BEN MATTLIN

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Dividend ETFs Are Taking Off, But Advisors Recommend Caution (Financial Advisor, Nov. 20, 2024)

When Traditional IRAs Are Better Than Roths (Financial Advisor, Nov. 12, 2024)

New Rule Requires RMDs On All IRAs Before Roth Conversions, Analyst Says (Financial Advisor, Nov. 6, 2024)

When Should Empty Nesters Downsize? (Financial Advisor, Oct. 31, 2024)

Annuity Sales Post 16th Consecutive Quarter Of Growth, Limra Says (Financial Advisor, Oct. 30, 2024)

Pointers For Maximizing Clients' 401(k) Contributions (Financial Advisor, Oct. 24, 2024)

Barred Ariz. Advisor Faces Additional State Regulator Penalties (Financial Advisor, Oct. 23, 2024)

Be Cautious Before Moving 529 Funds To A Roth, Advisors Say (Financial Advisor, Oct. 18, 2024)

Roth Rollover Option Heightens Interest In 529 Plans, Survey Says (Financial Advisor, Oct. 17, 2024)

Don't Panic Over Disappointing Social Security COLA, Advisors Say (Financial Advisor, Oct. 10, 2024)

Investors Shouldn't Fear Annuity Defaults, Experts Say (Financial Advisor, Oct. 7, 2024)

Cerity Acquires Third Denver RIA Firm This Year, Adding $1.4B AUM In The Market (Financial Advisor, Oct. 4, 2024)

A Look At Real-Life Annuity Solutions (Financial Advisor, Oct. 3, 2024)

Will Fed Rate Cuts Make Fixed Annuities Less Desirable? (Financial Advisor, Oct. 2024)

How To Analyze Rollover Options At Retirement (Financial Advisor, Oct. 2024)

Rates Are Down. Time To Redeploy Clients' Cash? (Financial Advisor, Sept. 26, 2024)

Clients With No Savings At Age 50--What To Do (Financial Advisor, Sept. 19, 2024)

The Good, Bad And Ugly Of Target-Date Funds (Financial Advisor, Sept. 13, 2024)

Wall Street Giants Sued In Rising Furor Over Low Cash Sweep Rates (Financial Advisor, Sept. 11, 2024)

Will Fed Rate Cuts Make Fixed Annuities Less Desirable? (Financial Advisor, Sept. 6, 2024)

The ABCs Of SECURE 2.0 Rule Changes (Financial Advisor, Sept. 4, 2024)

When Retirement Comes, How To Analyze Rollover Options (Financial Advisor, Sept. 3, 2024)

Retirees Rally Around RILAs (Financial Advisor, Sept. 2024)

Advisors Offer Relief From RMD Pain (Financial Advisor, Aug. 12, 2024)

Family Of Morticians Sues Mass Mutual, Others For Selling 'Unsuitable' Policies (Financial Advisor, Aug. 7, 2024)

Western International Hit With $1M In Penalties By SEC, Finra (Financial Advisor, Aug. 1, 2024)

Advisors Say Final IRS Rule On Inherited IRAs A Disappointment But Not A Surprise (Financial Advisor, July 31, 2024)

Raymond James Profits Jump 33%, Independent Network Shrinks 2% In The Quarter (Financial Advisor, July 25, 2024)

Digital Marketing A Must For Staying Competitive, Survey Says (Financial Advisor, July 22, 2024)

Finra Panel Awards Retired Attorney $966K Over 'Negligent' Advice (Financial Advisor, July 15, 2024)

Buffer ETFs Provide Comfort At A High Cost, Advisors Say (Financial Advisor, July 11, 2024)

401(k) Annuities Still A Hard Sell Despite SECURE Act, Advisors Say (Financial Advisor, July 1, 2024)

Helping Clients Choose The Right Time To Retire (Financial Advisor, June 21, 2024)

A Family Trust Accuses Its Unregistered Pa. Advisor Of Stealing More Than $5M (Financial Advisor, June 12, 2024)

How To Keep Up With The Flood Of New Investment Products (Financial Advisor, June 11, 2024)

