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.
Online Coverage
- 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
- 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
- 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
- Business Insider — Mid-2024 CD Rate Forecast: Will CD Rates Go Up Later in 2024?
- Capitalize — The Rise of Fintech: Revolutionizing Retirement Saving
- Financial Advisor IQ — Small RIAs Not Jumping on the Alts Bandwagon Just Yet
- 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?
- 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
- 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.
- 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 — 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
- Business Insider — How to survive inflation, according to 5 financial planners
- Investopedia — Famous Black Financial Advisors
- Sound Dollar — What’s a Backdoor Roth IRA?
- 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
- 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 — 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
- 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
- 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
- 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
- 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
- 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
- The Wall Street Journal — The Post-Covid-19 Rules of Tipping
- Money — 6 Best Life Insurance for Seniors of 2021
- 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
- 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
- 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 — 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.
- 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
- Money — A Guide to Life Insurance for Seniors
- 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?
- 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
- 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 — 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
- 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 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
- 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
- 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
- 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 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 — 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 — 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
- The Penny Hoarder — What Is Robo-Investing, and Should You Try It?
- MagnifyMoney — How to Make Money in Stocks
- Atlanta Business Chronicle — Estate planning different for singles, couples
- MagnifyMoney — What Is Preferred Stock?
- MagnifyMoney — How Much Does a Financial Advisor Cost?
- The Motley Fool — Here’s What the Perfect 401(k) Plan Looks Like
- 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 — 401(k) Contribution Limits in 2019
- 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
- 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
- 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?
- 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
- InvestmentNews — Advisers find summer slowdown has become a thing of the past
All photo credits to Martine Beher Photography.