Publications
“Look to Annuities For Security”, Senior Market Advisor, August 2011
“Legacy Planning: A Gift of Love”, Senior Market Advisor, May 2011
“Finding Comfort”, Round the Table, May/June 2010
“Keeping the Faith”, Advocis Forum, January 2009
“Looking Deeper”, Round the Table, Nov/Dec 2008
“Building a More Successful Practice – Foundations of Success”, Advisor Today Podcast, Oct 2008
“Five Tax-Saving Strategies for Retirees”, Smart Money, Mar 25, 2008
“Rules of Engagement”, Financial Planning, Oct 2, 2007
“It’s All About Timing: The Impact of Returns On Distributions”, National Underwriter, Sept 23, 2007
“Before You Say ‘I do’”, CNN Money.com, March, 2006
“Life-Cycle Financial Planning”, Advisor Today.com, Feb, 2006
“The Producers”, Advisor Today, Dec, 2004
“The Best”, Wall Street Journal, Nov 10, 2003
“A Crash Course in Paying off Student Loans”, Chicago Tribune, June 17, 2003
“New Grad Owing Small Fortune Can Budget and Dig out of Hole”, Baltimore Sun, June 1, 2003
“www.sendcash.com.” Associated Press, Feb 11, 2003
“Cyberbegging: Why Young People Don’t do Good Financial Planning”, Associated Press, Feb 10, 2003
“Caution Urged Over Bush’s Tax Dividend”, Financial Times, Jan 8, 2003
“Scrutinize That Buyout Offer Before Getting Out”, Chicago Tribune, Jan 1, 2003
“It’s Never Too Early to Begin Planning”, Rocky Mountain News, Dec 16, 2002
“Pension Proposals Revive a Controversy”, Dallas Morning News – Money Talk, Dec 16, 2002
“Bush Proposes Pension Changes”, Philadelphia Inquirer, Dec 11, 2002
“Proposed Regulations Protect Employers From Age Discrimination Liability”, Associated Press, Dec 10, 2002
“When a Dad Steals From His Daughter”, Associated Press, Nov 26, 2002
“Shaken By Stocks – It’s a Matter of Time”, Dallas Morning News, July 2002
“Keeping your 401(k) Flameout-Retardant”, Business Week Online, Apr 11, 2002
“Your Retirement”, Business Week Online, Apr 11, 2002
“Where it All Goes”, Chicago Tribune, Jan 16, 2002
“Evaluating a Buyout Offer”, Lexington Herald-Leader, Dec 16, 2001
“Accepting a Buyout is No Easy Decision”, Chicago Tribune, Dec 2, 2001
“Hunt for Higher Yields Can Still End Happily”, Wall Street Journal, Nov 13, 2001
“Expert Tells Engaged Pairs to Talk Tough”, Arizona Republic, July, 2001
“Merging Your Money”, Martha Stewart Weddings, 2001 Edition
“Women and Retirement”, Financial Times, 2001
“401(k) Plans”, Kiplinger, 2001
“Getting Personal, Financial Tips for Young Couples”, Wall Street Journal, May 21, 2001
“Mom Needs Life Insurance Too”, Kiplinger.com, April 11, 2001
“Financial Planning for Young Couples: ‘What to Do Now that you are a Half Millionaire’”, Dow Jones, 2001
“Replacing the Irreplaceable”, Kiplinger’s Personal Finance Magazine, Apr, 2001
“IRAs on Sale”, CBS Marketwatch, March 16, 2001
“Financial Planning for Young Couples”, Chicago Tribune, 2001
“401(k) Retirement Planning”, SmartMoney, 2001
“401(k) Planning”, Money Magazine, 2001
“Planners Time Variable Annuities to Manage Market Risk”, National Underwriter, 2000
“Agents Prove That Talk is Not Cheap, You Can Feel the Energy”, Life Association News, August, 1997
“Life Insurance Distribution: The Future is Not What it Used to Be”, Journal of ASCLU/ChFC, 1996
“Portraits, The Women of Mutual of New York”, MONY brochure, 1995
“Alternatives for Increasing Retirement Savings in the U.S.”, Journal of ASCLU/ChFC, 1995
Full Page Ad for Masters Program, American College
“Your Retirement Plan or How to Best Keep the Money You Earn”, Lawyers Weekly, 1987
“Don’t Neglect the Sales Tools that Work for You”, Life Association News, 1987
“401(k)”, National Underwriter, Insurance Selling, 1987
