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Articles and Interviews

How are older Americans spending their stimulus checks?
MarketWatch/The Wall Street Journal digital network
Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fund in 2021
USA Today
8 Tips For Tightening Your Belt Amid Covid-19 Economic Slowdown
Investors Business Daily
Want To Max Your Social Security Benefits? Ask These 7 Questions
Investors Business Daily
Don't Forget These Year-End Retirement Planning Tax Breaks
Investors Business Daily
Here's Why You Should Repay Your CARES Act 401(k) Withdrawal Within The Allowable 3-Year Window
Forbes
Am I Saving Too Much for Retirement?
US News & World Report
What to do with your 401(k) if you get laid off
Grow from Acorns
How To Trim Spending Amid The Coronavirus Stock Market Crash Crisis
Investors Business Daily
How to Leverage 0% Interest Rates in a Self-Directed IRA
US News & World Report
10-year Treasury yield hits record low - here's how to profit
Fox Business
10 retirement lessons from a retired retirement pro
MarketWatch/The Wall Street Journal digital network
The 10 commandments of retirement
MarketWatch/The Wall Street Journal digital network
10 Things to Consider When It Comes to Divorce & Annuities
Western & Southern - Consumer channel
Why it’s crucial to plan for your RMDs
MarketWatch/The Wall Street Journal digital network
How to plan for your RMDs
MarketWatch/The Wall Street Journal digital network
10 tips for downsizing in retirement
MarketWatch/The Wall Street Journal digital network
Women and the trouble with retirement
MarketWatch/Retirement Weekly premium newsletters
Retired? This is why you shouldn't invest like you’re 42
MarketWatch/The Wall Street Journal digital network
Saving for retirement is boring. Do it anyway
MarketWatch/The Wall Street Journal digital network
7 ways to manage financial pitfalls during a late-in-life divorce
MarketWatch/The Wall Street Journal digital network
Watch out for the gift tax trap in the new tax law
MarketWatch/The Wall Street Journal digital network
7 ways to manage financial pitfalls during a late-in-life divorce
MarketWatch/The Wall Street Journal digital network
Watch out for the gift tax trap in the new tax law
MarketWatch/Retirement Weekly premium newsletters
Abolish all debt and 6 more tips to jump-start your retirement
MarketWatch/The Wall Street Journal digital network
7 ways to live within your means now so you can enjoy retirement later
MarketWatch/The Wall Street Journal digital network
Why paying for college tuition can destroy your retirement
MarketWatch/The Wall Street Journal digital network
When it comes to retirement, a dream isn’t a plan
MarketWatch/The Wall Street Journal digital network
Why U.S. Retirees' Credit Health May Be at Risk
TheStreet
Retirement checklist for women — 7 simple tips to get you started
MarketWatch/The Wall Street Journal digital network
Is your estate plan up to date? Check these 5 things
MarketWatch/The Wall Street Journal digital network
4 Tips To Keep Bad Spending Habits From Wrecking Your Retirement
U.S. News & World Report
5 Things to Know When Buying an Annuity
U.S. News & World Report
How Your Age Matters: Questions Every Generation Asks a Financial Advisor
Yahoo! News
How Your Age Matters: Questions Every Generation Asks a Financial Advisor
U.S. News & World Report
Gray Divorce: What Women Who Divorce Later in Life Need to Know
U.S. News & World Report
Fearless Fabulous You
iHeartRadio
3 tips on purchasing your annuity
MarketWatch/The Wall Street Journal digital network
Avoiding potential pitfalls with title insurance
MarketWatch/The Wall Street Journal digital network
Prepared for Retirement? An Interview with Melody Juge: Life Income Management
Business Ethics Blog with Chuck Gallager
Should couples plan to retire at the same time?
Bankrate.com
5 tips to help navigate an often treacherous RMD landscape
MarketWatch/The Wall Street Journal digital network
Millennials, Advisors Don't Need Each Other, Planner Says
Financial Advisor
4 Reasons to Save for Retirement Without a Tax Deferral
Forbes
4 Reasons to Save for Retirement Without a Tax Deferral
Next Avenue - PBS
4 ‘what ifs’ that may change how you plan for retirement
MarketWatch/The Wall Street Journal digital network
How Women Can Take Action, Catch Up With Men on Retirement Savings
MainStreet
More Boomers Are Upsizing Into Bigger Retirement Homes to Accommodate Family
MainStreet
The Quiet Crisis in America, Part I: A lack of savings makes the last years a miserable time for many.
