4/11/25 MarketWatch ‘It’s a bit much.’ A financial adviser charged this fee for a client’s $500K investment. Was it reasonable — or not?

3/21/25 MarketWatch ‘My best advice in a scary market.’ 7 financial advisers on how to recession-protect your portfolio right now

2/24/25 MarketWatch ‘I feel like I’m in trouble.’ I’m 74 with $1.7k a month in income and $150K in savings. But my house isn’t paid off and I’m still working. Now what?

2/19/25 MarketWatch‘I can’t seem to pull the trigger.’ I’m a widow, age 67, with no mortgage and $4M – but 65% of that is in stocks. Am I doing it wrong?

1/27/25 AOL What happens to your investment accounts after you die?

1/24/25 The Muse What Is a 401(k)? Everything You’ve Been Wondering, Explained

12/13/24 MoneyGeek.com  Experts’ Insight on Life Insurance Payouts

12/13/24 MoneyGeek.com  Expert Advice on the Average Cost of Life Insurance

11/15/24 MarketWatch My CD is maturing in 2 months – and now I’m wondering: Should I renew it again for 9 months? What would a financial adviser tell me to do?

11/14/24 MarketWatch ‘What options do I have?’ I have $150K and wondering if there is any possible way to make a 3-5% return on that money

10/28/24 MoneyGeek.com Expert Advice: Finding the Best Life Insurance for Seniors

10/28/24 MoneyGeek.com Expert Insight on $500,000 Life Insurance Policies

10/12/24 MarketWatch ‘I’ve never done this before.’ I recently graduated with an engineering degree and now have a corporate job, but I’m unsure about money. What’s my move?

9/24/24 MarketWatch I’m a Financial Planner: 12 Tips To Conquer Fear of Losing Wealth Due to Market Downturns

9/12/24 MarketWatch What makes the most sense for someone my age? At 70, I’m still ‘gainfully employed’ as a doctor in Ohio. Who’s the right pro to help me now?

8/13/24 GoBankingRates.com I’m a Financial Advisor: 3 Reasons My Retired Clients Are Concerned About a Trump 2024 Win

8/11/24 GoBankingRates.com I’m a Financial Planner: Here’s What a Trump Presidency Would Mean If You Plan To Buy a House in 2025 

8/10/24 GoBankingRates.com I’m a Financial Planner: Here’s What a Kamala Harris Presidency Would Mean If You Plan To Buy a House in 2025

7/24/24 MoneyGeek.com Expert Advice on Life Insurance vs. Roth IRA for Retirement

7/24/24 MoneyGeek.com Experts’ Insights on Using Life Insurance as an Investment

7/22/24 GoBankingRates.com 4 Reasons Warren Buffett’s Value Investing Strategy May No Longer Pay Off

7/19/24 GoBankingRates.com I’m a Financial Planner: Here’s How To Mix Your Retirement Accounts To Avoid Future Taxes

7/9/24 MarketWatch We are in our 50s and contributed to retirement ‘as best we could.’ While ‘we are not millionaires,’ we do have money set aside. But now what?

7/3/24 MarketWatch I’m 78 and an investment rep put me in a 10-year annuity ‘without clearly informing me’ about what was going on. I’ll have to pay $26K if I withdraw early. Now what?

5/13/24 MarketWatch My mom is 92 and we invested $200K at a credit union. I told them we could tie it up for 1 year, max. Now it’s tied up for 7 years and they won’t talk to us. What’s my move?

5/5/24 GoBankingRates.com 8 Services Wealthy Retirees Spend Money On That Poor and Middle Class People Don’t

3/20/24 MarketWatch I trusted my adviser, giving him $375,000 to invest. But he lost $80,000 and charged me 1.5% to do it. What’s my move?

2/26/24 MarketWatch I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?

2/12/24 MarketWatch If you aren’t ‘loud budgeting,’ are you even budgeting right? TikTok has thoughts — but so do money pros 

1/30/24 MarketWatch We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?

1/18/24 MarketWatch I’m paying my financial adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?

1/17/24 US News & World Report How Roth IRA Taxes Work

12/21/23 US News & World Report What Is the Social Security Administration?

12/7/23 MarketWatch My financial adviser charges advisory, manager and platform fees — and the total fee is 1.15%. Is this even normal?

