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