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Green Bee in the Press

Expanded Offerings Draw Prospects
**Financial Planning**
January 22, 2025
PDF

Your cash emergency fund probably isn’t going to cut it in today’s economy
**MarketWatch**
January 18, 2025

A new Super-Funding Opportunity for 401k
**CNBC**
December 19, 2024

6 Financial Moves to Make by Year-end
**USA TODAY**
December 9, 2024
PDF

Snoop Dogg gave his daughter $1mm
**CNBC**
December 4, 2024
PDF

Parents are not confident they can teach kids about investing.
**CNBC**
November 5, 2024
PDF

Take a Vacation Day and Spend it Cutting Costs.
**USA Today**
October 20, 2024
PDF

5 Smart Money Decisions to make by Year End
**Investopedia**
October 25, 2024
PDF

Borrowing from 401k loans is actually ok, study finds
**InvestmentNews**
October 10, 2024
PDF

3 Big Financial Worries for Americans Ahead of the Elections
**Investopedia**
September 29, 2024
PDF

Smart Moves after Rate Cuts
**Money.com**
September 19, 2024
PDF

Are Credit Card Points Worth it?
**Monarch Money**
September 13, 2024
PDF

Back to School - Financial Strategies
**InvestmentNews**
August 23, 2024
PDF

How much do YOU need in Emergency Savings?
**CNBC**
August 14, 2024
PDF

Don’t panic! What to do when the market sinks like a stone.
**USA Today**
August 5, 2024
PDF

Gen Z Struggling to Save for Retirement
**Newsweek**
July 23, 2024
PDF

Global Microsoft CrowdStrike Outage
**USA TODAY**
July 19, 2024
PDF

Four Hidden Costs of Un-Retirement
**MarketWatch**
July 20, 2024
PDF

**Trump or Biden?**
**USA Today**
July 3rd, 2024
PDF

Average Savings Account Balances
**USA Today**
June 24, 2024
PDF

When do Student Loans Expire?
**LendEDU**
June 24, 2024
PDF

A growing number of Americans are maxed out on credit cards, with Gen Z leading the way
**USA Today**
May 16, 2024
PDF

What do I do with my tax refund?
**USA Today**
April 4, 2024
PDF

Credit card debt and strategies for attacking it!
**USA Today**
March 11, 2023
PDF

Millennial Women and the Evolution of Retirement
**NerdWallet**
March 13, 2024
PDF

Gen Z wants Tech-Savvy Advisors
**Investment News**
March 1, 2024
PDF

woman college grad with confetti — Does Refinancing Student Loans Save Money?
**LendEDU**
February 7, 2024
PDF

Millennial Money: The 4 longevity questions you should ask your financial planner
**The Seattle Times**
January 30, 2024
PDF

Kids in college? Here is how to save on car insurance.
**Reuters**
January 30, 2024
PDF

Credit Card Debt Rises
**USA Today**
January 2, 2024
PDF

Here are 6 financial moves you really should make by Dec. 31
**USA Today**
December 27, 2023
PDF

mother and daughter on motorcycle — Types of Savings Accounts: Where to Save your Money
**CNN**
December 18, 2023
PDF

You can save money if you lost in the stock market
**Business Insider**
December 19, 2023
PDF

woman working on laptop on pillow on lap — Millennials are more ready for retirement than boomers
**InvestmentNews**
December 7, 2023
PDF

woman seated with tax withholding docs — Here’s where to save on taxes in 2024
**CNBC**
December 4, 2023
PDF

Before the ball drops on 2023: Advisors’ Year-End List
**InvestmentNews**
November 27, 2023
PDF

Stock tips from TikTok?
**USA Today**
November 12, 2023
PDF

Financial Planners and Savings Rates
**Business Insider**
November 9, 2023
PDF

How Automation and AI in Financial Planning Could Affect You
**US News**
October 13, 2023
PDF

When Should you Spend Money to Help your Grandkids?
**AARP**
October 9, 2023
PDF

college girl and student loans — Can you get loans without the FAFSA?
**LendEDU**
September 21, 2023
PDF

9 Money Myths you can Consider Busted
**Money**
September 15, 2023
PDF

90% of Americans will file too early to maximize Social Security, study finds
**Financial Planning**
September 6, 2023
PDF

Average Cost of Life Insurance
**MoneyGeek**
August 31, 2023

LGBTQ+ Retirement Hurdles (and what do do about them)
**Yahoo News**
August 9, 2023
PDF

Should I tap my home equity to pay my bills?
**US News and World Report**
August 1, 2023
PDF