12/1/23 US News & World Report 5 Reasons You Should Never Retire

11/6/23 MarketWatch I’m 47, will get a $5,000-per-month pension, only owe $180,000 on my home and have $419,000 in a savings account. Should I get a pro to help me?

10/30/23 MarketWatch I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?

10/27/23 MarketWatch Worried about interest rates rising more? These CDs let you hike up the APY if interest rates rise

10/23/2023 MarketWatch My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?

10/16/23 MarketWatch I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help?

10/16/23 MarketWatch ‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement

10/12/23 MarketWatch I’m 68, own two properties and have $1.6M in the market, but it’s been flat for 18 months. Should I just park it all in CDs for the next two years? Should I get an adviser?

10/10/23 MarketWatch ‘I’m not a high maintenance person.’ I’m 70 and living well on $24K a year in Social Security. But I’ll have to take IRA distributions soon and might want to live abroad. Should I hire a pro to help?

10/9/23 MarketWatch Worried about a recession, many Americans say they keep too much money in cash. But how much is too much in this economy?

10/5/23 MarketWatch Costco’s 24-carat gold bars are priced at about $1,930 — and reportedly selling out. Should you buy these, or gold in general, right now?

9/20/23 MarketWatch I have $2M and am paying my financial adviser 1%. How often should we speak? (Psst: Pros say this is the minimum.)

9/15/23 MarketWatch Plenty of CDs and savings accounts now pay 5% or higher. These 2 questions can help you pick which is right for you.

9/14/23 US News & World Report Fixed vs. Variable Annuities: Which Is Best for You? 

9/14/23 MarketWatch With impressive APYs — sometimes up to 6% or 7% — CDs are tempting. But here’s when CDs just aren’t worth it.

9/1/23 MarketWatch I’m 70, semiretired and have a $200K Roth IRA and a paid-off home. But I want to go more into stocks. Should I get a financial planner to help?

8/16/23 MarketWatch We’ll get about $7.7K a month from our pensions, but have $24K in credit card debt. Several free advisers have said ‘we’re in good shape’ but we have questions. What’s our move?

8/12/23 MarketWatch ‘I’m stretched thin.’ I’m 23 and make $75K a year living in the Northeast. But between rent and other bills I have ‘very little’ in the bank each month. Should I hire a pro to help?

8/12/23 MarketWatch I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?

8/9/23 MarketWatch With many CDs now paying 5% or more, here’s the No. 1 way to skirt an imminent tax hit on your CD earnings, one pro tells us.

8/7/23 MarketWatch Have you asked your financial adviser these 8 questions? If not, get on it.

8/1/23 MarketWatch Tiffany Haddish and Nicki Minaj get this so very right about saving money — and it’s a lesson more of us should learn too

7/29/23 MarketWatch Money market accounts vs. CDs: What’s better?

7/26/23 MarketWatch How high will CD rates go in 2023?

7/25/23 MarketWatch CD vs. savings account: Which should I choose?

6/29/23 MarketWatch What is an independent financial adviser? How do they differ from the rest?

6/26/23 MarketWatch Fiduciary vs. financial adviser: What’s the difference?

6/17/23 MarketWatch I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?

6/1/23 MarketWatch ‘I need to stop the bleeding.’ I’m 49 with $133K in my 401(k), but I haven’t contributed in two years and recently lost $25K. Is it worth getting professional help?

5/23/23 MarketWatch A number of CDs now pay 5%. This is the art of maximizing that return for years to come, pros say.

5/17/23 MarketWatch ‘I think our financial adviser is overcharging us.’ But how do we prove it?

5/15/23 MarketWatch We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?

5/3/23 MarketWatch 7 signs it’s time to fire your financial adviser

5/1/23 GoBankingRates.com Experts: How To Save More in Your Employer’s Retirement Plan

4/22/23 MarketWatch One of the faces of the FIRE movement ‘had to’ (gasp) ‘go back to work.’ What does this mean if you want to retire early too?

4/17/23 MarketWatch 5 things you should never do with your savings

4/14/23 MarketWatch We make $400K a year, but spend $14K a month and need to save for our kids’ college and retirement. Should we hire a pro to help?

4/1/23 MarketWatch ‘She made about $15K last year off my money.’ My financial adviser is making money off the $1 million I invested with her — even though I’m losing money. What’s my move? 

