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Felton & Peel in the News

We happily lend our professional advice and opinions to a wide range of press coverage, helping elevate financial understanding for those who seek support and guidance.

Felton & Peel Wealth Management in the press

Our team is available to discuss financial issues for online and print coverage, television appearances, speaking engagements, podcasts, radio, and telephone interviews. Get in touch if you'd like to work with us for a media opportunity.

Media Kit

Malik Lee

Malik Lee and Lewis Peeples — Malik Lee & Lewis Peeples

Lewis Peeples

Online Coverage

Redfin — The Ultimate House Hunting Checklist for Buyers — Redfin The Ultimate House Hunting Checklist for Buyers

The New York Times — How to Tell Your Adult Kids the Bank of Mom and Dad Is Closed — The New York Times How to Tell Your Adult Kids the Bank of Mom and Dad Is Closed

Business Insider — 3 smart things to do with your tax refund in case of a recession — Business Insider 3 smart things to do with your tax refund in case of a recession

NBC News — It’s time to reset your finances for 2025’s knowns and unknowns — NBC News It’s time to reset your finances for 2025’s knowns and unknowns

Business Insider Historical CD Rates: A Look Back at Savings Trends from 1965 to 2024

Bankrate — How to change up your savings strategy as a freelancer — Bankrate How to change up your savings strategy as a freelancer

Business Insider — Mid-2024 CD Rate Forecast: Will CD Rates Go Up Later in 2024? — Business Insider Mid-2024 CD Rate Forecast: Will CD Rates Go Up Later in 2024?

Capitalize — The Rise of Fintech: Revolutionizing Retirement Saving — Capitalize The Rise of Fintech: Revolutionizing Retirement Saving

Financial Advisor IQ — Small RIAs Not Jumping on the Alts Bandwagon Just Yet — Financial Advisor IQ Small RIAs Not Jumping on the Alts Bandwagon Just Yet

CFP Board — CFP BOARD ELECTS THREE NEW DIRECTORS — CFP Board CFP BOARD ELECTS THREE NEW DIRECTORS

The Wall Street Journal Podcast Biden Has a Plan B for Student-Loan Forgiveness. The Courts Could Kill It, Too.

Yahoo! Finance — Social Security: There Are ‘100 Million Different’ Ways To Claim Your Benefits — Which One Gets You the Most Money? — Yahoo! Finance Social Security: There Are ‘100 Million Different’ Ways To Claim Your Benefits — Which One Gets You the Most Money?

NerdWallet — How Black Parents Can Avoid the Parent PLUS Loan Debt Trap — NerdWallet How Black Parents Can Avoid the Parent PLUS Loan Debt Trap

BET Networks — BET Network Feature On Educating The Black Community On Generational Wealth! | Diversify — BET Networks BET Network Feature On Educating The Black Community On Generational Wealth! | Diversify

The Wall Street Journal Podcast What Fed Interest-Rate Hikes Mean for Your Mortgage, Loans and Savings in 2023

Barron’s — Can Financial Pros Narrow the Racial Wealth Gap? More Black Advisors Are Trying. — Barron’s Can Financial Pros Narrow the Racial Wealth Gap? More Black Advisors Are Trying.

NBC News — Holiday shoppers are spending more on credit cards just as interest rates top 30-year highs — NBC News Holiday shoppers are spending more on credit cards just as interest rates top 30-year highs

AARP — 6 Things You Need to Know About Social Security in Your 50s — AARP 6 Things You Need to Know About Social Security in Your 50s

AARP — Social Security Claiming Strategies for Couples — AARP Social Security Claiming Strategies for Couples

The Wall Street Journal Podcast What Borrowers Need to Know about the Fed’s Latest Interest Rate Hike

Bankrate Understanding section 7702 plans

The Wall Street Journal Fed Rate Increase: When to Tap Your 401(k) or Home Equity to Save on Interest

Investopedia — Investopedia 100 Top Financial Advisors of 2022 — Investopedia Investopedia 100 Top Financial Advisors of 2022

Business Insider — How to survive inflation, according to 5 financial planners — Business Insider How to survive inflation, according to 5 financial planners

Investopedia — Famous Black Financial Advisors — Investopedia Famous Black Financial Advisors

Sound Dollar — What’s a Backdoor Roth IRA? — Sound Dollar What’s a Backdoor Roth IRA?

