Press

 

 

 

 

 

 

 

 

 


Quoted in

Kiplinger's Personal Finance March 2017
Why You Need Disability Coverage."

The Fiscal Times May 2016
“How to Retire Comfortably While You’re Still in Debt”

Nightly Business Report produced by CNBC” (NBR) Nov 27, 2015
“Ensure you Get a Tax Deduction for that Charitable Donation”

Kiplinger’s Retirement Report October 2015
“Using the Back Door to a Roth IRA”

Investment News Magazine June 30, 2015
“More advisers simulating SEC exams to expose gaps before regulators come knocking”

The Dallas Morning News January 17, 2015
“Planning is essential for security after retirement”

Financial Advisor Magazine February 24, 2014
“Advisors Offer 11 Ways to Get More Client Referrals” by Mike Byrnes