As Quoted in the Media 

 

Christopher Carosa, FiduciaryNews.com, “401k Rollovers: To Roth or Not to Roth - 7 Fiduciary Questions” (August 8, 2017), http://fiduciarynews.com/2017/08/401k-rollovers-roth-not-roth-7-fiduciary-questions/?utm_source=Twitter&utm_medium=Twitter&utm_campaign=080817a  

 

Rebecca Lake, USNews.com, “How Americans Can Reverse Their Biggest Retirement Savings Regret: A Late Start on Retirement Savings Isn't a Deal Breaker - Here's How to Make Up for Lost Time” (July 7, 2017),  https://money.usnews.com/investing/articles/2017-07-07/how-americans-can-reverse-their-biggest-retirement-savings-regret 

 
Jeff Brown, USNews.com, “Should I Choose an Annuity or Pension in Retirement?  The Decision Usually is Binding and Several Factors Should Be Considered” (June 21, 2017), http://money.usnews.com/investing/articles/2017-06-21/should-i-choose-an-annuity-or-pension-in-retirement 

 

Rebecca Lake, USNews.com, “2 Tips That Lead to a Better Retirement: Working Longer and Postponing Social Security Benefits Can Help Get Savings Back on Track” (June 20, 2017), http://money.usnews.com/investing/articles/2017-06-20/2-tips-that-lead-to-a-better-retirement 

 

Ben Steverman, Bloomberg, “How Much Should You Save for Retirement?  Your company may not be urging you to put enough away. Here’s what the experts say” (June 14, 2017), https://www.bloomberg.com/news/articles/2017-06-14/how-much-should-you-save-for-retirement; reprinted at Benefitnews.com, https://www.benefitnews.com/articles/how-much-should-workers-save-for-retirement?utm_content=socialflow&utm_campaign=ebnmagazine& utm_source=twitter&utm_medium=social;

linked through Bloomberg.com, https://www.bloomberg.com/news/articles/2017-07-19/americans-retirement-benefits-have-been-slashed?utm_content=economics&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social&cmpid%3D=socialflow-twitter-economics;

reprinted at BenefitsPro.com, http://www.benefitspro.com/2017/06/14/how-much-should-employees-save-for-retirement?kw=How%20much%20should%20employees%20save%20for%20retirement?&et=editorial&bu=BenefitsPRO&cn=20170615&src=EMC-Email_editorial&pt=Daily;

and at Financial Advisorhttp://www.fa-mag.com/news/how-much-should-clients-save-for-retirement-33237.html

  

Brian O’Connell, USNews.com, “Harry Markowitz Should Be a Household Name: Modern portfolio theory is all about managing risk, and that's a big deal for retirement investors” (June 12, 2017), http://money.usnews.com/investing/articles/2017-06-12/harry-markowitz-should-be-a-household-name-for-every-retirement-saver

 

Tom Anderson, CNBC.com, “Ditch the 4 percent rule: Here's how to handle your retirement withdrawals” (June 1, 2017), http://www.cnbc.com/2017/06/01/heres-how-to-handle-your-retirement-withdrawals.html;

reprinted at Yahoo Finance https://sg.finance.yahoo.com/news/forget-4-percent-rule-apos-145400004.html

 

Rebecca Lake, USNews.com, “3 Ways to Manage Retirement Planning Stress: Knowing what your goals are and how to achieve them can relieve some of your anxiety” (May 26, 2017), http://money.usnews.com/investing/articles/2017-05-26/3-ways-to-manage-retirement-planning-stress

 

Tom Anderson, CNBC.com, “Five ways to bulletproof your estate plan” (April 7, 2017), http://www.cnbc.com/2017/04/07/five-ways-to-bulletproof-your-estate-plan.html

 

Richard Eisenberg, NextAvenue.com, “Probate, Wills, Executors: Your Estate Planning Questions Answered: Estate planning experts weigh in on these common concerns” (April 7, 2017), http://www.nextavenue.org/probate-wills-executors-estate-planning/;

reprinted at Forbes.com, https://www.forbes.com/sites/nextavenue/2017/04/07/probate-wills-executors-your-estate-planning-questions-answered/#3e7e36983250