Press

AARP: Do your kids know where to find all your money if tragedy strikes?

April 24, 2020

“Talking about who will control your assets is tricky; doing it slowly may help by Linda Stern SOURCE – AARP April 24, 2020 (Click here to download pdf.) My husband…

Kiplinger: Plan now to retire worry-free

February 2, 2020

SOURCE: Kiplinger by Sandra Block (Click here to download pdf.) Excerpt: Retirees “always spend more on travel and entertainment than they thought they would,” says Jorie Johnson, a CFP in…

Kiplinger: 10 moves to make sure you have enough money in retirement

December 26, 2019

SOURCE: Kiplinger (Click here to download pdf.) Excerpt: Retirees “always spend more on travel and entertainment than they thought they would,” says Jorie Johnson, a CFP in Brielle, N.J. Instead…

Kiplinger: Making It in the Gig Economy

November 13, 2019

By MIRIAM CROSS, Associate Editor and SANDRA BLOCK, Senior Editor June 6, 2019 From Kiplinger’s Personal Finance Whether you’re earning extra money or working full time, you’ll need to adopt new financial…

uexpress.com: Smart Moves – Cash‑out Refinance Tips

August 2, 2017

By Ellen James Martin All across the nation, baby boomers age 60 and above are grappling with a thorny choice: should they renovate the family home or sell and downsize? Downsizing sounds like…

Credit.com News: How Much Can Removing One Negative Item Raise Your Credit Score?

May 17, 2017

By Brooke Niemeyer Having a good credit score is important, whether you’re looking to finance a new home or simply get better terms on a new credit card. But sometimes…

Credit.com News: Are You Paying Off Your Debt Wrong?

March 7, 2016

By Jeanine Skowronski It’s happened. You’ve pinched all your pennies, paid off all your bills and – finally! – ended up with enough money to make an extra loan payment…

Credit.com News: What to Do When Your Parents Want to Borrow Money

December 14, 2015

By Jeanine Skowronski We often hear so much about millennials’ finances that it’s easy to forget older Americans have money woes, too. The Great Recession pushed back retirement for many…

Wall Street Journal: A Couple Is Property Rich. Now What?

November 1, 2015

By Veronica Dagher A financial pro offers advice to a couple with a home and two rental properties Before they met, when Lisa and Mike Pisano were in their early 20s…

Wall Street Journal: When Clients Get Divorced

June 12, 2015

By Anna Prior First step: Establish open communication with and among both parties There are plenty of phone calls financial advisors don’t like to get from their clients. But one in…