Gregory Bresiger's Personal Finance Blog
5 reasons to preplan your retirement now
MarketWatch/The Wall Street Journal digital network
Retirement Adviser Juge: 'Many People Too Emotional' for Retirement Savings
Moneynews.com
Tighten your belt for a fatter retirement
New York Post
The Most Important New Year’s Resolution
Now It Counts
Why Both Gen X and Y Can Skip Using Financial Advisors Until They Are 55
MainStreet
9 steps to getting your estate plan in order
Next Avenue / PBS
Boomers Beware! Don’t Fall for These Retirement Savings Tricks
FoxBusiness.com / Casey Dowd / The Boomer
How Women Can Get Retirement Back on Track
Next Avenue - PBS
6 ways boomer women can get retirement savings on track
MarketWatch/The Wall Street Journal digital network
9 key criteria for creating a sound retirement plan
MarketWatch/The Wall Street Journal digital network
Take the challenge: Read your annuity contract
MarketWatch/The Wall Street Journal digital network
Steps on When to Retire
Retirement News Today
Why women should plan to live to 100
MSN Money
7 Tips for Women to Have a More Secure Retirement
FoxBusiness.com
Groundhog Day: 5 Money Mistakes You Keep Reliving
GOBankingRates.com
When to retire? 3 steps; 3 contingencies
MarketWatch/The Wall Street Journal digital network
So you’re retired. Now what?
MarketWatch/The Wall Street Journal digital network
Double Your Savings This Year -- Really
Dailyworth.com
Savings rate drops back below 5% in October
Interest.com
Clients: Many Advisors Give Lip Service To Communication
Financial Advisor
Advisor Seeks To Empower Women
Financial Advisor
How to Manage Your Elderly Loved One's Money
DepositAccounts.com
Ladies, 80% of centenarians are women. Got retirement?
MarketWatch/The Wall Street Journal digital network
Commentary: Women need to take charge of end-of-life planning
NAIFA SmartBrief
The investment boomer women can't do without
MarketWatch/The Wall Street Journal digital network
The boomer woman's guide to annuities
MarketWatch/The Wall Street Journal digital network
Video: How to Minimize Your Taxes in Retirement
The Wall Street Journal
Melody quoted in Dan Kadlec's "9 Ways to Simplify Your Finances Now"
Time Magazine
Advisor Sounds Cautionary Note On Bank-Sold Annuities
Insurance News Net
74% Of Women Do Not Have A Financial Planner - NOW Is The Time To Get One
RTT News Audio Interview
Portability Provision and Tax Exemption
Retirement News Today
How to double your estate-tax exemption
MarketWatch/The Wall Street Journal digital network
Beneficiary alert: Protect your heirs’ rights
MarketWatch/The Wall Street Journal digital network
How to start your retirement plan (interview)
Retirement News Today
7 tips to avoid annuity headaches
MarketWatch/The Wall Street Journal digital network
How to start your retirement plan
MarketWatch/The Wall Street Journal digital network
The 7 things Boomer Women want from advisers
MarketWatch/The Wall Street Journal digital network
Wondering when to take Social Security?
Lead article on Yahoo Finance
Wondering when to take Social Security?
MarketWatch/The Wall Street Journal digital network
Five big IRA beneficiary concerns
MarketWatch/The Wall Street Journal digital network
The AMT vs. your retirement
MarketWatch/The Wall Street Journal digital network
‘Fiscal Cliff’ Could Put Millions of Taxpayers Into ‘AMT Shock’ Interview
CNBC
Retirement planning: Not sexy, but vital
MarketWatch/The Wall Street Journal digital network
How in terms of retirement the fiscal cliff doesn't matter if you have a good plan for retirement:
October 2012: Money Matters Interview with Chris Cordani Executive Producer
Fast forward to 35 minutes. Juge starts there.
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