Published Works

 

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. 

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

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck