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A rolling sample. The complete archive of press mentions, quotes, and personally written contributed articles live on Muck Rack and Qwoted (linked below).
The 7 RMD Tax Traps Waiting for You in Your 70s — and How to Start Disarming Them in Your 60s
Kiplinger · RMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.
Read on Kiplinger6 Food Waste Apps to Trim Your Grocery Bill
AARP · Rising food prices are squeezing wallets. These tools offer a creative way to save money.
Read on AARP'Trickery and fine print.' I got denied a $1.5K bank bonus. How do I get the money I'm owed?
MarketWatch · Getting denied a bank bonus isn't a dead end. Financial advisers explain how to bypass customer service, leverage regulators and avoid fine-print traps.
Read on MarketWatchThe Fed just held rates steady. Is it time to lock in a 4%+ CD?
MarketWatch · The Federal Reserve just held interest rates at 3.5% to 3.75% again. Is now the time to lock in a certificate of deposit, while plenty of them are still paying 4% APY and up?
Read on MarketWatchThe Hidden Catch Behind $50 GLP-1s on Medicare
Kiplinger · A new Medicare initiative drops the price of popular weight-loss drugs to $50 — but the fine print could cost you thousands in the long run.
Read on KiplingerRoth conversions as early as your 20s and 30s? It's not a crazy idea.
MarketWatch · Most people don't get a break in their tax rate until they retire, but there could be earlier opportunities
Read on MarketWatchSuze Orman warns of a 401(k) match error costing workers
The Street · Suze Orman warns married couples who don't coordinate 401(k) contributions miss out on $757 a year in employer matches. See how to fix the gap.
Read on The StreetWall Street Wants Alternatives in 401(k)s. Advisors Aren't Convinced
Daily Upside · Private market investments are becoming more accessible inside retirement plans, but advisors remain skeptical about whether alternatives and crypto belong in 401(k)s.
Read on Daily UpsideAARP resists fast track Social Security overhaul
The Street · AARP urges Congress to reject the PROMISE Act, a bipartisan bill that fast-tracks Social Security reform through an unelected panel with limited debate.
Read on The StreetHow Real People Are Making Sense of Crypto
Investopedia · For many would-be investors, cryptocurrency interest starts with a very human feeling: fear of missing out on the next big thing.
Read on InvestopediaStill waiting for the free $1,000 to hit your child's 'Trump account'? Here's what to know.
MarketWatch · Around $1.5 billion has been deposited into the accounts since their launch earlier this month, the Treasury Department said.
Read on MarketWatchShould You Lock In a MYGA Rate Before the Fed Meets?
Annuity.org · MYGA rates near 6% have savers eyeing the July FOMC meeting. Here's why timing a MYGA around Fed moves is riskier than it looks, and what actually matters.
Read on Annuity.orgTrump Imposes 50% Tariff on Canadian Goods. Here's What Will Cost the Most
US News & World Report · For consumers, the biggest impact is expected to fall on products tied to three industries: automotive, dairy and alcoholic beverages.
Read on US News & World ReportAmericans have $2.1 trillion in forgotten retirement savings. Here's how to find out if you're missing a 401(k)
MarketWatch · Americans have forgotten about a staggering $2.1 trillion in retirement savings, representing roughly 31.9 million lost 401(k) accounts. This amount has nearly doubled over the past decade, according to a report from Capitalize.
Read on MarketWatchAre You Making These Compliance-Related Annuity Mistakes?
ThinkAdvisor · Failing to understand a client's needs and not documenting why the product is suitable are just two concerns, advisors say.
Read on ThinkAdvisorWe Gave AI Chatbots 5 Financial Challenges. Here's How They Did
Kiplinger · We tested AI chatbots on five real-life financial challenges and compared their advice with guidance from human financial planners.
Read on Kiplinger8 Expenses That Quietly Disappear After Retirement — and Why That Matters
Kiplinger · Significant expenses, such as payroll taxes, often disappear the day you retire, so you probably won't need to replace as much of your salary as you thought.
Read on KiplingerPrepare your portfolio for inflation risk with these moves
CNBC · Recent economic data shows pricing pressures are starting to cool, but inflation could still be a risk as hostilities in the Middle East reignite.
Read on CNBCPriced-out young buyers are looking abroad for their first homes
Reuters · One 32-year-old explains how buying abroad helped her get on the property ladder without taking on a crushing mortgage.
Read on ReutersThe 'unretirement' trap: How retirees can protect their golden years from inflation
MarketWatch · Rising costs and longer life expectancies are forcing some seniors back into the workforce. Financial planners share five core strategies to rebuild confidence and stay retired.
Read on MarketWatchCyberattacks are down — why that's bad news for financial firms
Financial Planning · SonicWall's mid-year report found attack volumes falling across financial services, but threat actors are becoming more selective, more patient, and harder to detect.
Read on Financial PlanningBipartisan senators target Social Security's shortfall
The Street · The clock is ticking on a problem Washington keeps postponing.