Retirees Claim Deceased Unregistered Advisor Stole $18.5M Of Their Savings (Financial Advisor, June 4, 2024)

Preventing The Second-Home Dream From Becoming A Nightmare (Financial Advisor, May 30, 2024)

Advisors Say Move Quickly To Lock In Yields Before Rate Cuts (Financial Advisor, May 23, 2024)

SEC Fines Calif. Advisor Almost $1.1M For Not Disclosing Annuities' Commissions (Financial Advisor, May 22, 2024)

TD Sues 2 Advisors, Claims They Stole Clients After Move To RJF (Financial Advisor, May 20, 2024)

Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors (Financial Advisor, May 15, 2024)

Advisors Say Move Gingerly With Suddenly Wealthy Clients (Financial Advisor, May 10, 2024)

68% Of Retirees Fear Outliving Their Savings, Schroders Survey Says (Financial Advisor, May 9, 2024)

Raymond James Lures $800M Advisor Quintet From Commonwealth (Financial Advisor, May 8, 2024)

Advisor Sues Merrill Lynch Over Alleged ERISA Violations (Financial Advisor, May 6, 2024)

J.P. Morgan's Kelly Says Economy Far From Miserable, Sees Rate Cut This Year (Financial Advisor, May 2, 2024)

MassMutual, Advisor Wage Court Battle Over Finra's Arbitration Jurisdiction (Financial Advisor, May 1, 2024)

You Can't 'Legislate Good Behavior' (Financial Advisor, May 2024)

Share Buybacks Vs. Dividends--WisdomTree Examines What Drives Returns (Financial Advisor, Apr. 25, 2024)

Tricks And Methods Advisors Use To Create Realistic Retirement Budgets (Financial Advisor, Apr. 23, 2024)

Beyond The Alphabet Soup: What Advisors Need To Know About Medicare (Financial Advisor, Apr. 17, 2024)

RIAs Express 'Guarded Optimism' About Market, Survey Says (Financial Advisor, Apr. 11, 2024)

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule (Financial Advisor, Apr. 5, 2024)

How Interest-Rate Cuts Might Affect Annuity Holders (Financial Advisor, Apr. 4, 2024)

Creative Planning Acquires ML&R Wealth Management (Financial Advisor, Apr. 3, 2024)

Most Insurers Expect Private Credit To Outperform Other Assets, Goldman Says (Financial Advisor, Apr. 2, 2024)

LTC Insurance Sales Remain Steady A Year After Genworth Settlement (Financial Advisor, Mar. 20, 2024)

Caprock Buys Boutique Advisory Grey Street Capital, In First Acquisition (Financial Advisor, Mar. 19, 2024)

Advisors Say Fulfilling ESG, Faith-Based Investing Goals Remains A Challenge (Financial Advisor, Mar. 14, 2024)

Independent Channels Drive Record Annuity Sales in 2023, Says Limra (Financial Advisor, Mar. 12, 2024)

Why Annuity Sales Are Booming (Financial Advisor, Mar. 2024)

DPL And Orion Announce Expanded Partnership (Financial Advisor, Feb. 29, 2024)

When Retirees Give Away Too Much Money (Financial Advisor, Feb. 27, 2024)

Advisors Recommend Buying Bonds Now, Before Rate Cuts (Financial Advisor, Feb. 20, 2024)

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals (Financial Advisor, Feb. 13, 2024)

Lights! Camera! Advisors Discover The Power Of Video Marketing (Financial Advisor, Feb. 5, 2024)

Get Ready For Higher RMDs This Year (Financial Advisor, Jan. 31, 2024)

Advisor Gets 18 Months For Ripping Off NYC Police Union (Financial Advisor, Jan. 18, 2024)

Client Accuses Ameriprise Of Selling Him Almost $800,000 In 'Unsuitable' Annuities (Financial Advisor, Jan. 17, 2024)

Lessons That Financial-Planning Courses Don't Teach (But Should) (Financial Advisor, Jan. 11, 2024)

What To Do About Financial Advisors In Cognitive Decline (Financial Advisor, Jan. 8, 2024)

