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 |