CNBC — Annuities could soon qualify as a default investment in 401(k) plans — CNBC Annuities could soon qualify as a default investment in 401(k) plans

Business Insider — I’m a financial planner, and I tell anyone caring for aging parents to take 3 steps before it’s too late — Business Insider I’m a financial planner, and I tell anyone caring for aging parents to take 3 steps before it’s too late

NerdWallet — Experts Share Tips on Overcoming the Disparity in Generational Wealth — NerdWallet Experts Share Tips on Overcoming the Disparity in Generational Wealth

The Wall Street Journal How Rent Hikes Make Buying a House Even Harder

The Wall Street Journal — How Paying Bills and Sending Money Digitally Can Hurt Your Finances, and How to Avoid It — The Wall Street Journal How Paying Bills and Sending Money Digitally Can Hurt Your Finances, and How to Avoid It

The Wall Street Journal Consider This Your Permission to Spend More Money in 2022

Business Insider — As a financial planner, I constantly see people’s budgets fall apart for 3 reasons — Business Insider As a financial planner, I constantly see people’s budgets fall apart for 3 reasons

NerdWallet — Congress Is Targeting Backdoor Roths. Here Are Some Alternatives — NerdWallet Congress Is Targeting Backdoor Roths. Here Are Some Alternatives

Business Insider — I’m a financial planner, and there are only 3 times it’s a good idea to use your emergency fund — Business Insider I’m a financial planner, and there are only 3 times it’s a good idea to use your emergency fund

The Wall Street Journal Digital Payments Are Convenient. They Also Can Wreak Havoc on Your Finances.

Business Insider — I’m a financial planner, and there are 3 retirement mistakes I see over and over — Business Insider I’m a financial planner, and there are 3 retirement mistakes I see over and over

The Wall Street Journal How to Prepare Your Finances Before Quitting Your Job

Business Insider — I’m a financial planner, and there are 2 things you must do with your money before quitting your job — Business Insider I’m a financial planner, and there are 2 things you must do with your money before quitting your job

CNBC — Here’s how Black Americans can begin building wealth right now — CNBC Here’s how Black Americans can begin building wealth right now

Barron’s This Advisor Wants to Close the Black Wealth Gap. Accepting Risk Is Key

Bankrate — 12 ways to save money on a tight budget — Bankrate 12 ways to save money on a tight budget

Business Insider — I’m a financial planner, and there are 3 things I wish I could tell everyone who’s getting money advice on TikTok — Business Insider I’m a financial planner, and there are 3 things I wish I could tell everyone who’s getting money advice on TikTok

Barron’s — What You Need to Know About Alternative Sources of Retirement Income — Barron’s What You Need to Know About Alternative Sources of Retirement Income

The Wall Street Journal The Post-Covid-19 Rules of Tipping

Money — 6 Best Life Insurance for Seniors of 2021 — Money 6 Best Life Insurance for Seniors of 2021

Bankrate — Rainy day fund: Definition, purpose, how much to save, where to keep it — Bankrate Rainy day fund: Definition, purpose, how much to save, where to keep it

Redfin — Looking to Buy a House? 11 Tips on How to Save for a Downpayment — Redfin Looking to Buy a House? 11 Tips on How to Save for a Downpayment

Business Insider — A financial planner explains how to choose between a Traditional or Roth 401(k) to save for retirement — Business Insider A financial planner explains how to choose between a Traditional or Roth 401(k) to save for retirement

Policygenius — Universal life insurance: What it is & how it works — Policygenius Universal life insurance: What it is & how it works

Business Insider — 4 pieces of money advice financial planners wish they could give to Gen Z — Business Insider 4 pieces of money advice financial planners wish they could give to Gen Z

Business Insider — 4 money mistakes financial planners wish millennials would stop making — Business Insider 4 money mistakes financial planners wish millennials would stop making

Business Insider — I’m a financial planner, and I keep seeing millennials misuse 2 types of investment accounts — Business Insider I’m a financial planner, and I keep seeing millennials misuse 2 types of investment accounts

Business Insider — We published more than 2,000 personal-finance stories this year. Here are 10 of the most read. — Business Insider We published more than 2,000 personal-finance stories this year. Here are 10 of the most read.

