Published Works

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

https://www.cbsnews.com/news/stimulus-checks-irs-sent-what-to-do-2021-02-23/




Biden's Tax Proposals Impact Financial Advising Clients. Here's How to Prepare Now

https://money.usnews.com/financial-advisors/articles/how-bidens-tax-proposals-may-impact-financial-advisors-clients

 

 

Securing Retirement in the Coronavirus Era

https://www.theatlantic.com/sponsored/equitable-2020/securing-retirement-coronavirus-era/3595/

 

The Pleasure of Phasing Into Retirement

Horovitz

https://clicktime.symantec.com/33hrwUiidcw4PYD3vsomkhg7Vc?u=https%3A%2F%2Fwww.wsj.com%2Farticles%2Fthe-pleasure-of-phasing-into-retirement-11605366000%3Fpage%3D1

 

Covid-19 Was the Second Major Setback for Near-Retirees. Here's How to Get Your Plan Back on Track.

Kapadia

https://www.barrons.com/articles/the-new-playbook-to-shore-up-your-retirement-for-the-pandemic-era-51599245459?mod=wsjhp%3Fmod

 

Single and Planning for Retirement? Here Are 4 Key Things to Do.

Carlson

https://www.barrons.com/articles/single-and-planning-for-retirement-here-are-4-key-things-to-do-51596283201?refsec=retirement

 

Is it time to withdraw money or borrow from your 401(k) piggy bank? | CNN Underscored

Kheel

https://www.cnn.com/2020/06/11/cnn-underscored/401k-withdrawal-early-vs-loan-rules-taxes-penalty/index.html

 

How to Make a Financial Plan When the Pandemic Has Made Planning Seem Impossible

https://money.com/coronavirus-financial-plan/

 

Demand for wills surges as coronavirus has 'focused people's minds' - here's where to start

Gilchrist

https://www.cnbc.com/2020/04/03/demand-for-wills-surges-as-coronavirus-boosts-financial-planning.html

 

What Financial Advisors Can Learn From the Bill and Melinda Gates Divorce | Financial Advisors | US News

https://money.usnews.com/financial-advisors/articles/what-financial-advisors-can-learn-from-the-bill-and-melinda-gates-divorce

 

Gray Divorce Comes With Unique Challenges. How Advisors Can Help.

Munk

https://www.barrons.com/articles/gray-divorce-comes-with-unique-challenges-how-advisors-can-help-51621609847

 

Americans look forward to 'revenge spending' after a year inside-here's how to make the most of it

Alicia Adamczyk
Published Wed, Jun 2 2021 1:44 PM EDT.  Updated Wed, Jun 2 20214:17 PM EDT

https://www.cnbc.com/2021/06/02/how-to-make-the-most-of-revenge-spending-after-a-year-spent-inside.html

 

3 Ways Grandparents Can Help Pay for College

Munk
Updated Aug. 5, 2019 6:07 am ET

https://www.wsj.com/articles/3-ways-grandparents-can-help-pay-for-college-11564971241?tesla=y

 

 

 

6 Ways to Keep Working After Retirement, Whether You Want Some Extra Spending Money or Are Ready to Try Something New

By Kristine Gill   March 01, 2021
https://www.realsimple.com/work-life/life-strategies/job-career/working-in-retirement-ideas

 

How 401(k) Distributions Work

By Kristine Gill   March 01, 2021
https://www.realsimple.com/work-life/money/money-planning/401k-distributions-guide

 

What Long-Term Care Insurance Is (and Why You Might Want to Consider It Now)

By Kristine Gill  March 01, 2021
https://www.realsimple.com/work-life/money/money-planning/long-term-care-insurance

 

How to Pick the Best Place to Retire for You

By Kristine Gill    March 01, 2021
https://www.realsimple.com/work-life/travel/travel-planning/how-to-pick-the-best-place-to-retire

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