As Quoted in the Media 


Rebecca Lake,, "Give Your 401(k) a New Year's Checkup" (January 3, 2018),  


Christopher Carosa,, “Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis” (September 26, 2017),


Rebecca Lake,, “What You Should Know About INherited IRAs - Minmanaging an Inherited IRA Could Trigger a Hefty Tax Penalty” (September 22, 2017),


Christopher Carosa,, “401k Rollovers: To Roth or Not to Roth - 7 Fiduciary Questions” (August 8, 2017),  


Rebecca Lake,, “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), 

Jeff Brown,, “Should I Choose an Annuity or Pension in Retirement?  The Decision Usually is Binding and Several Factors Should Be Considered” (June 21, 2017), 


Rebecca Lake,, “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), 


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),; reprinted at, utm_source=twitter&utm_medium=social;

linked through,;

reprinted at,;

and at Financial Advisor


Brian O’Connell,, “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),


Tom Anderson,, “Ditch the 4 percent rule: Here's how to handle your retirement withdrawals” (June 1, 2017),;

reprinted at Yahoo Finance


Rebecca Lake,, “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),


Tom Anderson,, “Five ways to bulletproof your estate plan” (April 7, 2017),


Richard Eisenberg,, “Probate, Wills, Executors: Your Estate Planning Questions Answered: Estate planning experts weigh in on these common concerns” (April 7, 2017),;

reprinted at,