Read on The StreetAARP Smart Guide to Estate Planning
AARP · How to ensure that your final wishes are honored
Read on AARPAI vs. robo advisers: How they stack up against each other — and human financial advisers
MarketWatch · Robo advisers are getting smarter as AI capabilities increase — but how much control are investors willing to hand over?
Read on MarketWatchCan mortgage rates fall without another Fed rate cut? Here's what experts think
CBS · Mortgage rates could fall, but they could also rise or remain the same, regardless of the Fed's policy rate decisions. Experts explain the factors influencing mortgage rates today.
Read on CBSVanguard, Envestnet Team Up to Curb Tax Risks on Model Portfolio Conversions
Daily Upside · Envestnet and Vanguard are expanding their partnership to tackle one of the biggest obstacles to broader adoption of model portfolios: the tax bills that can come with moving longtime clients into them.
Read on Daily UpsideA New Custody Rule Is on the SEC's Agenda. Here's What to Know.
ThinkAdvisor · The agency plans to issue a proposed rule that would address questions raised by advisors about holding crypto.
Read on ThinkAdvisorHow to Help Clients Fund the Retirement Life They Truly Want
ThinkAdvisor · The gap between what clients say they want and what they need is where most retirement conversations go wrong.
Read on ThinkAdvisor7 Signs You Are Financially Ready to Retire Even if You Don't Feel Ready
Kiplinger · Retirement readiness is more about data than feelings. Focus on the hard numbers, your savings, income and debt, to determine whether you're truly prepared.
Read on KiplingerRetirees have questions for financial advisers. Here's what they want to know.
Yahoo Finance · Increasingly, retirees are turning to financial advisers for the first time to help navigate an array of issues as they step out of the workforce. Nearly half want guidance on saving and investing after leaving their workplace retirement plan.
Read on Yahoo FinanceAdvisors, Take Note: SEC Rule Revamps Are on the Way
ThinkAdvisor · The SEC released its spring Reg Flex agenda Tuesday. All items on the list are proposed rules, with custody and off-channel communications changes slated for October. The custody rule proposal is the one to watch, according to Jeff Judge of Chesapeake Financial Planners.
Read on ThinkAdvisorWhat clients miss about HSAs — and how advisors can help
Financial Planning · Health savings accounts cover a broad range of medical expenses, but the boundaries of what those tax-advantaged dollars can be spent on are not always clear. While copays, deductibles and dental work are commonly known eligible expenses, advisors say some unexpected costs, including chiropractic care, physical therapy and mental health care, often qualify.
Read on Financial Planning'Trump accounts' are great — if you're already rich
MarketWatch · 'Trump accounts' are great — if you're already rich. They're a poor deal for most other people.
Read on MarketWatch1,500 Americans filed for bankruptcy each day last year. They should have done this instead.
MarketWatch · Personal bankruptcy filings surged 47% between 2022 and 2025. Here's what you should do before deciding to file.
Read on MarketWatchWhy your insurance broker should meet your financial adviser
BBJ · An annual alignment review between the financial adviser and commercial insurance broker can catch outdated policy limits and coverage gaps before they become problems.
Read on BBJWhy State Street's SPYM Is Treasury's Top Choice for Trump Accounts
Daily Upside · A handful of products were selected for the new government-sponsored accounts, including products from Vanguard and BlackRock.
Read on Daily UpsideSpaceX IPO Left Financial Advisors With a Blueprint for the Next Mega Offerings
Barron's · With OpenAI and Anthropic waiting in the wings to go public, pre-IPO wealth planning is suddenly urgent.
Read on Barron'sHaven't Saved Enough for Retirement? Here's What Not to Do. 'It's Usually Wrong.'
MarketWatch · Financial experts on how to handle it if you started saving late and now haven't saved enough for retirement
Read on MarketWatchHow parents can take advantage of the 'best summer-camp tax break in years'
MarketWatch · For many kids, summer means camp. For many of their parents, that means financial juggling to pay for those camp experiences.
Read on MarketWatchMy pet insurance didn't fully cover a $6,000 emergency vet bill—why I'm keeping my plan
CNBC · I've had my dog for five years and one emergency vet visit has made me re-think my financial strategy.
Read on CNBCTrump Accounts Count on Big Returns. The Math Suggests Otherwise.
Barron's · Rosy projections from the Trump administration may give savers inflated expectations about the wealth-building power of the new accounts, experts warn.
Read on Barron'sThe $1,000-funded Trump accounts launch tomorrow: How should parents saving for college think about this?
MarketWatch · 'Best strategy for most families: 529 for tuition, Trump account for longer-horizon wealth building,' one pro tell us.
Read on MarketWatchBest Investment Apps Of 2026
Forbes · Forbes Advisor ranks the best investment apps of 2026 across 18 criteria. In the FAQ, Jeff Judge of Chesapeake Financial Planners explains SIPC protection: an investor's securities are held separately from an app's assets, so the real risk is market fluctuation, not the app disappearing with their money.
