CV - Media Exposure
2019
Joanne Sammer, “Benefits of Long Term Care Insurance”
SHRM.org HR Magazine
Quoted in article, published February 27, 2019 (Spring 2019 edition of magazine)
Rachel Hartman, “Is Phased Retirement a Good Fit for You?”
US News
Quoted in article, published January 23, 2019
2018
Rachel Hartman, “What is a Health Savings Account? Understand the details involved with health savings accounts before opening one”
US News
Quoted in article, published December 5, 2018
Paul Katzeff, “Medicare Open Enrollment: 5 Key Steps for Choosing the Best Coverage”
Investor's Business Daily
Quoted in article, published October 25, 2018
Rachel Hartman, “7 Myths About Social Security”
US News
Quoted in article, published June 13, 2018
Paul Katzeff, “How To Apply For Social Security Benefits: What You Need To Know”
Investor's Business Daily
Quoted in article, published May 21, 2018
Stephen Miller, “SEC's Investment Advice Proposal Upends Fiduciary Debate”
SHRM.org
Quoted in article, published April 26, 2018
Rebecca Lake, “Give Your 401(k) a New Year's Checkup”
US News
Quoted in article, published January 3, 2018
2017
Christopher Carosa, “Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis”
FiduciaryNews.com
Quoted in article, published September 26, 2017
Rebecca Lake, “What You Should Know About Inherited IRAs - Managing an Inherited IRA Could Trigger a Hefty Tax Penalty”
US News
Quoted in article, published September 22, 2017
Christopher Carosa, “401k Rollovers: To Roth or Not to Roth - 7 Fiduciary Questions”
FiduciaryNews.com
Quoted in article, published 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”
US News
Quoted in article, published 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”
US News
Quoted in article, published June 21, 2017
Ben Steverman, “How Much Should You Save for Retirement: Here’s what the experts say”
Financial Advisor
Quoted in article, published June 14, 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”
US News
Quoted in article, published June 12, 2017
Tom Anderson, “Ditch the 4 percent rule: Here's how to handle your retirement withdrawals”
CNBC.com
Quoted in article, published June 1, 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”
US News
Quoted in article, published May 26, 2017
Tom Anderson, “Five ways to bulletproof your estate plan”
CNBC.com
Quoted in article, published April 7, 2017
Richard Eisenberg, “Probate, Wills, Executors: Your Estate Planning Questions Answered: Estate planning experts weigh in on these common concerns”
NextAvenue.com
Quoted in article, published April 7, 2017
2011
“Illinois Public Sector Plans”
Chicago Bar Association s
Guest, “Justice and Law Weekly,” aired on WYCC Channel 20 TV, PBS on June 12, 2011, Chicago, IL
2010
“The Trillion Dollar Gap: Underfunded State Retirement Systems and the Road to Reform”
Pew Center on the States
Provided commentary and quoted in the report