Kiplinger — I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why) — Kiplinger I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)

Business Insider — 4 things people always forget to do with their money before the end of the year, according to a financial planner — Business Insider 4 things people always forget to do with their money before the end of the year, according to a financial planner

Money — A Guide to Life Insurance for Seniors — Money A Guide to Life Insurance for Seniors

Business Insider — 3 people who absolutely must have disability insurance, according to a financial planner — Business Insider 3 people who absolutely must have disability insurance, according to a financial planner

Kiplinger — What is Umbrella Insurance and Do I Need It? — Kiplinger What is Umbrella Insurance and Do I Need It?

Business Insider — The coronavirus pandemic should make you rethink your retirement plans in 2 ways, according to a financial planner — Business Insider The coronavirus pandemic should make you rethink your retirement plans in 2 ways, according to a financial planner

Yahoo! Finance The Differences Between Co-Borrowers and Co-Signers

Business Insider — I’m a financial planner, and there are 2 home-buying mistakes I’ve seen during the pandemic — Business Insider I’m a financial planner, and there are 2 home-buying mistakes I’ve seen during the pandemic

The Wall Street Journal How to Think Long Term With Near-Zero Interest Rates

Business Insider — 3 boxes to check before you buy homeowners insurance, according to a financial planner — Business Insider 3 boxes to check before you buy homeowners insurance, according to a financial planner

Business Insider — Half of millennials who aren’t investing are waiting until they earn more money, and they could be making a big mistake — Business Insider Half of millennials who aren’t investing are waiting until they earn more money, and they could be making a big mistake

Fox Business — 5 financial steps you should take in the coronavirus economy, according to experts — Fox Business 5 financial steps you should take in the coronavirus economy, according to experts

Business Insider — Has your unemployment assistance ended or been reduced? Here are 3 ways to manage your money and stay afloat — Business Insider Has your unemployment assistance ended or been reduced? Here are 3 ways to manage your money and stay afloat

The Wall Street Journal Help for Small-Business Owners: The Money Questions

Business Insider — I’m a financial planner, and there are 2 pieces of retirement advice I love to give my clients — Business Insider I’m a financial planner, and there are 2 pieces of retirement advice I love to give my clients

Business Insider — I’m a financial planner, and there are 3 questions I wish my clients would ask — Business Insider I’m a financial planner, and there are 3 questions I wish my clients would ask

Business Insider — I’m a financial planner, and I have 3 pieces of advice for all the new investors who jumped into the market since the pandemic began — Business Insider I’m a financial planner, and I have 3 pieces of advice for all the new investors who jumped into the market since the pandemic began

CNBC — If you’re married, here’s how to choose the filing status that will save you the most on your taxes — CNBC If you’re married, here’s how to choose the filing status that will save you the most on your taxes

CNBC — You don’t need to spend three months’ salary on an engagement ring—here’s what to do instead — CNBC You don’t need to spend three months’ salary on an engagement ring—here’s what to do instead

The Penny Hoarder — Accident Insurance: What It Is, and How to Determine If You Need It — The Penny Hoarder Accident Insurance: What It Is, and How to Determine If You Need It

The Balance — How to Use Your Emergency Fund and Make It Last — The Balance How to Use Your Emergency Fund and Make It Last

Business Insider — As a financial planner, I recommend life insurance to people in 5 situations — Business Insider As a financial planner, I recommend life insurance to people in 5 situations

Business Insider — I’m a financial planner, and my wealthiest clients have the same 3 habits — Business Insider I’m a financial planner, and my wealthiest clients have the same 3 habits

Business Insider — I’m a Black financial planner, and there are 3 pitfalls African Americans should avoid when building wealth — Business Insider I’m a Black financial planner, and there are 3 pitfalls African Americans should avoid when building wealth

