Interest Rates – (www.planadviser.com – posted Sept 2 2015) 

Fed Minutes Show Housing Worries – (thehill.com – posted May 21 2014)

Finding Your Financial Way After Graduation – (www.chase.com – posted April 8 2016) 

Foundations 

Four ways to stop your spouse from overspending – (csmonitor.com – posted May 6 2015) 

From Spender to Saver to Investor – (wsj.com – posted June 22 2014) 

Game plans for avoiding bad-credit stereotypes – (www.creditcards.com – posted Dec 16 2015) 

Giving or Getting 

Government Shutdown and Financial Collapse – (www.mainstreet.com – posted Oct 2 2013) 

Here Comes Santa Claus, The Truth About Year-end Rallies – (CNBC) 

How Boomers Can Avoid Going Bust in Retirement – (usnews.com – posted May 13 2015) 

How Boomers Can Avoid Going Bust in Retirement – (yahoofinance.com – posted May 13 2015) 

How the Rich Renovate – (www.wsj.com – posted April 13 2016) 

How to Build Credit Without Credit Cards – (www.usnews.com – posted Sept 3 2015) 

How to Decide Whether You Should Remodel or Move 

How to Fund a Down Payment 

If I Knew Then 

Invest Your Way to a $1 Million Nest Egg – (US News – Posted 2-4-15) 

Investors Beware of the Sleeping Bear – (www.money.usnew.com) 

Investors Must Refrain From Market Timing to Avoid Pitfalls – (mainstreet.com – posted Dec 18 2014) 

Is this Really the end of the Sub-4 Mortgage Rate (www.bankrate.com) – posted March 10 2017) 

Is Your Home a Sound Investment – (USNews.com – posted April 15, 2015) 

Jumbo Home Rates Dip Below 30 – (www.bankrate.com – posted Sept 1 2016) 

Keeping Secrets From Your Financial Adviser Affects Your Retirement 

Keeping Good Debt Can Net You More Money -(MainStreet.com – posted July 14 2014)

Many Americans don’t expect to ever retire (USA Today)

Monthly Approach Can Make Sure You Retire With Enough Cash (Main Street – Posted 2-6-15) 

Mortgage Rates Continue to Soar – (www.bankrates.com – posted Nov 15 2016) 

Mutual Fund Mergers Narrow Investors’ Choices – (Better Investing Magazine) 

New regulations that could impact your finances in 2017 – (www.wgrz.com – posted 12-28-2016) 

Oil Trends Flat Despite Big Numbers (money.usnews.com – posted May 9, 2017) 

Pensions Are Taking the Long, Lonely Road to Retirement – (www.usnews.com – posted July 20 2015) 

Protect yourself while bailing out a relative in debt – (interest.com – Sept 20 2013) 

Publications & Features – (Marketing Handout 2) 

Read This If You Don’t Have a Clue What That New Fiduciary Rule is About (www.thepennyhoarder.com – posted June 6, 2017) 

Rental Rates Rising Among Retiring Boomers – (ThinkAdvisor.com – posted April 20, 2015) 

Retirement Investors Should Plan for Rising Interest Rates – (www.plansponsor.com – posted Sept 3 2015) 

Retirement-Wary Small Business Owners Are Ripe For Advice (www.financialadvisoriq.com – posted 03-24-16) 

‘Running of the Bulls’ May Come to an End – (The Bristol Press – posted Oct 4 2014) 

S&P 500 Gains for Third Day on Earnings, Economic Data – (bloomberg.com – posted April 16 2014) 

Savings rate drops back below 5% – (interest.com – posted Dec 12 2013) 

Should You Borrow Money From a BDC Instead of a Bank 

Small Business Succession Planning – (wsj.com – posted Nov 8 2013) 

Student loan debt dealing with a massive burden – (www.westfaironline.com – posted Nov 15 2016) 

The 10 Mistakes Keeping You From Your First $1 Million – (www.cheatsheet.com – posted Feb 13 2017) 

The 20 Fears Keeping You From Getting Rich – (www.businessinsider.com – posted Aug. 2 2015) 

The Best IPOs of 2015 

The Best Way to Sell a Valuable Tool Collection – (www.wsj.com – posted 01-20-16) 

The Ideal Retirement Age, and Why you won’t retire then – (U.S. News and World Report – posted May 12 2014) 

The New Wage You Need to Earn to Put Yourself Through College – (www.onlinecolleges.com – posted Aug 6  2015) 

The Valuable World of Value Investing – (www.money.usnews.com – posted July 27 2016) 

Timing is Everything When Adding New Advisers 

Tips to slash up to $50 off your monthly expenses – (www.wtnh.com – posted April 6 2016) 

Top 7 ways the global economy can affect you – (www.bankrate.com – Posted Sept 14 2016) 

Top money wasters eating away at your budget (www.wthn.com – posted April 27, 2017) 

US investment balances skyrocketing to historic highs – (www.nypost.com – posted Oct 12 2013)

Wall Street Journal Succession Planning 

Wealth Adviser Daily Briefing – (www.wsj.com – posted -012116) 

What Bills Should You Pay First – (mainstreet.com – posted April 6 2014) 

What to buy in April, What not to buy – (www.wtnh.com – posted March 31 2016) 

What to Do If Someone You Care About Has a Gambling Addiction – (www.money.usnews.com – posted Oct 1 2015) 

What’s Your Debit Card Style – (www.creditcardguide.com – posted Aug 12 2015) 

When a Personal Loan is Your Second Choice – (www.bankrate.com – posted April 29 2016) 

When Is It Good to Be A Naïve Investor – (www.MainStreet.com – posted Nov 19 2015) 

Why Cutting the Mortgage Interest Deduction Is No Longer a Third Rail – (www.nationalmortgagenews.com – posted Oct 7 2016) 

Why It’s Important To Refinance Now – (www.bankrate.com – posted 12-21-2016) 

Why Some Seniors Upsize in Retirement – (www.massmutual.com – posted 12-23-2016) 

Why the 17,000 Dow is bound to crash – (nypost.com – posted July 5 2014) 

Will Rising Interest Rates Hurt Stocks – (www.yahoofinance.com – posted Aug 31 2016) 

Your Parents Could Give Good Financial Advice – (mainstreet.com – posted on May 7 2014) 

You’re getting a 2.9% raise next year (MarketWatch.com – Sept 5 2013) 

You’re saving $550 on gas. Save or spend it. (CNN Money)