Read on Forbes7 Best Dow Jones ETFs to Buy
US News & World Report · From simply tracking the index to a dividend tilt to triple leverage, these funds serve very different purposes.
Read on US News & World ReportWhen To Scale Into a Trade (and When To Stay Out)
Investopedia · Scaling into a trade can help to manage risks and maintain execution, but unsuccessful attempts may inadvertently add danger.
Read on InvestopediaThe $20,000 new vehicle is all but extinct—what the most affordable new car looks like now
CNBC · Why the $20,000 new car disappeared, and what budget-conscious buyers can expect today.
Read on CNBCMunicipal or Corporate Bonds: What Fits Your Clients Best?
Investopedia · Choosing between municipal and corporate bonds is not an either-or decision. Here's how to decide which is the best fit for clients.
Read on InvestopediaModern Referral Secrets: Turning Client Trust Into a Steady Stream of Warm Leads
Advisorpedia · Referrals remain the single most powerful growth engine in advisory business. Not paid advertising, not cold outreach, not conference presence. A warm introduction from a trusted client converts at a rate nothing else can match. Yet for most advisors, referrals arrive sporadically, a handful after a strong quarter, a few more after navigating a difficult stretch with clients, then nothing. That inconsistency isn't bad luck. It's a system problem.
Read on AdvisorpediaLeveraged ETFs Are Booming, But Are Advisors Buying?
Daily Upside · Clients don't tend to want them, but those who do should be wary of the risks, advisors said.
Read on Daily UpsideChatGPT is ready to connect to your bank accounts. Should you let it in?
MarketWatch · OpenAI is expanding Finances, its personal-finance feature, allowing users to connect their banking accounts to ChatGPT for personalized advice. Concerns about privacy and data security arise as users share sensitive financial information.
Read on MarketWatchSocial Security gender gap means women receive about $4,800 less in annual benefits. What to know before claiming
CNBC · Women tend to earn less and spend more time outside of the work force, which may reduce their Social Security benefits. Here's what to consider before claiming.
Read on CNBCBaby boomer divorce is booming. It's causing chaos for retirement plans and testing family ties.
Business Insider · Older Americans are divorcing late in life. It's forcing them to make tough decisions about retirement savings and their kids' inheritance.
Read on Business Insider'Hawkish Hold' in Interest Rates, Iran Turmoil Prompt Advisors to Rethink Second Half of 2026
Daily Upside · Wealth managers are keeping an optimistic, but realistic, outlook for the second half of the year.
Read on Daily UpsideDiscounted bond funds, especially at scandal-hit Wamco, may offer an investment opportunity
MarketWatch · A look at whether discounted closed-end bond funds, particularly from scandal-hit Western Asset Management, may offer a buying opportunity for self-directed investors.
Read on MarketWatchFed rate hikes seem likely this year: What does that mean for mortgage rates?
MarketWatch · Why home loan yields don't wait around for the central bank to make a move, and how to know if it's finally time to refinance
Read on MarketWatchTake a cue from the rich: Do a midyear financial check-in
MarketWatch · Financial advisers would tell you to rebalance your portfolio at a midyear check-in. Make these 4 money moves instead.
Read on MarketWatchSocial Security cuts raise new fears for women
The Street · A financial reckoning may be closer than it appears. The Social Security trust fund is projected to run dry by late 2032, triggering an automatic 22% benefit cut that would hit women hardest.
Read on The StreetKeep your portfolio firing on all cylinders for the rest of 2026 using these steps
CNBC · As resilient as the stock market has been, investors are making a mistake if they haven't revisited their portfolios since the start of the year.
Read on CNBCDating a 6.5% rate? Inside one high-stakes homebuying bet
MarketWatch · Is it ever a good idea to purchase a home with the idea that you'll simply refinance to a lower rate in the future? We asked the pros.
Read on MarketWatchState Street Takes on Invesco's QQQ with New Nasdaq-100 ETF
Daily Upside · With investor interest in tech heating up, the new fund undercuts Invesco's fees by half.
Read on Daily UpsideHow to know when it's time to replace your car—start with this rule, experts say
CNBC · With vehicles lasting longer and replacement costs rising, it can be difficult to know when a repair is worth it and when it's time to move on.
Read on CNBCDoes NAPFA's new fiduciary definition clarify or muddy the water for clients?
Financial Planning · Some advisors say they already have a hard enough time explaining what a fiduciary is under federal law and that NAPFA's new definition for fee-only planners will only add to the confusion.
Read on Financial PlanningMicro-Retirements Carry Macro Risks, Advisors Warn Clients
Daily Upside · Health insurance headaches are among the potential problems with climbing off the career ladder temporarily.
Read on Daily UpsideDon't Panic Yet? What Wharton's New Social Security Timeline Means for Your Retirement
US News & World Report · A new Penn Wharton Budget Model analysis projects the Social Security OASI Trust Fund will deplete in February 2033, slightly later than the official trustees report projection of Q4 2032. Financial planning experts say the updated timeline does not meaningfully change retirement planning strategies.
