Media Coverage

Media Coverage

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
PDF version
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

 

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