This Is What Veteran Advisors Wish They Knew Early In Their Careers (Financial Advisor, Jan. 2, 2024)

Is It Time For Dividend Stocks? (Financial Advisor, Dec. 6, 2023)

Advisors Reflect On Their Worst Mistakes (Financial Advisor, Dec. 4, 2023)

How Advisors Handle Their Most Difficult Clients (Financial Advisor, Nov. 30, 2023)

Creative Planning Buys Delaware RIA With $600M AUM (Financial Advisor, Nov. 27, 2023)

Alleged Vermont Shooter Is A Former Advisor And Broker (Financial Advisor, Nov. 27, 2023)

Edelman Financial Sues Mariner Wealth For Allegedly Poaching Advisors (Financial Advisor, Nov. 20, 2023)

Steward Partners Acquires $3.2B AUM Freedom Street Partners (Financial Advisor, Nov. 16, 2023)

The 10 Best U.S. Places To Retire In 2024 (Financial Advisor, Nov. 13, 2023)

New Annuities Alternative Uses Longevity Pooling For Higher Monthly Payouts (Financial Advisor, Nov. 13, 2023)

Hightower Sues Advisor For Allegedly Taking Info, Clients To Steward Partners (Financial Advisor, Nov. 6, 2023)

How Advisors Can Help Clients Solve The Roth 401(k) Puzzle (Financial Advisor, Nov. 1, 2023)

Despite Record Revenue, Raymond James Again Disappoints In Quarterly EPS (Financial Advisor, Oct. 26, 2023)

Barred Calif. Advisor Ordered To Pay Over $984,000 For Putting Client In Ponzi Scheme (Financial Advisor, Oct. 25, 2023)

Want A Second Home? Better Be Careful, Advisors Say (Financial Advisor, Oct. 20, 2023)

Financial Advisor Jailed And Fined For Covid-Relief Fraud (Financial Advisor, Oct. 18, 2023)

The Top 10 S&P 500 Stocks Through 3Q (Financial Advisor, Oct. 16, 2023)

Conquering The Frustrations That Come With Annuities (Financial Advisor, Oct. 16, 2023)

Raymond James Accuses 2 Bond Salesmen Of Stealing Company Secrets (Financial Advisor, Oct. 13, 2023)

Emergency Funds Supplant Retirement As Americans' Top Money Worry, EBRI Says (Financial Advisor, Oct. 10, 2023)

TIPS, Alts, International Securities Are Vital Today, Strategists Say (Financial Advisor, Oct. 6, 2023)

Despite The S&P 500, We Are In A Bear Market, Say Veteran Long-Short Managers (Financial Advisor, Oct. 5, 2023)

This RIA Platform Offers Advisors A Home For Their Clients' Cash (Financial Advisor, Sept. 29, 2023)

Rising Debt Among Retirees Requires Multiple Solutions, Report Says (Financial Advisor, Sept. 27, 2023)

DPL Financial To Acquire AnnuityFix (Financial Advisor, Sept. 21, 2023)

Preparing Clients For The Risk Of Cognitive Decline (Financial Advisor, Sept. 19, 2023)

Sisters Sue 2 Tennessee Advisors For Alleged Investment Fraud (Financial Advisor, Sept. 19, 2023)

Alts Maven Boldly Goes Where Average Investors Fear To Tread (Financial Advisor, Sept. 15, 2023)

Merrill Lynch Sued By Former Advisor For Alleged Gender Discrimination (Financial Advisor, Sept. 8, 2023)

How Big A Gamble Is Monte Carlo For Advisors? (Financial Advisor, Sept. 6, 2023)

Creative Planning Sued By Advisors Over Non-Compete Clauses (Financial Advisor, Sept. 5, 2023)

Married … With Finances (Financial Advisor, Sept. 2023)

Minorities Less Likely To Have An Estate Plan, Boston College Study Says (Financial Advisor, Sept. 1, 2023)

Ex-Morgan Stanley Exec Sues Firm, Claims He Was Fired Because He's White (Financial Advisor, Aug. 30, 2023)