Read on US News & World ReportYour 401(k) match may not be as generous as it used to be
Yahoo Finance · Fewer employers offer matches for their 401(k) plans this year, according to a new report.
Read on Yahoo Finance7 Best Fidelity ETFs to Buy Now
US News & World Report · This asset manager's funds include bonds, stocks and niche strategies, although not all are suitable for every investor.
Read on US News & World Report7 Money Habits of Retirees Who Never Stress About Spending
Kiplinger · Retirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.
Read on KiplingerWhy Succession Planning Is Now a Retention Strategy
ThinkAdvisor · Advisors who include clients through a transition are the ones who build the case years before they need it.
Read on ThinkAdvisorAdvisors Wary of SEC's Plan to Allow Semiannual Corporate Earnings Reports
ThinkAdvisor · Quarterly reporting helps inform clients, but it also encourages public companies to focus on the short term.
Read on ThinkAdvisorThese life-insurance policies are booming. Here's who should and shouldn't buy one.
Morningstar · Indexed universal life insurance policies have a very specific purpose that can help families, if used correctly. These insurance products may be better for financially well-off individuals than for those still paying off credit-card debts.
Read on MorningstarThese life-insurance policies are booming. Here's who should — and shouldn't — buy one.
MarketWatch · Indexed universal life insurance policies have a very specific purpose that can help families, if used correctly.
Read on MarketWatchWith inflation up, my friends are asking about TIPS and I bonds—here's what I told them
CNBC · TIPS and I bonds are designed to help protect savings from rising costs, but advisors say major portfolio moves in response to short-term news are usually a mistake.
Read on CNBCThe biggest risk to your retirement isn't a market crash -- it's a crisis you probably haven't planned for
MarketWatch · Health-related financial risks are the No. 1 threat to retirement security.
Read on MarketWatchAdvisors Don't Mince Words on DOL's Plan for Alts in 401(k)s
ThinkAdvisor · ThinkAdvisor polled advisors on their views about Labor's proposal. Here's what they said.
Read on ThinkAdvisorThe biggest risk to your retirement isn't a market crash - it's a crisis you probably haven't planned for
Morningstar · Health-related financial risks are the No. 1 threat to retirement security.
Read on MorningstarKiyosaki escalates urgent warning about value of dollar
The Street · The author of “Rich Dad Poor Dad” says a hidden risk is hitting savings accounts and reducing wealth.
Read on The StreetGen X gets financial squeeze in key years for retirement saving
NBC News · These demanding years are crucial for your financial future, but even if you neglected that 401(k), there's still time to catch up before retirement.
Read on NBC NewsFrom Expert to Amateur: For High Achievers, Retirement Demands a Beginner's Mind
Kiplinger · You spent decades mastering your career, hobbies and savings. Now comes the hard part: learning how to be a novice all over again.
Read on KiplingerWhy pet-friendly rentals matter more than ever to Gen Z and millennials
Reuters · As homeownership and parenthood feel increasingly out of reach, young renters are prioritizing their pets and the incurring costs.
Read on ReutersMany Married Couples Are Missing Out on 'Free Money' for Retirement
Money · A new study found that roughly 1 in 5 married couples fail to maximize employer matching contributions in their workplace retirement plans, missing out on an average of $757 annually.
Read on MoneyInflation is eroding cash returns. Here's where to park your savings
CNBC · While inflation is a normal part of the economy, the higher it is, the more your idle cash is losing purchasing power over time.
Read on CNBCMusk Looks to an Army of Loyalists to Help Make Him a Trillionaire
Wall Street Journal · The SpaceX IPO is expected to set records Friday and mark a new pinnacle in Wall Street's retail revolution.
Read on Wall Street JournalIs Now a Good Time to Refinance Your Student Loans?
US News & World Report · Rates are lower than recent peaks, meaning certain borrowers may benefit by comparing offers now.
Read on US News & World ReportThe 'Strategic Debt' Trend: How America's High Earners Use Personal Loans to Get Ahead
Best Money · A BestMoney survey finds 85% of high earners have used a personal loan to fund major expenses. Here's how they use strategic debt to get ahead.
Read on Best MoneyHigh-Earning New Yorker? You're Probably Overpaying State Income Tax
WealthTender · New York's combined tax rates can exceed 50% for high earners. Advisors explain the timing, asset location, and residency decisions that reduce what you actually owe.
Read on WealthTenderForm ADV 'bloat' causes undue burden for advisors: IAA
Financial Planning · In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.
Read on Financial PlanningWhy the 20-4-10 car-buying rule no longer works for many buyers
CNBC · Even used-car buyers may need a six-figure income to follow this popular car-buying rule.