3/27/23 US News & World Report Laid Off at Age 60? Here’s How to Handle Retirement Savings

3/16/23 MarketWatch My husband is 50 but only in his second year of establishing credit. He has a little money he’d like to grow, but will a financial adviser even take on a case like his? 

3/11/23 MarketWatch Comedian Dax Shepard says you should ‘clean up’ this part of your finances. Pros say it’s an easy way to save thousands

3/4/23 MarketWatch I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?

2/2/23 MarketWatch ‘I’m stretched thin.’ I’m 23 and make $75K a year living in the Northeast. But between rent and other bills I have ‘very little’ in the bank each month. Should I hire a pro to help?

2/1/23 GoBankingRates.com Who Wants Inflation Relief? Experts Explain the Gender and Generation Discrepancy

2/1/23 GoBankingRates.com Want a Higher Savings Rate? Ask Your Bank for a Raise

1/20/23 US News & World Report How Roth IRA Taxes Work

1/9/23 MarketWatch 8 places you may earn between 3%-7% or more on your money right now (and psst: some have guaranteed returns)

1/9/23 MarketWatch I’m 70, retired and my husband and I have Social Security, two 401(k)s and an annuity so we ‘live comfortably.’ So do I even need my financial adviser anymore?

1/6/23 MarketWatch I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me?

1/5/23 MarketWatch I make $102K a year, but I’m late to saving and have student loans. I want to invest better, live on ‘as little as possible’ and buy rental property for income. Where should I turn?

1/5/23 MarketWatch One simple piece of money advice both Shaq and LeBron live by that you should too — well, to a point

12/21/22 MarketWatch 7 financial advisers on what they are personally doing with their money in 2023 to weather a possible recession

12/14/22 MarketWatch I just retired at 64. My husband is 73 and beginning to have health issues. We need a financial plan and to figure out what to do with Social Security. What’s our move?

12/13/22 MarketWatch Do we have ‘any chance in the future’? We are in our 40s but started saving for retirement late, so we only have about $20K in our 401(k)s. But we have $75K we can also invest. Should we get a pro to help us get on track?

12/6/22 MarketWatch LeBron James — now worth an estimated $1 billion — learned this simple lesson about saving money early in life. Pros say far more of us need to learn it too.

12/5/22 MarketWatch ‘I feel like a fool.’ I’m 65 and recently met a ‘gorgeous’ 70-year-old millionaire who ‘started acting as my financial adviser.’ But he ghosted me, and left me with less than $20 in my account. What’s my move now?

12/2/22 MarketWatch ‘It has been a nearly continuous plunge.’ My accounts are down 13% this year, but my financial adviser hasn’t made a single adjustment — and is still taking his 1%. Do I even need him anymore?

11/3/22 MarketWatch ‘I’m close to retirement and feeling uneasy’ as my current financial adviser has ‘made some trades that cost me dearly.’ Is this inevitable in this economy — or do I need to jump ship?

11/1/22 MarketWatch Americans are running towards the safety of cash — but here are 3 ways they could screw that all up, pros say

10/4/22 Newsday CPI Aero stock soars ahead of return to NYSE American

8/3/22 US News & World Report: Is It Possible to Run Out of Money in Retirement?

7/16/22 MarketWatch: ‘My friends and family say I’m rich.’ I’m 26 and make $100K a year living in St. Louis, where I pay $850 in rent. But I can’t afford to buy a home, and am losing money when I invest. Would hiring a financial adviser be a smart move?

6/21/22 MarketWatch: I’m paying my adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?

4/18/22 MarketWatch: When is the best time to claim Social Security retirement benefits — sooner or later?

4/15/22 Business Insider: Dogs of the Dow: The 10 high dividend-yield stocks behind a simple strategy aimed at beating the market

4/7/22 Wall Street Journal: As Mortgage Rates Rise, Home Sellers Fear Time Is Running Out to Cash In

3/27/22 Wall Street Journal: Five Ways Muni Investors Can Navigate a Rising-Rate Environment

2/24/22 Newsday: Russia-Ukraine conflict may mean higher prices on LI, economists say

12/30/21 Business Insider: 5 expert tips for 20-somethings who want to invest but don’t know where to start

12/21/21 Newsday: Long Islanders share their 2022 financial resolutions

12/15/21 Forbes: How To Invest In The S&P 500

9/30/21 Kiplinger: Like the Mutual Fund? Meet the ETF

8/6/21 Newsday: Have bitcoin dreams? What to know about the hype, the reality and the future of cryptocurrencies

7/19/21 Business Insider: Financial experts told me I should stop renting and a buy a home, but I’m ignoring their advice for 3 reasons

7/6/21: Newsday: When should you sell your house and retire?