I’m in my mid-70s and just got a new income stream I don’t need. What do I do with it?
**MarketWatch**
July 20, 2023
PDF

A lot of young adults aren’t financially independent. Here is what parents can do to help.
**Yahoo**
July 9, 2023
PDF

Unique challenges for LGBTQ+ finances
**CNBC**
June 30, 2023
PDF

5 Estate Planning Tips for LGBTQ+ clients
**Financial Planning**
June 29, 2023
PDF

Pay Student Loans or Invest in your 401k?
**CNBC**
July 7, 2023
PDF

Your 401(k) match - ‘free money’ or not yours yet?
**CNBC**
June 23, 2023
PDF

Why experts recommend Roth 401(k)s for retirement savings
**CNBC**
June 22, 2023
PDF

Women holding hands — How to Choose a Financial Advisor
**MarketWatch**
June 21, 2023
PDF

Female investor watching stock market — 55% of Women don’t know if they have enough money saved for Retirement

**MarketWatch**
June 9, 2023
PDF

Woman looking at phone — How to get a Personal Loan
**US News**
June 6, 2023
PDF

3 things to do to prepare for a credit crunch — 3 Things to do to Prepare for a Credit Crunch
**MarketWatch**
May 2, 2023
PDF

How much money do I need to afford a financial advisor
**MarketWatch**
April 5, 2023
PDF

How to talk to your Aging Parents about Safe Driving

**Reuters**
March 30, 2023
PDF

Emergency Savings vs Retirement savings — Retirement Savings vs Emergency Fund
**CNBC**
March 23, 2023
PDF

How to help your parents file their tax return

**USA Today**
March 8, 2023
PDF

How women can empower themselves financially and what's in their way — How Women can Empower themselves Financially, and what’s in their Way (VIDEO)

**MarketWatch**
March 8, 2023
Video

What is IN and OUT for investing in 2023 — What’s In and Out for Investing in 2023

**Money**
January 19, 2023
PDF

Retirement savings or emergency savings or both — Which comes first, your retirement savings or your emergency savings?

**MarketWatch**
January 13, 2023
PDF

How to balance retirement savings with emergency savings

**CNBC**
January 6, 2023
PDF

Time to Jump on your 2023 401(k) contributions — Time to Jump on your 401(k) contributions for 2023

**Money**
January 3, 2023
PDF

5 tips for investors after a bad year in the stock market — 5 Investing Tips after a Bad Year for Stocks

**Money**
January 3, 2023
PDF

Reasons not to Save for Retirement - Dumbest Strategy Ever — Reasons Not to Save for Retirement = Dumbest Strategy Ever

**Financial Planning Magazine**
December 21, 2022
PDF

10 Ways to cut your monthly budget by $100

**AARP**
December 13, 2022
PDF

2022 Required Minimum Distribution Tax Deadline Looms — 2022 RMD Tax Deadline Looms

**AARP**
October 27, 2022
PDF

7 expert tips for managing stock market volatility — 7 Expert Tips for Managing Stock Market Volatility

**Money**
October 20, 2022
PDF

How to get a Small Personal Loan

**SoundDollar**
October 3, 2022
PDF

Student loan forgiveness and options for funds — Your $10,000 in student debt is cancelled. Here’s what you should do.
**MarketWatch**
September 1, 2022
PDF

🏡 For those who enjoy the THIS OLD HOUSE show and publication- I’m quoted in the Fall 2022 issue,
"Turn your Home into a Moneymaker." 👏 -- pages 50 -51.

Female advisor for women spousal IRA — Who Should consider a Spousal IRA

**LifeHacker**
August 5, 2022
PDF

6 tips for young investors saving for retirement — 6 Tips for Young Investors Saving for Retirement

**VettaFi**
July 26, 2022
PDF

Female Advisor for Bear Markets — 6 Tips for Investing in a Bear Market

**Barron’s**
July 24, 2022
PDF

Why inflation is less likely to hurt retirees

**CNBC**
July 14, 2022
PDF

How much money should your emergency fund have to weather a recession?

**YAHOO**
July 7, 2022
PDF

Financial advisor to female millionaires — Self-made millionaire shares her top 18 recession money rules

**CNBC**
July 6, 2022
PDF

How much cash do you need to prepare for a recession. — How much cash do you need to prepare for a recession?

**CNBC**
July 6, 2022
PDF

Some experts say a recession is coming. Here is how to prepare your portfolio. — Some experts say a recession is coming. Here’s how to prepare your portfolio.

**CNBC**
July 2, 2022
PDF

Scared of stocks. Most investors are too conservative. — Scared of stocks? Most investors are too conservative with their retirement plans.

