Date	Article Title	Publications and broadcast outlets
10/2015	Building Lifelong Relationships through Trustworthy, Independent Guidance	Fortune, Money and Bloomberg Businessweek
11/5/2012	The 4% Solution	Financial Advisor Magazine
10/16/2012	A Trust May Be A Widower’s Best Friend	Financial Advisor Magazine
7/18/2012	Social Security Beat: Advisor Helps Spouses Boost Benefits	Financial Advisor Magazine
2/3/2012	Making The Money Last	Financial Advisor Magazine
11/1/2011	Withdraw, Don’t Retreat	Financial Advisor Magazine
10/2011	5 Steps to a Secure Retirement	Kiplinger’s Magazine
7/1/2011	The Risk of Living Too Long	On Wall Street
04/01/2011	Retire Later, Collect More	On Wall Street
03/2011	Looking for Protection	Financial Advisor Magazine
03/10/2011	Distribution Dilemmas	San Diego Daily Transcript
01/18/2011	Is Now the Time to Buy a Retirement Home?	SmartMoney.com
12/06/2010	Campus Elves Roll Up Sleeves to Help Needy	This Week @ UCSD
12/2010	Rolling Over, Starting Up	Financial Advisor Magazine
11/16/2010	Growth Opporunities: Immediate Annuities and Qualified Retirement Plans	Registered Rep
08/01/2010	Get a Jump on Retirement	Kiplinger.com
07/01/2010	Real Estate: 10 Retirement Options	Forbes.com
06/01/2010	Making It Last	Financial Advisor Magazine
05/10/2010	Proceed With Caution	WebCPA.com
04/14/2010	Silver Tsunami: The Newly Unemployed	Financial Planning Magazine
04/01/2010	Retirement Catch-22: Too Young to Retire, Too Old to Hire	On Wall Street Magazine
02/01/2010	Growth Spurts	Financial Planning Magazine
10/01/2009	The New Retirement Portfolio	On Wall Street Magazine
09/21/2009	Rebuild, retrench, renew: Retire	WebCPA.com
09/01/2009	Income From Where?	Financial Planning Magazine
07/13/2009	Best Ways to Raid Your Retirement Accounts	Kiplinger.com
07/08/2009	The Costs of Being a Caregiver	WebCPA.com
03/24/2009	Future Shock	Financial Planning Magazine
01/05/2009	Don’t Veer Off Course	WebCPA.com
12/2008	Smart Year End Tax Moves	Kiplinger.com
08/18/2008	Healthy Enough to Retire?	WebCPA.com
08/17/2008	The Roth 401(k): Tax Me Now	Forbes.com
06/1/2008	Advisors, Heed the New Rules	On Wall Street Magazine
05/26/2008	Sluggish Economy Seen as Boon for Financial Planners	San Diego Business Journal
02/08/2008	Sit. Stay. Rollover.	SelfGrowth.com
11/03/2006	Deciding On The Right Financial Advisor: Coghlan Financial Group Offers Important Questions To Ask When Choosing The Financial Advisor	PRWeb
11/2006	Choosing a Financial Advisor: 9 Important Questions To Ask When Deciding Which Financial Advisor To Hire For Your Business	Entrepreneur Online
10/13/2006	Insurance Planning Is Key When Considering Retirement: Don’t Overlook The Potential Costs Of Not Securing Coverage	PRWeb
10/11/2006	Before You Retire, Don’t Forget To Plan It All Five Steps to Pre-Retirement Planning	PRWeb
10/2006	Golden Eggs In A Market Acting Cracked	Financial Advisor Magazine (PDF Version)
10/2006	It’s Triage time: How To Play Doctor With Boomer Nest Eggs And Keep Your Business Growing	Registered Rep Magazine
09/17/2006	Planning For The Retirement Your Deserve: And How To Sideswipe The Roadblocks Along The Way	PRWeb
09/07/2006	It’s Not Too Late To Save For Your Retirement	The Daily Transcript’s “Who’s Who In Banking”
08/13/2006	Post-Graduation Blues: How to Beat the Financial Woes	PRWeb
08/13/2006	Congress Passes Pension Overhaul Bill: Legislation Sent to President Designed to Assure American Workers Promised Pensions	PRWeb
08/13/2006	Its Not Too Late To Save For Your Retirement: How To Live Comfortably In Your Golden Years	PRWeb
07/31/2006	Trust Expert: Transfer Wealth To Successors In Small Portions	San Diego Business Journal (PDF Version)
07/10/2006	College Grads Must Budget Accordingly Before And After Landing that First Job	The Daily Transcript PDF Version
07/10/2006	Offering Workers Retirement Plans Can Be SIMPLE	San Diego Business Journal PDF Version
06/12/2006	Owners Should Plan For Retirement Sooner	San Diego Business Journal (PDF Version)
05/24/2006	Buying A Home? Don’t Use Your 401(k) To Fund A Home Down Payment	PRWeb
05/24/2006	Buying Real Estate In Your IRA: Retirement Planning: A Little-Known IRS Provision Lets You Extend Your Real Estate Purchasing With Tax-Deferred Dollars	PRWeb
05/24/2006	How-to Guide To Transitioning Pensions From A Company Sponsored Retirement Plan	PRWeb
05/24/2006	The Retirement Plight Of The Small Business Owner	PRWeb
04/10/2006	How-To Guide To Transitioning Pensions From A Company Sponsored Retirement Plan	The Daily Transcript’s “Banking & Finance Quarterly Report”
04/03/2006	6 Tips for an Easy Retirement: When Building A Successful Business, Don’t Forget To Build A Healthy Nest Egg. These Easy Ways To Save For Retirement Will Get You Started	Entrepreneur Online
04/2006	What Employees Need To Know That Employers Aren’t Telling Them	Opportunity World
02/28/2006	Don’t Use A 401(k) To Fund A Home Down Payment	The Daily Transcript’s “Live. San Diego Report” PDF Version
12/12/2005	Before Your Open That Nest Egg: 10 Questions To Ask Before Taking The First Dollar Out Of Your Retirement Savings	The Wall Street Journal
10/05/2005	March To Your Own Beat When It Comes To Planning For Retirement	The Daily Transcript’s “Banking, Finance & Investing Feature”
10/03/2005	What San Diegans Need To Know About Retirement Planning	The Daily Transcript’s “Banking, Finance & Investing Feature” PDF Version
09/2005	Top CEOs: San Diego County	San Diego Magazine PDF Version
08/2005	A New Wave Of Retirement Planning: No Longer Just Planning For Retirement	Boomer Market Advisor
05/26/2005	New Supreme Court Ruling Bars Creditors From IRA Assets	The Daily Transcript’s “Cash & Capital Report” PDF Version
05/23/2005	Ruling Bars Creditors	San Diego Business Journal PDF Version
04/21/2005	How to Make Your Tax Dollars Work For Your Retirement	The Daily Transcript’s “Banking & Finance Quarterly Report” PDF Version
12/2001	New Retirement Plan Distribution Rules Provide Flexibility	Business Opportunities Journal
09/06/2001	Retirement Plan Sponsors Must Meet Compliance Responsibilities	Business Opportunities Journal
06/2001	Investors Want Guidance In Their Financial Decisions	Business Opportunities Journal
05/16/2001	Long -Term Strategies For Retirement Investing	San Diego Business Journal
11/27/2000	Matching Retirement Plans To Company Goals	San Diego Business Journal
08/21/2000	Taking Your 401K Assets When You Retire	San Diego Business Journal