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featured in the media

We are consistently recognized and prominently featured across various news and media platforms. Our reputation as an expert in the field of retirement planning has garnered substantial attention. We invite you to explore a selection of our most recent features and articles below.

media placements & features

CBS MOneyWatch:
How Much Interest Would a 6-Month CD earn Now?

If you have a traditional savings account, you know that the interest you'll earn on these financial products is typically minimal.

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GoBankingRates:
I’m a Financial Planner: 7 Things You Must Do Immediately If You Run Out of Savings

According to CNN, Americans managed to save around $2.1 trillion in total during the COVID-19 pandemic. While this sounds like a massive sum of money, it’s been largely depleted since then.

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