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

Click here to print Barry's full Curriculum Vitae (31 page pdf document)