Read on CNBCDiversification just had its best run in 16 years. Here's how financial advisers say investors should react
MarketWatch · Morningstar data shows broadly diversified portfolios outpaced the traditional 60/40 stock-and-bond strategy by 5 percentage points last year, prompting financial advisers to rethink plain-vanilla blueprints
Read on MarketWatchBuy or stand by? What investing pros are saying about the SpaceX IPO
Business Insider · SpaceX will price its IPO this week. With a historic valuation and more retail participation than usual, the pros sound off on whether they'd buy in.
Read on Business InsiderWomen often outlive men. Here's how they should approach their long-term care needs
CNBC · In addition to typically living longer than their husbands, women also are more likely to need long-term care, which can be costly.
Read on CNBC5 Retirement Lifestyle Upgrades That Cost Less Than You Think
Kiplinger · Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
Read on KiplingerA $5,000 wedding shows how millennials are rethinking life milestones
Reuters · A 38-year-old's decision to forego debt offers a window into how younger generations are approaching marriage and money.
Read on ReutersHow Lenders Use Debt-to-Income to Evaluate Your Loan Application
Savvy Money · Your debt-to-income or DTI ratio matters more than you may think. Do one thing: Don't rely solely on your credit score before applying for a home loan. Use an online debt-to-income or DTI calculator to figure out what your debt-to-income ratio will be with a new loan ahead of time.
Read on Savvy MoneyFidelity lowers the bar for small investors to get in on SpaceX IPO
Yahoo Finance · Small investors gain access to the SpaceX IPO as Fidelity lowers its customers' minimum account balance requirement to just $2,000.
Read on Yahoo FinanceChilling in Money-Market Funds is the Hot Retail Strategy Now
Bloomberg · The stock market keeps setting records, yet one of the most popular trades is to sit in cash or money-market funds. The US money-market industry holds a record $8.29 trillion after inflows topped $1 trillion last year.
Read on BloombergWhat Surviving Spouses Need To Know Before Making Financial Decisions
Advisorpedia · You know you need to do something. You're not sure what, not sure in what order, and not sure who to trust with the answer.
Read on AdvisorpediaThese income funds offer double-digit yields – but come with cost and complexity. How they work
CNBC · Autocallable ETFs offer attractive coupon payments, but investors should prepare to do some homework if they're exploring these funds.
Read on CNBCMan & Machine: How AI Is Supercharging Investment Research for Smarter Portfolios
Advisorpedia · Artificial intelligence has made its way into investment research in a way that's practical and already measurable. Not science fiction.
Read on Advisorpedia'Worth paying attention to again.' With Treasury yields near record highs, 5 financial advisers on how to smartly capitalize on this now
MarketWatch · Rising inflation fueled by the war in Iran pushed 30-year Treasury yields to a 20-year high in May. Now at 4.98% through May 28 — the highest since June 2007 — the surge is attracting renewed interest from bond investors.
Read on MarketWatchIs it OK for a financial adviser to get twice the fee when they manage $500K vs. $1M — even when I know that's not twice the work?
MarketWatch · Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Read on MarketWatchCan Clients Have Principles and Performance? Younger Generations Think So
Daily Upside · Survey data and advisors' anecdotal experience show an emerging interest among younger generations in values-based investing.
Read on Daily UpsideTrump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
CNBC · New rules allow 529 plan funds to pay for eligible career training, certifications, licensing fees and continuing education costs.
Read on CNBCYour Retirement Portfolio Might Need a New Kind of Diversification No One Is Talking About
Kiplinger · AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more institutions lessen your risk of getting wiped out? We talked to financial experts to find out.
Read on KiplingerThe 5-Year Tax Window: Roth Conversions, RMDs, and Medicare IRMAA
Connectively · Most people assume retirement tax planning is something you do when you retire. The truth is, the most valuable window opens five to ten years before retirement — and once you're in it, every income decision carries consequences that ripple into your Medicare costs.
Read on ConnectivelyShould You Take a Buyout at Work?
NerdWallet · Imagine if your company offered you six months' worth of salary if you quit your job right now. Would you go? What if they threw in early stock vesting and health insurance for a year? It's a tough decision that workers are facing at various companies.
Read on NerdWallet'The flexibility is real.' Financial advisers say parents are missing out on these 7 alternative college savings strategies
MarketWatch · As tuition costs soar, money pros suggest some key backup plans if a child decides to skip higher education
Read on MarketWatchWealthtech Innovation Is Becoming Advisors' Biggest Frustration
Daily Upside · Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.
Read on Daily UpsideWould You Rather Earn $150K in NYC or $80K in a Low-Cost-of-Living City?
Investopedia · We asked financial advisors which they'd take, and the math isn't the only thing that decides.
Read on InvestopediaWhat Is An Annuity?
Forbes · An annuity is an insurance contract that exchanges present contributions for future income payments.
Read on ForbesFor Retirees, Healthcare Costs Are Eating 1 in Every 6 Dollars
Investopedia · Retirees are spending a sizable share of their income on healthcare, indicating that Medicare choices and pre-retirement planning are especially important for pre-retirees.