**MarketWatch**
July 1, 2022
PDF

Life insurance for female business owners — Life insurance for Business Owners: Tips, Types, and More

**Forbes**
June 27, 2022
PDF

Female Girl Boss Investors — How to Quell Clients' 401(k) Balance Panic in Bear Markets

**ThinkAdvisor**
June 27, 2022
PDF

Homeowners Insurance — 5 Ways to Manage Homeowner’s Insurance Costs

**AARP**
June 8, 2022
PDF

The most expensive states to go to college in and money saving tips for college — The most expensive states to go to college - plus tips on how to save on college costs

**MarketWatch**
May 31, 2022
PDF

How to choose between pretax or ROTH 401k contributions — Choice between pre-tax and Roth 401(k) plans is trickier than you think

**CNBC**
May 22, 2023
PDF

Strong women rule — Paceline Card doubles your rewards for working out

**US News and World Report**
May 13, 2022
PDF

Here’s why Inflation may be less Costly for some Retirees

**CNBC**
May 13, 2022
PDF

Buffet, Munger Get Snarky about Financial Advisors

**Barron’s**
May 2, 2022
PDF

Money Management Tips for Financial Windfall — Money Management Tips for a Windfall

**AARP**
April 19, 2022
PDF

Financial Planning Tips for High School students, college students, and young adults — Financial Planning Tips for High School Kids

**The Balance**
March 23, 2022
PDF

How to Build Income Streams in Retirement

**MoneyGeek**
March 10, 2022
PDF

How Life Insurance can Help with Estate Planning

**MoneyGeek**
March 10, 2022
PDF

Retirees likely shielded from inflation hit on expenses — Retirees likely shielded from inflation hit on these expenses

**CNBC**
March 10, 2022
PDF

What to do with emergency savings fund — My wife and I will have $250,000 in a retirement emergency fund — what’s the best way to store that cash?

**MSN/MarketWatch**
March 5, 2022
PDF

Pre-Tax vs Roth: There is more to consider than you think

**CNBC**
January 10, 2022
PDF

401k contributions - now is the time to boost them for 2022 — Now’s the time to boost 401(k) contributions for 2022

**CNBC**
January 5, 2022
PDF

The latest way advisors are protecting clients from fraud — Here’s the Latest Way Advisors are Shielding Clients from Fraud

**Barron’s**
November 30, 2021
PDF

Key Financial Steps to take in your 60's — Key Financial Steps to take in your 60’s

**AARP**
November 3, 2021
PDF

5 Ways to Sabotage your Retirement Plan

**AARP**
October 20, 2021
PDF

workingmothersneedhelpwithretirementplanningjpg — Working Moms Are Neglecting 401(k) Rollovers. Why Advisors Should Help.

**Barron’s**
August 11, 2021
PDF

3 Tips for How to Spend your Child Tax Credit

**Barron’s**
July 13, 2021
PDF

What will you do with your Enhanced Child Tax Credit?

**MarketWatch**
July 9, 2021
PDF

financial advisor for women Brittany Spears — What Britney Spears can Teach Financial Advisors

**Barron’s**
July 9, 2021
PDF

Should you leave your house to the kids?

**AARP**
July 2, 2021
PDF

savemoneyoninsurance — Car Insurance Options for Drivers with Bad Credit

**MoneyGeek**
June 29, 2021
PDF

Brittany Spears.jpg — Britney Spears’ Fight for Financial Independence

**Investment News**
June 28, 2021
PDF

10 Things No One Tells You about Early Retirement

**AARP**
June 1, 2021
PDF

How a Retirement Account can help Teens Pay for College
**Money.com**
February 28, 2021
PDF

FinancialAdvisorforPhilanthropicClients — Advisors Advice: How Did you Give Back this Year?

**Think Advisor**
December 17, 2020

When married couples clash, advisors try to restore some peace

**Investors Business Daily**
October 30, 2020
PDF

Green Bee Advisory - Financial Advisor for Retirees — Suddenly Retired? Here’s what to do next

**Associated Press**
October 12, 2020
PDF

How a top advisor is communicating in a crises

**Thinkadvisor**
April 7, 2020
PDF

How to conquer the challenges women face when it comes to building a strong financial life.

**Marketwatch**
March 6, 2020
PDF

Gender Lens Investing — What it means to invest with a gender lens

**Reuters**
February 18, 2020
PDF

The Secure Act killed the stretch IRA — here are alternatives for your inheritance.

**Marketwatch**
February 7, 2020
PDF

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