A Way To Make Annuities Easier For Advisors Is On The Horizon, Industry Officials Say (Financial Advisor, Aug. 28, 2023)

The Complex Truth About Reverse Mortgages (Financial Advisor, Aug. 23, 2023)

95% Of Advisors Plan To Maintain Or Increase Alt Investments, iCapital Survey Says (Financial Advisor, Aug. 18, 2023)

How Much Insurance Do Your Clients Really Need? (Financial Advisor, Aug. 17, 2023)

Comerica Snags 11-Member SoCal Team From Union Bank (Financial Advisor, Aug. 9, 2023)

Jackson National's Quarterly Earnings Disappoint Analyst Estimates (Financial Advisor, Aug. 9, 2023)

The Ins And Outs Of The '1035 Exchange' (Financial Advisor, Aug. 4, 2023)

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says (Financial Advisor, July 31, 2023)

LPL Beats Earnings Estimates For Sixth Straight Quarter (Financial Advisor, July 28, 2023)

Raymond James Misses Earnings Estimates Despite Record Revenue (Financial Advisor, July 27, 2023)

Expelled Finra Brokerage Must Pay $1.6M For 'Unsuitable' Non-Traded REIT Sales (Financial Advisor, July 19, 2023)

Many Caregivers Are Unprepared For Retirement, Says New Survey (Financial Advisor, July 19, 2023)

Younger Generations Unprepared For Wealth Transfer, NY Life Says (Financial Advisor, July 19, 2023)

Most Wealthy Investors Stick With First Advisor They Meet, Dynasty Says (Financial Advisor, July 17, 2023)

Swapping Old Annuities For New Ones (July/Aug 2023)

Vanguard Still Expects A 'Shallow' Global Recession (Financial Advisor, July 13, 2023)

Alts Maven Unfazed By Private Equity Selloffs (Financial Advisor, July 13, 2023)

Procyon Partners Adds 2 Advisors With $600M In Client Assets (Financial Advisor, June 28, 2023)

L.A.-Based RIA Miracle Mile Advisors Hires Its First CEO (Financial Advisor, June 27, 2023)

RIAs Must Achieve Organic Growth Before M&A Deals, Experts Say (Financial Advisor, June 22, 2023)

Want 'Retirement Alpha'? Use Annuities, Says Insurance Veteran (Financial Advisor, June 16, 2023)

Pictures, Stories Can Help Advisors Serve Clients Better, Says Carson Group Exec (Financial Advisor, June 15, 2023)

Private Credit Is Growing Fast. But Is It Safe? (Financial Advisor, June 9, 2023)

When Couples Are At Financial Loggerheads (Financial Advisor, June 7, 2023)

Where Annuities Fit In The Puzzle (Financial Advisor, June 2023)

Some Good News (At Last) For Long-Term Care Insurance (Financial Advisor, June 2023)

3 Ex-Signature Bank Wealth Managers With $1B AUM Move To Atria (Financial Advisor, June 1, 2023)

Raymond James Adds 2 Former Merrill Advisors With $185M AUM (Financial Advisor, June 1, 2023)

Finra Alleges Former Merrill Bond Trader Engaged In Fraud (Financial Advisor, May 25, 2023)

Tiger Management Is Unloading Private Assets. Should Investors Worry? (Financial Advisor, May 22, 2023)

It May Be Time To Swap The Old Annuity For A New One, Experts Say (Financial Advisor, May 16, 2023)

Former N.J. Broker Ordered To Repay $1M In Investor Fraud Case (Financial Advisor, May 9, 2023)

High Interest Rates Drive Fixed Annuity Sales Records (Financial Advisor, May 8, 2023)

Cerity Partners Acquires Jurika, Mills & Keifer (Financial Advisor, May 5, 2023)

Savant Wealth Management Adds Two Small RIAs As Expansion Continues (Financial Advisor, May 2, 2023)

Dynasty Partners Launches Its Own Investment Bank (Financial Advisor, May 2, 2023)

ESG Funds Meet The Skeptics (Financial Advisor, May 2023)