CNBC — Millennials will inherit $68 trillion by 2030—here’s what to know if you receive a windfall — CNBC Millennials will inherit $68 trillion by 2030—here’s what to know if you receive a windfall

CNBC — 70% of American investors wish they’d handled money differently in 2019 — here’s their No. 1 regret — CNBC 70% of American investors wish they’d handled money differently in 2019 — here’s their No. 1 regret

CNBC — If I have student loans to pay off, should I also save for retirement? Here’s what experts say — CNBC If I have student loans to pay off, should I also save for retirement? Here’s what experts say

CNBC — The Secure Act may flood your 401(k) with annuities. Here’s what you should know — CNBC The Secure Act may flood your 401(k) with annuities. Here’s what you should know

InvestmentNews Fed signal sends advisers into fixed-income scramble

CNBC — Black households try to close wealth gap by chasing higher returns — CNBC Black households try to close wealth gap by chasing higher returns

The Penny Hoarder — What Is Robo-Investing, and Should You Try It? — The Penny Hoarder What Is Robo-Investing, and Should You Try It?

MagnifyMoney — How to Make Money in Stocks — MagnifyMoney How to Make Money in Stocks

Atlanta Business Chronicle — Estate planning different for singles, couples — Atlanta Business Chronicle Estate planning different for singles, couples

MagnifyMoney — What Is Preferred Stock? — MagnifyMoney What Is Preferred Stock?

MagnifyMoney — How Much Does a Financial Advisor Cost? — MagnifyMoney How Much Does a Financial Advisor Cost?

The Motley Fool — Here’s What the Perfect 401(k) Plan Looks Like — The Motley Fool Here’s What the Perfect 401(k) Plan Looks Like

LendingTree — How to Refinance an Underwater Mortgage — LendingTree How to Refinance an Underwater Mortgage

The Wall Street Journal An Advisory’s ‘10-Year Rule’: Keeping Emotion Out of Investing Decisions

MagnifyMoney — What Is a Backdoor Roth IRA? — MagnifyMoney What Is a Backdoor Roth IRA?

MagnifyMoney — 401(k) Contribution Limits in 2019 — MagnifyMoney 401(k) Contribution Limits in 2019

CreditCards.com — Should you use a credit card or home equity to renovate your home? — CreditCards.com Should you use a credit card or home equity to renovate your home?

Nasdaq 5 Credit Card Mistakes You Should Avoid

MarketWatch ‘Gilligan’s Island’ star shares a cautionary financial tale

MarketWatch One way that the Great Recession is still hurting Generation X

MarketWatch Why there should be more minority financial advisers

CNN Money How can I keep track of my money?

CNN Money 5 ways to improve your credit — fast

CNN Money The smartest way to pay off credit card debt

Reuters Your Money: The high price of ignoring financial advice

Yahoo Finance Use this IRA strategy if you think tax reform will happen by next year

CNBC — Use this IRA strategy if you think tax reform will happen by next year — CNBC Use this IRA strategy if you think tax reform will happen by next year

NerdWallet — Should You Use a 401(k) Loan to Pay Off Your Credit Cards? — NerdWallet Should You Use a 401(k) Loan to Pay Off Your Credit Cards?

The Penny Hoarder — How to Invest Even if You Have No Idea Where to Start — The Penny Hoarder How to Invest Even if You Have No Idea Where to Start

TechMoneyFit — How Much Do You Need to Save for Retirement? Here’s How to Find Out — TechMoneyFit How Much Do You Need to Save for Retirement? Here’s How to Find Out

GANT News — How can I keep track of my money? — GANT News How can I keep track of my money?

Investor’s Business Daily — Starting Up A Second Time; Setbacks Vanquished And Lessons Learned — Investor’s Business Daily Starting Up A Second Time; Setbacks Vanquished And Lessons Learned

MagnifyMoney — Here’s Exactly How to Confirm Your Financial Advisor’s Qualifications — MagnifyMoney Here’s Exactly How to Confirm Your Financial Advisor’s Qualifications

InvestmentNews Advisers find summer slowdown has become a thing of the past

All photo credits to Martine Beher Photography.