Read on Investopedia'That's dead money right now.' As inflation hits a 3-year high, here's how financial advisers are fighting it in their own portfolios
MarketWatch · From shifting asset allocations to cutting personal subscription services, wealth managers share the exact playbooks they are using to protect purchasing power
Read on MarketWatchAnnuities May Help Clients Live Longer: Study
ThinkAdvisor · A new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
Read on ThinkAdvisorThis is 'the silent killer for retirement portfolios' — and it's wreaking havoc on many retirees right now
MarketWatch · Inflation at 3.8% is quietly eroding retirement purchasing power, and financial advisors including Jeff Judge of Chesapeake Financial Planners explain how retirees should stress-test withdrawal rates and adjust their plans for a higher-inflation environment.
Read on MarketWatch'Extra' homeownership costs top $23,000 a year — and unlike your fixed mortgage payment, they might go up
CNBC · Homeownership costs beyond the mortgage — including utilities, property taxes, insurance, maintenance, HOA, and renovations — average over $23,000 per year and continue rising, unlike a fixed mortgage payment. Jeffrey Judge, a CFP in Maryland, is quoted on how buyers who budget only by mortgage payment can be financially exposed after move-in.
Read on CNBCThe truth about 'tax-friendly' retirement states — and how much they could really save you
MarketWatch · The difference between a high-tax and no-tax state can add up to six figures, one pro tells us.
Read on MarketWatchHow to Surprise-Proof the Medicare Surcharge
ThinkAdvisor · Advisors can help clients manage premium shocks to their health insurance — without overpromising.
Read on ThinkAdvisorHow to Keep Client Couples' Simultaneous Retirements From Going Wrong
ThinkAdvisor · Couples who leave the workforce at the same time may be surprised when expectations don't meet reality.
Read on ThinkAdvisorThe 2027 Social Security 'Trump Bump' Is Coming. Is It Good for Your Retirement Benefits?
US News & World Report · A higher cost-of-living adjustment isn't necessarily a good thing for retirees and other Social Security recipients.
Read on US News & World Report4 Great Reasons to Wait Until Full Retirement Age to Collect Social Security
NTD · Financial advisers say waiting until full retirement age can strengthen monthly payouts, reduce earnings penalties, and improve long-term retirement income planning...
Read on NTDDigital Custodian Altruist Takes On Schwab, Fidelity With New RIA Model
Daily Upside · The affiliate model itself is nothing new, but it's novel for a custodian.
Read on Daily UpsideSEC Wants to Stop Requiring Quarterly Earnings. Why Some Advisors Don't Like It.
Barron's · The proposal to allow semi-annual reporting could create information gaps that make it harder for financial advisors to do their jobs.
Read on Barron'sNearly 1 in 10 mortgages is now 'non-qualified' — here's what that means
MarketWatch · Financial experts weigh the benefits and risks of this niche loan option
Read on MarketWatchWhy Advisors Are Betting on AI Infrastructure Over Apps
Daily Upside · Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.
Read on Daily UpsideWant a Hot Pre-IPO Company in Your Portfolio? Proceed With Caution
Wall Street Journal · Adding a sliver of the hottest private companies to your portfolio can be far more tricky than buying stocks.
Read on Wall Street Journal5 Ways Moving to a Low Cost-of-Living Area Can Cost You More
MoneyLion · Moving to a low cost-of-living city to save money sounds smart, but lower pay, higher insurance, taxes and commute costs can quietly eat up your savings.
Read on MoneyLionMamdani's $12 Billion Debt Wipeout Plan Has a Lesson for Your Finances
Newsweek · Small savings are worth capturing once the income floor is stable, but you can't cut your way to wealth.
Read on NewsweekSteal these smart analogies to simplify planning for clients
Financial Planning · Financial planning can be complex to regular investors. Advisors shared the analogies and stories that bring ideas into focus with clients and prospects.
Read on Financial PlanningThe financial planning consequences of selling your business too early
BBJ · After transaction costs and taxes, a seemingly substantial sale can leave a gap that's impossible to recover once the business is gone.
Read on BBJMost people make this retirement mistake. You might still have time to fix it.
Morningstar · Nearly 60% of retirees left the workforce earlier than planned. Financial planners and researchers explain the steps workers can take now to prepare for an earlier-than-expected retirement.
Read on MorningstarHow FAs Can Take Advantage of Expanded Pass-Through Voting Options
Financial Advisor IQ · Large asset managers including BlackRock, Vanguard, and State Street are expanding pass-through voting programs that let investors direct proxy votes on indexed holdings, but retail adoption remains limited. Jeff Judge of Chesapeake Financial Planners notes the programs are a natural fit for HENRY clients (high-earning-not-rich-yet) in their late 20s to mid-40s who want more say in how their investments are voted. Advisors who can speak knowledgeably to pass-through voting may have a competitive edge in client onboarding, though broader uptake is constrained by limited investor education from issuers and fund managers.
