Senior partner, Jody D'Agostini, has contributed to the articles linked below. Jody has been quoted in publications such as Wall Street Journal, Baron's, Nerdwallet, Money magazine, and Kiplingers.
Social Security Strategy Tips for Married Couples
Bob Haegele | April 21, 2022
A carefully planned mini-retirement can provide a
remedy for burnout without derailing your financial goals
Katherine McLaughlin | April 13, 2022
Are you Ready to Transfer Wealth?
Chicago Tribune | March 13, 2022
6 Ways Women Can Boost Retirement Savings
Donna Fuscaldo | March 9, 2022
What to Do When Your Married Clients Can’t Agree on Retirement Planning
Ben Mattlin | December 15, 2021
How to navigate your finances if you’re newly single or divorced
Gabrielle Olya | September 16, 2021
Can I undo an IRA contribution that isn’t deductible
Karin Price Mueller | April 12, 2021
Can I get Social Security from my ex-spouse
Karin Price Mueller | Jan. 28, 2021
The IRS says it's sent out all stimulus checks thus far.
Here's what to do if you didn't get one.
Picchi | FEBRUARY 26, 2021
Biden's Tax Proposals Impact Financial Advising Clients.
Here's How to Prepare Now
By Barbara Friedberg | Feb. 23, 2021
Securing Retirement in the Coronavirus Era
The Pleasure of Phasing Into Retirement
Horovitz | Nov. 14, 2020
Covid-19 Was the Second Major Setback for Near-Retirees.
Here's How to Get Your Plan Back on Track.
Kapadia | September 8, 2020
Single and Planning for Retirement?
Here Are 4 Key Things to Do.
Carlson | Aug. 1, 2020
Is it time to withdraw money or borrow from your 401(k) piggy bank?
Kheel | June 11, 2020
How to Make a Financial Plan When the Pandemic Has Made Planning Seem Impossible
Mitra | August 1, 2020
Demand for wills surges as coronavirus has 'focused people's minds'
- here's where to start
Gilchrist | April 3, 2020
What Financial Advisors Can Learn From the
Bill and Melinda Gates Divorce
Stalter | May 11, 2021
Gray Divorce Comes With Unique Challenges.
How Advisors Can Help.
Munk | May 21, 2021
Americans look forward to 'revenge spending' after a year
inside-here's how to make the most of it
Adamczyk | June 2, 2021
3 Ways Grandparents Can Help Pay for College
Munk | Aug. 5, 2019
6 Ways to Keep Working After Retirement, Whether You
Want Some Extra Spending Money or Are Ready to Try Something New
Gill | March 01, 2021
How 401(k) Distributions Work
Gill | March 01, 2021
What Long-Term Care Insurance Is (and Why You Might Want to Consider It Now)
Gill | March 01, 2021
How to Pick the Best Place to Retire for You
Gill | March 01, 2021