In the News

How To Coach Undisciplined Clients Without Sparking Their Anger
Investor’s Business Daily, January 12, 2018

GOP tax reform: Top year-end tips for taxpayers
Fox Business, December 18, 2017

GOP tax reform: time to ditch your 401(k) account?
Fox Business, December 12, 2017

Ask Brianna: How Do My Finances Compare With My Peers’?
New York Times. December 5, 2017

Five Financially Smart Moves With A Tax Refund
Investor’s Business Daily, November 22, 2017

Pick the wrong Medicare drug plan and the cost will shock you
CNBC, October 24, 2017

Watch out where you get help with buying a house
CNBC, October 22, 2017

If you miss this Medicare deadline, it could hurt your health
CNBC, October 10, 2017

The Military Hopes to Spur Savings With a New Retirement Plan
The Wall Street Journal,  October 8, 2017

Ready To Talk End-Of-Life With Clients?
Investor’s Business Daily, September 25, 2017

Social Security Collection: Early or Delayed?
US Business and Economy, September 17, 2017

Expect Medicare to cover assisted living? Think again
WRAL, September 16, 2017

Shoring Up Clients’ Social Security Knowledge Part 2: Maximizing Retirement Income
ThinkAdvisor, August 30, 2017

How an IRA Can Help Pay for Long-Term Care
Investopedia, August 29, 2017

4 Ways Baby Boomers Can Prepare for Long-Term Care
American Funds, August 17, 2017

Should Clients Ever Collect Social Security Early?
ThinkAdvisor, August 14, 2017

Don’t fear a 401(k) re-enrollment notice, it’s a good thing
CNBC, August 11, 2017

Apple iBooks Category Bestsellers, July 30, 2017
Publishers Weekly, August 4, 2017

Your Financial Checklist for Retiring to a New City
U.S. News, August 3, 2017

When You Should — and Shouldn’t — Tap Your Roth IRA
Nerdwallet, August 1, 2017

7 Steps For Millennials Who Want To Become Rich Retirees
Investor’s Business Daily, July 27,2017

Will You Have Enough Green For Your Golden Years?
Valley Morning Star, July 24,2017

30 Under 30, Part 1: Young Life, Health and Annuity Stars
ThinkAdvisor, July 23, 2017

8 Tips For Millennials Tackling Student-Loan Debt
Investor’s Business Daily, July 21.2017

How to take a vacation without falling into debt
WNCN, July 19, 2017

Common Questions Asked About Social Security
Nasdaq, July 12, 2017

Should Retirees Have Life Insurance?
The Wall Street Journal, July 5, 2107

Investors: 4 Smart Stock Moves to Make Now
Money, June 28, 2017

Navigating Medicare Enrollment: Guiding Clients through the Medicare Maze
ThinkAdvisor, June 14, 2017

How Fed Hike Will Affect US consumers and Overseas Economies
The New York Times, June 14, 2017

Retirement Investing Goals for Your 20s, 30s and 40s
U.S. News, May 30, 2017

‘Tis the season : FAQs for tax preparers (Part 3)
North State Journal, April 12, 2017

‘Tis the season : FAQs for tax preparers (Part 2)
North State Journal, April 3, 2017

Social Security’s Projected Shortfall: An Age-by-Age Guide for Planning
TD Ameritrade, March 30, 2017

‘Tis the season : FAQs for tax preparers (Part 1)
North State Journal, March 29, 2017

5 Foolish Money Mistakes to Avoid
U.S. News, March 29, 2017

11 Secrets You Need to Tell Your Financial Adviser
WiseBread, March 28, 2017

How to juggle financial goals when you’re starting out
CNBC, March 13, 2017

4 ways to bridge the $12 trillion life insurance gap
ThinkAdvisor, February 2, 2017

This is the shocking amount it will cost you to raise your child
MarketWatch , January 19, 2017

“The Complete Cardinal Guide To Planning For And Living In Retirement” Becomes Amazon Bestseller
TheStreet, December 13, 2016

5 ways to make the last 10 years before retirement count
USA Today, November 28, 2016

Think outside the box when seeking clients
On Wall Street, November 4, 2016

Give your health-care coverage a checkup before retirement
CNBC.com, October 26, 2016

“State of Medicare” Town Hall with Hans Scheil (video)
October 18, 2016

Five 401(k) Mistakes You Can’t Afford to Keep Making
Yahoo! Finance, September 13, 2016

New Book Tackles Complex Questions About Retirement
The Dallas Weekly, September 13, 2016

Is Military Life Insurance Enough?
Mass Mutual, September 9, 2016

Long-Term Care Needs Planning Before It’s Too Late
Cary Citizen, August 26, 2016

5 Steps to Intervene When an Elderly Relative Needs Help
U.S. News, July 29, 2016

The One Big Advantage of a 457 Retirement Account
Money, July 8, 2016