Retirement Accounts & Planning

Press Coverage

  • Refinery29 – “What is a Roth-IRA and Should I Get One?”
  • Washington Post – “Two-Thirds of Americans Aren’t Using This Easy Way To Retirement”*
  • CheatSheet – “How Much Money Does The Average American Have in Their Retirement?”
  • Consumer Affairs – “Retirement Planners Increase Focus on Women’s Challenges”
  • Kiplinger – “Older Couples Face Money Battles”
  • CNBC – “3 Steps to Avoid Out of Money in Retirement”
  • CNBC – “What The Magic Number For Your Retirement Savings”
  • WSJ.com – “Mistakes Employees Often Make With Retirement Savings”*
  • WSJ.com – “The Case For Forcing People To Save For Retirement”*
  • CNBC – “4 Mistakes That Could Ruin Your Retirement”
  • AARP Magazine – “Retirement Tips for Singles”
  • Forbes – “Start Now: A Step By Step, Tough Love Guide To Saving For Retirement In Your 20s”
  • Morningstar – “Retirement Planning for Singles: 3 Musts”
  • Fox News – “The Retirement Crisis”
  • Los Angeles Times – “Nudging A Millenial to Save for Retirement”
  • US News & World Report – “6 Tips for Women Who Want to Retire”
  • Forbes – “The Truth About Women Aging Retirement”*
  • San Antonio Express – “Long-living Women Find Financing Retirement A Challenge”
  • Savvy Ladies – “Shocking Statistics on Women and Retirement”
  • Fox Business – “Do You Ever Worry About Ending Up Old & Poor?”
  • The Houston Chronicle – “A Gift For Mom: Financial Knowledge & Security”
  • US News & World Report – “8 Retirement Tips For 20-Somethings”

Video

  • [Video] CNBC – “Offering Alternatives to Lofty Retirement Dreams”
  • [Video] CNBC – “What The Heck Is A Required Minimum Distribution”
  • [Video] CNBC – “For Retirees, Downsizing Has Its Upsides”
  • [Video] CNBC – “Here’s Who Really Uses a 529 and What They Save”
  • [Video] CNBC – “Self Employed Go It Alone With Retirement Saving Options”
  • [Video] CNBC – “What the Heck Is a Required Minimum Distribution”

* = access behind a paid-media wall might be required