Read on Financial Advisor IQHow to Help Grown Children and Aging Parents With Tough Talks
ThinkAdvisor · Advisors can move a conversation in 30 minutes that a family has avoided for 30 years. Planner Jim Crider says facilitating estate planning conversations is one of the most valuable things advisors can do for clients.
Read on ThinkAdvisorWith Inflation On Rise, I Bonds Are Luring Investors Again
FA Mag · These bonds move with the rate of inflation, which has been pushed to unexpected highs.
Read on FA MagInflation Is Spiking: Is It Time to Buy I-Bonds Again?
Bloomberg · Investors won't get eye-popping 9.62% returns, but today's I bonds lock in steady, inflation-adjusted returns
Read on BloombergOur New Health Plan Offers an HSA. Is the Triple Tax Benefit Worth the Hassle of Saving Decades of Receipts?
Kiplinger · Should we sign up for a Health Savings Account (HSA) and embrace even more healthcare paperwork?
Read on KiplingerHigh-Earning New Yorker? You're Probably Overpaying State Income Tax
Medium · What financial planners, tax professionals, and advisors say matters most in reducing NY taxes.
Read on MediumHow you can still save thousands of dollars on college tuition
NBC News · Even after accepting an offer from a college, families still have opportunities to cut tuition bills, appeal for better aid packages and apply for scholarships.
Read on NBC NewsI'm a Retirement Planner: 3 Categories Wealthy Retirees Spend the Most on During Year One
Yahoo Finance · Here's what wealthy retirees spend the most on during year one — and how to get ahead of these costs, according to retirement planning experts.
Read on Yahoo FinanceExecutive Compensation Packages: Tax Planning Tips For High-Net-Worth Individuals
High Net Worth Magazine · High-net-worth executives often leave significant money on the table through poor tax planning around their compensation packages. This article breaks down practical strategies to optimize executive pay structures.
Read on High Net Worth MagazineManual vs. automated budgeting: Which one actually works best?
USA Today · Choosing a budgeting method depends on your habits and goals. Learn the pros and cons of manual vs. automated systems.
Read on USA TodayI'm 63 with $1M in stock. I pay my adviser 1% – but I'm only getting a 7% return. Is it time to find a new adviser?
MarketWatch · Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Read on MarketWatchWhy Incorporate In Delaware? Benefits And Considerations
Forbes · Learn why businesses incorporate in Delaware, the key benefits, potential drawbacks and whether Delaware is the right choice for your company.
Read on ForbesCould Trump's $1K Retirement Accounts for Babies Replace Social Security? What the Experts Say
US News & World Report · Some advocates argue that Trump Accounts could pave the way for private Social Security funds.
Read on US News & World ReportA $100K Social Security Cap Proposal: What to Know and How to Protect Your Retirement
US News & World Report · The six-figure limit could help restore Social Security solvency, according to one paper.
Read on US News & World ReportThe Great Wealth Transfer: Strategies To Retain Next-Gen and Female Clients
Advisorpedia · And whether you've acknowledged it yet or not, you're also starting to build the thing that will one day be your own legacy.
Read on AdvisorpediaWhy 2026 Is the Year to Rethink Your College Savings Strategy
NerdWallet · Should you still be putting everything into 529s? Maybe not. Here's how to build a flexible college savings plan.
Read on NerdWallet'Is that enough?' I have $1M in a Roth and a $600K home. I'd like to give it to a single heir, but will that be enough to provide financial security?
MarketWatch · Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Read on MarketWatchHow to buy silver coins or bars: A step-by-step guide
USA Today · Learn how to buy silver coins or bars safely, including where to buy, how pricing works and how to choose the right option for your goals.
Read on USA TodayThese 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways
Kiplinger · From holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.
Read on KiplingerCrypto Is Now Mainstream. Investors of All Ages Are Diving In.
Mint Markets · Charles Schwab's recent announcement that it will allow investors to trade crypto directly on its platform is the latest sign it has become a mainstream investment.
Read on Mint MarketsCrypto Is Now Mainstream. Investors of All Ages Are Diving In.
Barron's · Charles Schwab's recent announcement that it will allow investors to trade crypto directly on its platform is the latest sign it has become a mainstream investment.
Read on Barron'sHow FAs Can Help Downsizing Clients Face Rising Home Repair Costs
Financial Times · Advisors with clients looking to downsize their houses in retirement may have to help them navigate unexpected repair costs often associated with aging homes.
Read on Financial TimesHow FAs Can Help Downsizing Clients Face Rising Home Repair Costs
Financial Advisor IQ · Advisors with clients looking to downsize their houses in retirement may have to help them navigate unexpected repair costs often associated with aging homes.
Read on Financial Advisor IQBusiness Credit Card or Business Loan: How to Know Which One Your Business Actually Needs
Best Money · Not sure whether your business needs a credit card or a loan? Here's how to tell the difference and choose the right financing option for your needs.