Being Prepared For The Worst (print version, Financial Advisor, May 2023)

Beyond Lip Service In DEI (Financial Advisor, May 2023)

DPL Offers Retirement Income Assessment Tool To Members (Financial Advisor, Apr. 26, 2023)

Atria Wealth Acquires Kestra Unit Grove Point Financial (Financial Advisor, Apr. 18, 2023)

More 401(k) Plan Sponsors Strive To Keep Client Assets (Financial Advisor, Apr. 13, 2023)

Inflation Has Peaked, But Expect Another Rate Hike, Says J.P. Morgan's Lebovitz (Financial Advisor, Apr. 10, 2023)

89% Of Americans Worry About The Cost Of Living, Says CFP Board Survey (Financial Advisor, Apr. 7, 2023)

LPL's Buchbinder Likes Industrials, Says The Mood Is Improving For Tech (Financial Advisor, Apr. 6, 2023)

Being Prepared For The Worst Disasters (Financial Advisor, Apr. 3, 2023)

Covered-Call Strategies Gain Interest In Bear Market (Financial Advisor, Apr. 2023)

Succession Planning For Financial Advisors (Financial Advisor, Apr. 2023)

What's Driving The Racial Gap In Pre-Retiree Housing Wealth? (Financial Advisor, Mar. 31, 2023)

Women Working With Advisors Have Greater Retirement Confidence, LIMRA Says (Financial Advisor, Mar. 31, 2023)

Growth Makes Operations More Complex, Say 75% of RIAs in New Schwab Survey (Financial Advisor, Mar. 29, 2023)

How One RIA Firm Bucked The Trend And Stayed Independent (Financial Advisor, Mar. 24, 2023)

BREIT Can Now Be Traded On New Alternative Trading Platform (Financial Advisor, Mar. 21, 2023)

Where Some Investors See A Banking Disaster, Others See Opportunities (Financial Advisor, Mar. 20, 2023)

As Banking Fears Grow, Advisors Keep Saying 'Don't Panic' (Financial Advisor, Mar. 16, 2023)

Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank (Financial Advisor, Mar. 15, 2023)

Life Insurance Sales Set Record For Second Straight Year (Financial Advisor, Mar. 14, 2023)

Biden Urged To Veto Congressional ESG Investing Ban (Financial Advisor, Mar. 3, 2023)

BREIT Limits Withdrawals For Fourth Consecutive Month (Financial Advisor, Mar. 2, 2023)

HSAs Not Used To Full Potential, EBRI Says (Financial Advisor, Mar. 2, 2023)

Financial Planning For Couples Who Totally Disagree (Financial Advisor, Mar. 2023 cover story)

Interest Rates Are Up. So Is It Time To Buy Annuities? (Financial Advisor, Mar. 1, 2023)

LIMRA Predicts Big Growth In The In-Plan Annuity Market (Financial Advisor, Feb. 22, 2023)

Annuity Sales Impacted By When People Think They Will Die, Study Says (Financial Advisor, Feb. 15, 2023)

SREIT Cleared For Trading On Alternative Trading System (Financial Advisor, Feb. 7, 2023)

Are Alternative Assets Still The Place For Smart Money? (Financial Advisor, Feb. 2023 cover story)

2 Ex-Merrill Advisors Sue Firm To Pre-empt Noncompete (Financial Advisor, Feb. 1, 2023)

Dynasty Financial Partners With Boulevard Insurance (Financial Advisor, Jan. 26, 2023)

After 16 Years At Merrill, Advisor Of $112 M In Client Assets Moves To Alex. Brown (Financial Advisor, Jan. 26, 2023)

Insurers Say U.S. Natural Disasters Caused $165B Worth Of Damage Last Year (Financial Advisor, Jan. 20, 2023)

Majority Of U.S. Adults 'Confident' About Financial Goals, N.Y. Life Says (Financial Advisor, Jan. 20, 2023)

How To Help Clients Who Own Businesses In Declining Industries (Financial Advisor, Jan. 18, 2023)

Why David Rosenberg Expects Markets To Turn 'Very Bullish' In 2024 (Financial Advisor, Jan. 13, 2023)