12/22/20 Newsday: After pandemic-scrambled 2020 it’s time to get finances in order for 2021

12/2/20 Newsday: Is an uptick in inflation on the horizon?

11/25/20 Newsday: What can you do with $5,000 cash you’ve saved during the pandemic?

11/7/20 Wall Street Journal: Why 2020 was the perfect year for tax loss harvesting

10/21/20 Newsday: What to do with your 401(k) when you lose your job 

10/14/20 Newsday: Review where pandemic has left your finances before starting new year

9/30/20 Newsday: Don’t let FOMO guilt you into overspending for holiday gifts

9/21/20 Newsday: Retirement is no time to coast. Revisit your plan to see if you are on track

8/19/20 Newsday: Money Fix: How to get life, disability insurance after losing job

7/29/20 Newsday: Money Fix: ‘Trying to get rich quick?’ Traders need discipline, an expert says

7/10/20 Business Insider: I’m keeping up with retirement contributions even though my income is down

6/28/20 Newsday: Money Fix: Experts weigh in on whether you should take a buyout

6/14/20 Newsday: Lessons from 2008 financial crisis

5/31/20 Newsday:: Loaning money to friends can lead to problems, experts say

5/15/20 Huffington Post: Will There Be Another Stock Market Crash?

5/8/20 US News & World Report: 7 Best Mutual Funds to Buy With Your Stimulus Check

4/12/20 Newsday: Calculating whether your retirement plans can stay on track

12/1/19 Newsday: Money Fix: How to prepare for the biggest financial risks of 2020

10/26/19 Newsday: Your Money: The pros and cons of longer-term car loans

10/19/19 Newsday: Money Fix: How to rein in the costs without spoiling the fun

10/13/19 Newsday: Money Fix: Starting to save? Which kind of savings account is best?

10/2/19 NY Metro Parents: Can I Afford to be a Stay-at-Home Parent?

9/22/19 Newsday: Buying vs. leasing your next car: What the experts say

9/8/19 Newsday: Try to avoid tapping retirement funds to pay your bills

7/13/19 Newsday: Expecting a recession? Here’s how to prepare for it

6/22/19 Newsday: Time to check up on your financial New Year’s resolutions

5/26/19 Newsday: Does making a move in retirement make sense for you?

5/1/19 Investors Observer: Exchange Traded Funds (ETFs): Not Always a Passive Approach

4/6/19 Newsday: Automate your savings efforts

2/16/19 Newsday: Dealing with bankruptcy in retirement

1/9/19 Newsday: Getting started on your 401(k)

1/3/19 Investors Observer: Making the case: Equal weighting & the dividend aristocrats

12/15/18 Newsday: Year-end charitable giving tips

11/18/18 Newsday: Choosing a financial adviser: How you pay is critical

10/14/18 Newsday: Retirement spooking you? Start saving for it now.

8/12/18 Newsday: Three costly pitfalls that could derail your 401(k) earnings

6/30/18 Newsday: What to do with that twice-a-year extra paycheck

6/9/18 Investors Observer: Tax law changes in 2018: what you need to know

6/8/18 Newsday: Preserve friends and money: Split the check

3/31/17 Wealth Advisor:How Financial Advisors Decide When To Collaborate

2/24/17 Investor’s Business Daily: Make Love, Not War? How Financial Advisors Decide When To Collaborate

9/30/16 Investors Observer: Proper asset titling: Estate planning and your home

4/1/16 Investor’s Business Daily: Giving Back…And Getting Much, Much More In Return

3/10/16 Wall Street Journal: Why Postnuptial Agreements Are on the Rise

9/18/15 Financial Advisor IQ: Reasons a Prospect Wants to Dump Old FA Can Tell Volumes

6/1/05 Wealth Management: What a Difference a Decade Makes