Press

2019 Articles:

https://www.wsj.com/articles/the-often-ignored-benefits-of-solo-401-k-s-11562638380

https://money.usnews.com/investing/investing-101/articles/how-to-invest-unneeded-social-security-benefits

https://www.mortgageloan.com/should-you-avoid-pmi-or-buy-now

http://fiduciarynews.com/2019/02/how-math-anxiety-ruins-retirement-and-what-to-do-about-it/

http://www.gobankingrates.com/retirement/mistakes-even-smart-people-make-retirement/

2018 Articles:

https://www.hermoney.com/connect/marriage/how-not-to-get-screwed-in-divorce/

https://www.creditcards.com/credit-card-news/explain-credit-score-to-kids.php

http://fiduciarynews.com/2018/06/7-steps-to-teach-your-child-good-financial-habits/

http://www.investopedia.com/articles/personal-finance/042016/do-advisors-give-worse-advice-women.asp

https://www.hermoney.com/connect/marriage/how-not-to-get-screwed-in-divorce/

2017 Articles:

https://money.usnews.com/investing/investing-101/articles/2017-08-30/invest-to-cover-life-insurance-gap

https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/myras-shut-down.aspx?widget=mostpopular3

https://advisornews.com/innarticle/advisory-fees-resist-downward-pressure-2017#

https://www.thepennyhoarder.com/smart-money/retirement/borrowing-money-from-your-401k/

http://money.usnews.com/investing/articles/2017-05-05/how-to-avoid-tanking-your-portfolio-in-retirement

https://www.nerdwallet.com/blog/finance/4-times-when-you-might-need-a-financial-planner/

http://www.knoxnews.com/story/money/columnists/mildred-culp/2017/04/24/workwise-making-transition-into-retirement/100687234/

http://financialadvisoriq.com/c/1583143/182223

https://www.yahoo.com/news/life-insurance-investing-132843587.html

http://money.usnews.com/investing/articles/2017-03-15/how-to-use-life-insurance-for-investing

https://www.ericksonliving.com/tribune/articles/2017/01/how-avoid-these-common-financial-killers-retirement

http://www.cheatsheet.com/money-career/lamest-retirement-excuses-people-tell-themselves.html/?a=viewall

http://www.investopedia.com/articles/personal-finance/021716/10-signs-you-are-not-ok-retire.asp

2016 Articles:

https://insurancenewsnet.com/innarticle/advisor-alert-what-high-net-worth-investors-really-want

https://www.thestreet.com/story/13864717/2/should-seniors-pay-off-their-mortgages.html

http://time.com/money/4306347/retirement-mistakes-americans-make/

http://www.deseretnews.com/article/865661707/How-to-avoid-being-the-70-percent-who-squander-their-inheritance.html?pg=all

http://www.fiduciarynews.com/2016/08/the-three-biggest-mistakes-retirement-savers-make-during-down-markets/

https://www.thestreet.com/story/13593032/1/83-of-u-s-seniors-want-to-keep-their-own-homes-in-retirement.html

https://financialadvisoriq.com/c/1351003/150633

http://money.usnews.com/investing/articles/2016-03-07/navigating-red-tape-when-switching-financial-advisors

http://www.investopedia.com/articles/investing/031516/5-signs-fund-fees-are-hammering-your-investments.asp

http://www.americanbanker.com/bankthink/women-in-banking-goldmans-gender-imbalance-barbies-fed-ties-1077912-1.html

http://www.fiduciarynews.com/2016/03/the-three-best-most-obvious-tips-retirement-savers-too-often-ignore/

http://www.fiduciarynews.com/2016/01/3-rules-for-retirement-savers-during-falling-markets/

https://insurancenewsnet.com/innarticle/crazy-talk-politics-client

http://www.msn.com/en-us/news/money/how-to-give-your-retirement-plan-a-reboot-in-2016/ar-BBo6Jw7?srcref=rss

http://finance.yahoo.com/news/navigating-red-tape-switching-financial-155507917.html

http://www.thestreet.com/story/13457802/1/5-signs-you-should-can-your-financial-advisor.html

http://www.thestreet.com/story/13500948/2/are-complex-life-insurance-applications-driving-americans-away.html

http://www.communityadvocate.com/2016/02/02/second-saturday-divorce-workshop-launching-in-central-massachusetts/

2015 Articles:

https://www.asppa.org/News/Article/ArticleID/5629

http://www.fiduciarynews.com/2015/09/are-plain-vanilla-401k-investment-options-a-fiduciary-imperative/

http://www.fiduciarynews.com/2015/11/is-myra-myredundant/

http://www.fiduciarynews.com/2015/12/state-sponsored-private-employee-retirement-plans-first-step-towards-nationalized-retirement/

http://www.thestreet.com/story/13343749/1/what-80-year-olds-can-teach-you-about-living-a-good-retirement.html

http://www.nasdaq.com/article/invest-like-women-theyre-better-heres-how-cm540289

http://www.investors.com/etfs-and-funds/retirement/invest-like-a-woman-they-are-better-here-is-how/

The opinions voiced in this material are for general information only and are not intended to provide specific advice or to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Provo Wealth Management Group. Securities America is not affiliated with any other named entity. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities American and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.

Brokercheck

%d bloggers like this: