CV - Media Exposure 

     

SHRM.org HR Magazine                                                                                                         2019

     Joanne Sammer, “Benefits of Long Term Care Insurance”

          Quoted in article, published February 27, 2019 (Spring 2019 edition of magazine)

 

US News                                                                                                                                 2019

Rachel Hartman, “Is Phased Retirement a Good Fit for You?”

Quoted in article, published January 23, 2019

  

US News                                                                                                                                 2018

Rachel Hartman, “What is a Health Savings Account?  Understand the details involved with health savings accounts before opening one”

Quoted in article, published December 5, 2018

 

Investor's Business Daily                                                                                                       2018

Paul Katzeff, “Medicare Open Enrollment: 5 Key Steps for Choosing the Best Coverage”

Quoted in article, published October 25, 2018

 

US News                                                                                                                                 2018

Rachel Hartman, “7 Myths About Social Security”

Quoted in article, published June 13, 2018

 

Investor's Business Daily                                                                                                       2018

Paul Katzeff, “How To Apply For Social Security Benefits: What You Need To Know”

Quoted in article, published May 21, 2018

 

SHRM.org                                                                                                                               2018

Stephen Miller, “SEC's Investment Advice Proposal Upends Fiduciary Debate”

Quoted in article, published April 26, 2018

 

US News                                                                                                                                 2018

Rebecca Lake, “Give Your 401(k) a New Year's Checkup”

Quoted in article, published January 3, 2018

 

FiduciaryNews.com                                                                                                                2017

Christopher Carosa, “Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis”

Quoted in article, published September 26, 2017

 

US News                                                                                                                                 2017

Rebecca Lake, “What You Should Know About Inherited IRAs - Managing an Inherited IRA Could Trigger a Hefty Tax Penalty”

Quoted in article, published September 22, 2017

 

FiduciaryNews.com                                                                                                                2017

Christopher Carosa, “401k Rollovers: To Roth or Not to Roth - 7 Fiduciary Questions”

Quoted in article, published August 8, 2017

 

US News                                                                                                                                 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”

Quoted in article, published July 7, 2017

 

US News                                                                                                                                 2017

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

Quoted in article, published June 21, 2017

 

Financial Advisor                                                                                                                   2017

Ben Steverman, “How Much Should You Save for Retirement: Here’s what the experts say”

Quoted in article, published June 14, 2017

 

US News                                                                                                                                 2017

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”

Quoted in article, published June 12, 2017

 

CNBC.com                                                                                                                              2017

Tom Anderson, “Ditch the 4 percent rule: Here's how to handle your retirement withdrawals”

Quoted in article, published June 1, 2017

 

US News                                                                                                                                 2017

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”

Quoted in article, published May 26, 2017

 

CNBC.com                                                                                                                              2017

Tom Anderson, “Five ways to bulletproof your estate plan”

Quoted in article, published April 7, 2017

 

NextAvenue.com                                                                                                                    2017

Richard Eisenberg, “Probate, Wills, Executors: Your Estate Planning Questions Answered: Estate planning experts weigh in on these common concerns”

Quoted in article, published April 7, 2017

 

Chicago Bar Association                                                                                                         2011

“Illinois Public Sector Plans”

Guest, “Justice and Law Weekly,” aired on WYCC Channel 20 TV, PBS on June 12, 2011, Chicago, IL

 

Pew Center on the States                                                                                                       2010

“The Trillion Dollar Gap: Underfunded State Retirement Systems and the Road to Reform”

Provided commentary and quoted in the report

Click here to print Barry's full Curriculum Vitae (26 page pdf document)