Press

Our expertise, recognized — as seen in The Wall Street Journal, Bloomberg, and more.


Kiplinger

They Retired With $10 million. Should They Still Invest Aggressively?

October 13, 2026
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People Without Kids are Hacking the College Savings Account

August 27, 2026
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Kiplinger

How to Pull Off a $1.2 million Roth Conversion While Earning $140k

August 14, 2026
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As 401(k) balances swell, financial advisors warn of retirement planning pitfalls

April 5, 2026
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5 Mistakes Wealth Management Firms Should Avoid With Internship Programs

February 23, 2026
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Kiplinger

We Retired at 62 with $6.1 Million. My Wife Wants to Make Large Donations, but I want to Travel and Buy a Lake House.

February 18, 2026
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Episode #226 New Planner Podcast – Leaving a Partnership and Starting a New Firm with Robert Jeter

February 6, 2026
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Kiplinger

I Have to Take a $22,000 RMD by the End of the Year, and I Don’t Need the Money. What Should I Do With It?

January 23, 2026
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Kiplinger

I’m Retired With $2.2 Million Saved and Work 2 Retail Shifts a Week for Fun. My Young Colleague Just Got Her Hours Cut. Should I Quit So She Can Have My Shifts?

December 11, 2025
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Are you taking advantage of every 2026 tax break available?

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