Press

Wall Street Journal - November 4, 2020 - My quote in this article about financial guilt was short but something I repeat constantly Prospering in the Pandemic, Some Feel Financial Guilt and Gratitude

By Jordan Parker - October 26, 2020 - I give a brief anecdote about a sad client story in Nightmare Financial Consultants & Advisors

MSN Money - October 13, 2020 - I discuss savings priorities in How Much Should I Save Each Month? 

US News & World Report - June 22, 2020 - I give boring advice about how to spend your stimulus money in 10 Smart Ways to Spend $1000 

Motherhood Aligned Podcast - May 14, 2020 - Katy Weade hosts and we talk about what you can do during COVID-19 to improve your personal finances in Episode 3

Forbes - May 7, 2020 - I discuss issues faced by the unbanked in It’s Time to Improve Banking Access for Americans

Forbes - October 24, 2019 - I talk about what to do with your old 401k in The Problem With (And Solution To) Leaving your 401(k) With Your Former Employer.

Kiplinger - October 3, 2019 - I give a personal view of my thoughts on health insurance in What You Should Know About Open Enrollment same article also featured here in the Chicago Tribune.

Zebra Smash Podcast - June 3, 2019 - In this fee-only advisor directed podcast, I share my experience at this year’s Spring NAPFA conference with a bit of heat related to inequality between male and female financial advisors Episode 82

NAPFA Advisor Magazine - May 2019 - I contribute to a conversation on Long-Term Disability Insurance in Long-term Disability 101

Huffpost - March 23, 2019 - When is enough enough when it comes to helping your kids financially? I share my thoughts in When Should You Start Cutting Off Your Children Financially?

Fiduciary News - January 2, 2019 - In #2 I discuss the importance of acting as a fiduciary in workplace retirement plans in A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019

Bankrate - December 25, 2018 - I talk about the importance of estate planning in item #7 in Top 7 financial New Year’s resolutions and how to fulfill them.

Forbes - November 30, 2018 - I provide insight on the importance of HSAs in Gen X Women: The Time Is Now To Embrace Health Savings Accounts