Quoted in New Article at WSJ about The “Wealth Effect” and Low Savings Rate

Soaring stock prices and improving job prospects have set Americans off on a spending splurge that is cutting into how much they sock away for retirement and rainy days. Quote:

“More and more, people want to live now. Nobody’s going crazy; they might be taking a trip or considering a vacation home. It’s not extreme spending.” [More]

Quoted in Kiplinger Article about Financial Advice Options and Pricing

I was recently quoted at Kiplinger’s website in an article about the types of financial planning advice available to investors – and how pricing for those services works. A variety of planning service types are discussed in the article, with a description of the unique value that a fee-only financial planner provides. There’s even a helpful “flowchart” infographic that summarizes your options. [More]

Quoted in NAPFA Advisor Magazine on Life and LTC Insurance Issues

The May 2017 issue of NAPFA Advisor Magazine featured a story about life and long term care insurances and how they can dominate discussions between financial advisors and their clients, even more than health or homeowners’ insurance. Click to view a PDF copy of the full NAPFA Advisor article.  [More]

ND Women Connect Spotlighted in Notre Dame Senior Alumni Newsletter

I was recently interviewed for the latest issue of the Notre Dame Senior Alumni Newsletter, and had the pleasure of talking about my involvement in ND Women Connect with fellow ND alum Jeanine Sterling about the group and what we plan to achieve. Here’s an excerpt: [More]

Interviewed at Recent Notre Dame Day Event

I was recently interviewed at Notre Dame Day 2017 as national chair for ND Women Connect. I am the first national chair and I’ve been leading the group for 3 years as we’ve grown from 55 groups around the country to 95 — phenomenal growth! ND Women Connect’s mission is to nurture, support and give back to ND alumnae. We use a grassroots approach — asking, listening and then taking action based on the interests/needs of the local alumnae. It’s very empowering to be listened to, and supported, so local groups have really flourished. ND Women Connect is the women’s affinity group of the ND Alumni Association. [More]