We are excited to be able to offer our thoughts about financial topics.  Here is a selection of published articles we have authored. 


Should you fund your HSA at the expense of your 401(k)? - MarketWatch.com May 2019 

Is life insurance a good investment? - MarketWatch.com Feb 2019

How Much Can You Spend in Retirement? - TheStreet.com Oct 2018 

Can diligent 401(k) savers go too far?- MarketWatch.com Jan 2018

This is why you should buy life insurance — even if you’re single - MarketWatch.com Dec 2017

3 Steps to Figure Out How Much Mortgage You Can Afford - Credit.com Sep 2017

8 Ways to Avoid Early IRA Withdrawal Penalties- Credit.com July 2017

What Should I Do With My Retirement Plan When I Change Jobs? - Credit.com June 2017

Can I Still Contribute to an IRA & Get a Tax Break for 2016? - Credit.com Mar 2017

Financial Adviser or Financial Planner: What’s the Difference? - Credit.com Jan 2017

7 Documents You Need to Fill Out Before You Die - Credit.com Dec 2016

How to Pick the Right Healthcare Plan for You - Credit.com Nov 2016

What Your Family Needs to Know About Your IRA Distributions - Credit.com Oct 2016

5 Things You Must Know About Lifetime IRA Distributions - Credit.com Oct 2016

Do You Need Disability Insurance? - Credit.com Aug 2016

How Much Life Insurance Do You Need? - Credit.com July 2016

The Retirement Question Everyone Has to Answer: Roth or Traditional 401k? - Credit.com May 2016

What Should You Do With Extra Cash From Refinancing? A Financial Pro’s Tips - Credit.com Apr 2016

What’s the Difference Between a Tax Credit & a Tax Deduction? - Credit.com Mar 2016

7 Birthdays That Can Change Your Tax Returns - Credit.com Feb 2016

The Balancing Act: Are You Taking Too Much Risk With Your Money? - Credit.com Jan 2016

The 7 Money Questions You Absolutely Need to Ask Yourself Every Year. No Excuses! - Credit.com Dec 2015

5 Things You Must Think About Before Choosing Your 2016 Employee Benefits – Credit.com Nov 2015

5 Things You Need To Do Immediately After the Death of a Loved One – Credit.com Oct 2015

Help! I Had to Use My Emergency Fund. How Do I Rebuild? - Credit.com Sep 2015

4 Common Reasons People Go to Financial Planners – Credit.com Aug 2015

Your First Budget: How to Do It. – Credit.com Jul 2015

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