Honors and Press

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Planning To Retire In 2025? What You Need To Know To Prepare
Investopedia; Trina Paul
12/27/2024

Navigating the Decline of a Client’s Mental Capacity
Morningstar; Sheryl Rowling
12/18/2024

When Should a DIY Investor Quit DIYing?
Bogleheads® Conference 2024
09/28/2024

Bogleheads Investing Experts Panel
Bogleheads® Conference 2024
09/28/2024

With more interest rate cuts, market volatility on the horizon, here’s what investors can do to prepare
MSN; Lorie Konish
09/25/2024

Investment News: 1 in 8 retirees may resume working next year
09/13/2024

Kamala Harris’ tax records reveal ‘fairly basic’ approach that may have missed savings, advisor says
08/02/2024
CNBC; Lorie Konish, Kate Dore, CFP

Covid changed how we spend: More YOLO splurging but less saving
03/29/2024
Washington Post; Abha Bhattarai

Is Social Media the Reason Millennials and Gen Z Feel So Poor? 5 Key Signs It Is
03/28/2024
MSN; Dawn Allcot

Nearly half of young adults have ‘money dysmorphia,’ survey finds. Here are the symptoms 03/13/2024
CNBC; Jessica Dickler

Invest In Women Conference, FA Magazine
03/03/2024

Here’s how to reduce your health-care costs during Medicare Advantage open enrollment
02/16/2024
CNBC; Lorie Konish

‘How much am I willing to change my lifestyle?’—and 4 other money questions to ask yourself before having kids
01/31/2024
CNBC; Aditi Shrikant

The Leading Women Financial Advisors of 2023
Erica Lee
01/27/2024

A city famous for its beaches is helping residents age in place. What to know if you want to stay in your home
Lorie Konish
1/14/2024

I couldn’t find the cost of a medical procedure before I had it, so I asked a doctor the steps to take next time
Ryan Ermey
1/08/2024

Here’s how to make the most of your workplace health plan in 2024
Annie Nova
12/18/2023

Giving clients’ finances a health check
Greg Hudson
11/06/2023

Six tips to navigate open enrollment season
Greg Hudson
10/11/2023

A health crisis brings high medical bills. Here are tips for dealing with the costs
Liz Weston
08/20/2023

Decision of when to retire has little to do with how much you’ve saved for retirement, report finds
Ana Teresa Solá
06/28/2023

Financial experts share their greatest money regrets — all have one thing in common
Jessica Dickler
04/12/2023

Never pay a medical bill without asking these questions first
Allie Volpe
03/30/2023

Grieving Army families lost fortunes with financial adviser Caz Craffy
Alex Horton
02/27/2023

How to prepare financially in case of a debt ceiling crash
Michelle Singletary
1/20/2023

What to do if stock market ups and downs are driving you nuts
Michelle Singletary
12/21/2022

4 financial moves if you have — or are worried about — long Covid
Greg Iacurci
12/6/2022

Here are 4 ways to take advantage of your health-care expenses before the end of the year

6 health insurance terms you need to know as open enrollment begins
Greg Iacurci
11/6/2022

Tough Times Call for New Playbook, Experts Say
Igor Greenwald
10/20/2022

6 Trends That Upend Past Thinking About Retirement Planning
John Manganaro
9/27/2022

Here’s how to weigh whether a health savings account makes sense for your 2023 insurance coverage
Sarah O’Brien
9/13/2022

5 Tips to Help You Retire in a World of High Inflation and Shaky Markets
Jill Cornfield
8/8/2022

Supreme Court’s overturning of Roe v. Wade will financially hurt the ‘most marginalized’ women, experts say
Kate Dore
6/24/2022

Here’s how apps can help when someone dies
Liz Weston
5/24/2022

Now is a good time to buy this inflation-indexed savings bond
Michelle Singletary
5/3/2022

Retirement: Financial planner explains health care choices to consider
Yahoo Finance
4/29/2022

When a Diagnosis Demands a Long-Term Money Strategy
Susan B. Garland
1/14/2022

Health Insurance Options for the “Great Resignation”
Sharon Epperson
1/13/2022

Managing Financial and Mental Stress
Daniel Liberto
10/11/2021

Paying for Long Term Care
Christine Benz
9/22/2021

Even if you aren’t working, you may be able to open an IRA. Here’s how
Michelle Fox
8/16/2021

It’s how doctors train, so could a residency program work for advisors?
Jessica Lerner
8/13/2021

‘Pretty darn close’: How Carolyn McClanahan transitioned from physician to financial planner
Alex Rosenberg
6/14/2021

With so many people living longer, advisors help to make sure the fear of outliving money doesn’t become a reality
Beverly Goodman
2/5/2021