Inflation Tops List Of Americans' Retirement Concerns (Financial Advisor, Jan. 12, 2023)

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval (Financial Advisor, Dec. 29, 2022)

Without 401(k) Access, Many Workers Are Unprepared For Retirement, Transamerica Says (Financial Advisor, Dec. 21, 2022)

Allspring Global Adopts Two Long-Short Funds (Financial Advisor, Dec. 20, 2022)

Corporate Bonds Could Be One Of 2023's Early Winners, Analysts Say (Financial Advisor, Dec. 19, 2022)

Schwab, ABRY Acquire Minority Interests In Dynasty (Financial Advisor, Dec. 16, 2022)

Gundlach Says Dramatic Short-Term Inflation Decline, Recession Likely In 2023 (Financial Advisor, Dec. 13, 2022)

What I Learned from the Generation of Disabled Activists Who Came After Me (TIME, Dec. 8, 2022)

Annuities Are Popular Amid Volatility, But Critics Remain (Financial Advisor, Dec. 8, 2022)

Tech Platform Catering To Values-Oriented Investing Raises $2.7M (Financial Advisor, Dec. 7, 2022)

Blackstone, Starwood Redemption Limits Roil Private REIT Market (Financial Advisor, Dec. 6, 2022)

Smart Techniques To Communicate With Stressed Clients (Financial Advisor, Dec. 5, 2022)

The NextGen Boom: Are You Ready? (Financial Advisor, Dec. 2022 cover story)

Are Alternative Investments Good For Retail Investors? (Financial Advisor, Dec. 1, 2022)

CFRA's Stovall Thinks A Recession And Bear Market Are Likely (Financial Advisor, Nov. 30, 2022)

What’s so funny about having a disability? (New York Daily News, Nov. 24, 2022)

Financial Advisors Need To Do A Better Job Of Implementing DEI Policies, CFP Board Says (Financial Advisor, Nov. 21, 2022)

Most Americans More Nervous About Financial Futures Than Ever Before, Survey Says (Financial Advisor, Nov. 21, 2022)

What To Do With Clients' Cash Now That Interest Rates Are Up (Financial Advisor, Nov. 16, 2022)

Annuity Sales Rise To Record Level In Q3 (Financial Advisor, Nov. 16, 2022)

Workplace Retirement Plans Out Of Reach For Many Americans, T. Rowe Price Says (Financial Advisor, Nov. 16, 2022)

How To Reduce The Pain of RMDs (Financial Advisor, Nov. 9, 2022)

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities (Financial Advisor, Nov. 4, 2022)

Latest Fed Rate Hike May Push Annuity Sales To Record Territory, Says LIMRA (Financial Advisor, Nov. 3, 2022)

Dealing With The Emotional Side Of A Client's Retirement (Financial Advisor, Nov. 1, 2022)

Is Financial Advising An Art Or A Science? (Financial Advisor, Nov. 2022)

When Annuities Came To 401(k)s (Financial Advisor, Nov. 2022)

Dallas Tax Attorney Charged With Hiding $1 Billion From IRS (Financial Advisor, Oct. 31, 2022)

LPL Earnings Soar 127% In Q3, Beating Analyst Estimates (Financial Advisor, Oct. 28, 2022)

Millennial, Gen Z Wealth Rose 25% Last Year, Cerulli Says (Financial Advisor, Oct. 20 2022)

Dispelling Myths About Next Generation Clients (Financial Advisor, Oct. 20, 2022)

Majority Of U.S. Retirees Fall Far Short Of Income Targets, Goldman Says (Financial Advisor, Oct. 12, 2022)

For Some Retiring Clients, Paying Off The Mortgage No Longer The Best Advice (Financial Advisor, Oct. 10, 2022)

Survey Finds 94% Of Hispanic Business Owners Want Guidance (Financial Advisor, Oct. 6, 2022)

Wealthspire Advisors Partners With Medicare Specialist Chapter (Financial Advisor, Oct. 5, 2022)

Estate Planning For A New Day (Financial Advisor, Oct. 2022)