Read on Best MoneyParents Are Reporting Over $300 In Surprise Charges From Kids—Here's How To Stop It
Forbes · Parents are seeing surprise charges from kids add up to $170 on average. Here's how parent-managed checking accounts for kids and teens can help.
Read on ForbesYour Old Pokémon Cards Could Actually Be a Lucrative Investment
Reader's Digest · Everyone always says you should diversify your portfolio, and in 2026, Pokémon cards might be in the mix!
Read on Reader's Digest'Don't over-improve.' When it comes to home renovations, advisers say to budget this much per year … or consider moving
MarketWatch · And the most valuable upgrades and renovations to do to your home — and how to pay for them
Read on MarketWatchInterview with Jeff Judge CFP®, AEP®, ChFC®, CLU®, Managing Partner, Chesapeake Financial Planners
Connectively · This interview highlights the expertise of Jeff Judge, a Managing Partner at Chesapeake Financial Planners, focusing on business valuation, succession, and risk management. It shares insights on how to make strategic decisions and navigate the complexities of business transitions.
Read on ConnectivelyWhy one job no longer cuts it for millennials, Gen Z
Reuters · After an income drop and mounting living costs, a Los Angeles cake decorator tells us why he took on a second job to survive.
Read on ReutersAI for Advisors: Stop Treating It Like a Threat and Start Using It Like a Tool
ThinkAdvisor · The strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
Read on ThinkAdvisorMastering Succession: How Mid-Career Advisors Can Secure Their Legacy
Advisorpedia · In practice: an enormous transfer of client relationships, recurring revenue, and institutional knowledge that the industry isn't ready for.
Read on AdvisorpediaHow Advisors Can Start Treating AI Like a Tool, Not a Threat
CFP Board · A 2025 survey by CFP Board found that adoption of AI-assisted planning tools among CFP® professionals rose more than 40% year over year.
Read on CFP BoardWorkers Want Help Managing Their Money. Should Employers Step In?
Money · School never taught you about money. Does that mean your job should? Financial education is an increasingly popular work benefit.
Read on Money35% of Gen Z homebuyers are single women, research shows. Here's why they need an estate plan
CNBC · Despite purchasing what might now be their biggest asset, women are less likely than men to have any estate planning documents in place.
Read on CNBCNine in ten older US workers say inflation is reshaping their retirement plans
Investment News · With three-quarters of surveyed workers over 50 delaying retirement and nearly two-thirds tapping their savings early, advisors say the window for course correction is narrowing fast.
Read on Investment News7 Best Investments During a Recession
US News & World Report · From gold to Dividend Aristocrats™, these assets often hold up when markets get rough.
Read on US News & World Report7 Assets to Leave Out of Your Roth IRA, From a Financial Planner
Kiplinger · Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
Read on KiplingerWhen business equity becomes a liability, not an asset
BBJ · The strategies that build business value work against personal diversification. A local financial expert offers some tips for diversification.
Read on BBJ5 Smart Strategies to Create Your Retirement Paycheck Without the Stress, From a Financial Planner
Kiplinger · The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
Read on KiplingerI'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress
Kiplinger · To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process.
Read on Kiplinger7 Tax Blunders to Avoid in Your First Year of Retirement
Kiplinger · A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
Read on KiplingerBusiness owners should hit these milestones before looking to sell
BBJ · Business owners starting exit planning 10 years early secure higher valuations and better terms, say financial planning experts.
Read on BBJWhat I'll talk about on the record.
Honestly, I'll talk about almost anything inside personal finance, retirement, or planning. The list at right is just where I'm fastest, sharpest, and have the strongest opinions, useful if you need a quick pitch angle.
If your show or story sits at the intersection of taxes, behavior, and family money, that's where my best work lives. I'm comfortable being the technical guest who can also speak in plain English, and I'm comfortable being the contrarian if the format calls for one.
Don't see your angle here? Ask anyway. Half the topics I've enjoyed most started as off-list pitches from a producer who needed a steady voice on a tight deadline.
- Roth conversion windows in the early-retirement years.
- Tax-aware withdrawal sequencing in retirement.
- RMDs and the planning damage done in your fifties.
- Sequence-of-returns risk, in English.
- The pre-sale planning window for business owners.
- Equity comp & RSU strategy for tech and biotech employees.
- Planning around divorce, inheritance, widowhood.
- Estate planning vs. estate avoidance, what most plans miss.
- The 60-second plan test & what it reveals about your advisor.
- Why "fee-only" is a slogan, not a virtue.
- The lifestyle-creep trap and how to actually stop it.
- Insurance as a planning tool, not a product, when it actually helps.
Tell me what you're working on.
Three lanes, one inbox. Pick the one that fits, fill in the form, and I'll reply within two business days. Fastest if you include the angle and the deadline.
What you can count on from me.
- ✓A real reply from a real person, not a CRM auto-responder.
- ✓A clean yes or a clean pass, never a slow ghost.
- ✓Plain English on the record. No jargon, no hedging.
- ✓Pre-call notes if it helps your show or story land.