Advisors Spring Into Action In Face Of Hurricane Ian (Financial Advisor, Sept. 30, 2022)

Two Bond Pros Point To 'Good Deals' In Hectic Market (Financial Advisor, Sept. 28, 2022)

How To Inspire Clients To Plan For Their 'Future Self' (Financial Advisor, Sept. 22, 2022)

Are Tontines Making A Comeback? (Financial Advisor, Sept. 19, 2022)

Volatility Doesn't Dull ETF Interest, Schwab Survey Says (Financial Advisor, Sept. 16, 2022)

Near-Retirees Say They Are 'Terrified' of Income Shortfalls (Financial Advisor, Sept. 15, 2022)

How to Talk to Clients About the Recession (Financial Advisor, Sept. 6, 2022)

Alliance for Lifetime Income and Georgetown University Unveil New Retirement-Planning Tool (Financial Advisor, Sept. 2, 2022)

New Environs for Long-Term-Care Insurance (Financial Advisor, Sept. 2022)

How Advisors Are Tackling Gaps In Financial Literacy (Financial Advisor, Aug. 29, 2022)

Fixed Annuities Post Their Best Quarterly Sales Ever (Financial Advisor, Aug. 24, 2022)

The Nuts and Bolts of the Inflation Reduction Act for Clients (Financial Advisor, Aug. 23, 2022)

Sustainability Industry Association Objects to SEC ESG Proposal (Financial Advisor, Aug. 18, 2022)

Does Your Client Need Emergency Cash? Here Are Some Options (Financial Advisor, Aug. 15, 2022)

Why Advisors Are Rethinking The 4% Rule (Financial Advisor, June 27, 2022)

In Uncertain Times, Do Annuities Make Sense? (Financial Advisor, June 2022)

A Brief History of Economic Crises, Crashes and Recoveries (ThinkAdvisor, May 5, 2022)

Tackling the Diversity Problem in Financial Services (Financial Advisor, May 1, 2022)

Covid's Effect On Long-Term-Care Insurance (Financial Advisor, Apr. 1, 2022)

How Rising Interest Rates Affect Annuities (Financial Advisor, Mar. 2022)

Commentary: I’m disabled. My wife isn’t. Stop calling us an ‘interabled’ couple. (Chicago Tribune, Feb. 3, 2022)

Taking Assets Off The Table (Financial Advisor, Feb. 1, 2022)

Should Annuity Buyers Time the Market? (ThinkAdvisor, Oct. 22, 2021)

How Does Government Tax An Annuity? (Financial Advisor, print ed., Sept. 2021)

Covid Pandemic Causes Retooling of LTC Insurance Industry (Financial Advisor, print ed., Sept. 2021)

How The 'Backdoor Roth IRA' Can Benefit Some High-Income Clients (Financial Advisor, Aug. 26, 2021)

Op-Ed: Naomi Osaka’s withdrawal from the French Open was a stand for disability rights (Los Angeles Times, June 4, 2021)

Ken Fisher's Crude Remarks: Forgiven and Forgotten? (ThinkAdvisor, Jan. 27, 2021)

Concerns About Annuity Issuer Failures Are Misguided (Advisor Perspectives, Jan. 4, 2021)

Why the return of the Muscular Dystrophy Association telethon is unwelcome news (Washington Post, Oct. 19, 2020)

Opinion: I remember life before the Americans with Disabilities Act. Now, we need to do more. (USA Today, July 25, 2020)

Disabled people like me have always been vulnerable to disease. Let us show you the ropes. (Washington Post, April 8, 2020)

A Tale of Two Pretties (Facing Disability, Sept. 23, 2019)

Grounded By My Disability: How Being in a Wheelchair Makes It Terribly Hard to Fly (NY Daily News, July 28, 2019)

SMA and Me: To Cure or Not To Cure, That is the Question (Facing Disability, June 19, 2019)

I have a disability everyone can see. My bipolar friend who died by suicide did not. (USA Today, March 20, 2019)

Disability and disease aren't interchangeable (Washington Post, March 7, 2019)

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