 |
|||||||||||||||||||||
 |
 |
 |
 |
 |
 |
 |
 |
 |
||||||||||||
Quoted: Print & Web
Brace for the Fed’s Next Move
January 14, 2013
Quoted in Barrons. No link available.
Jill on Money: Fear, greed and year-end planning
December 12, 2012
Quoted in CBS Moneywatch.com
Pension or Lump Sum Buyout: Questions to Ask Before Making the Decision
November 7, 2012
Quoted in Fox Business News
What Some Investors Are Doing to Anticipate a Tax Increase
August 3, 2012
Quoted in New York Times
How to Loan Family Members Money
June 28, 2012
Quoted in Fox Business News
Newlyweds: Should You Join Bank Accounts?
April 23, 2012
Quoted in Fox Business News
Make Your Money Last
April 12, 2012
Quoted in Money Magazine – no link available.
Financial Literacy Key to Sufficient Retirement Planning
March 23, 2012
Article on FoxBusinessNews.com – no link available.
For CPA’s, It’s Revenge of the Nerds
February 19, 2012
Article in InvestmentNews No link available.
Tighten Up Your Time Management
January 11, 2012
Quoted in AccountingWeb.com
Amid debt-ceiling chaos, advisers say: Don’t panic
December 29, 2011
Quoted in article in CNN Money
Researching a Stock With a Complicated History
October 9, 2011
Quoted in Blog on Smart Money
Their Legacy
May 11, 2011
Quoted in Article in Money Magazine -
- no link available.
Winning Mega millions Tickets Sold Outside Tri-State
January 5, 2011
Quoted in Article on CBS New York
Advisor Tools Can Fall Short, And Run Long
May 14, 2010
Article in Wall Street Journal – no link available.
Top 5 Divorce Mistakes to Avoid
March 2, 2010
Article on WalletPop.com – no link available.
Know Investment Value at the Start
December 13, 2009
Quoted in Chicago Tribune – no link available.
ETNs: What Every Investor Should Know About These Hot New Debt Securities
December 10, 2009
Quoted in article on DailyFinance.com
End of Life Planning
October 5, 2009
Interview on Getting Your Money’s Worth
Lessons Learned from the Financial Crisis
October 1, 2009
Panelist contributor – on-line at JournalofAccountancy.com
Kids Learn Business Skills
July 22, 2009
Interview in Business Week. No link available.
A ‘Ladder’ Helps You Keep Step With Rising Interest Rates
July 9, 2009
Article on FoxBusiness.com – no link available.
Investors Yank Cash From Money Market Funds
June 14, 2009
Article in InvestmentNews Subscription required.
Group Of NJ Insurance Workers Wins Mega Millions
March 4, 2009
Article on WCBSTV NY – no link available
CPA Financial Advisors Reassure Worried Clients
February 6, 2009
Article in WebCPA
Small Grants Lift Charities in Lean Times
November 24, 2008
Article in Christian Science Monitor – no link available.
CPAs Give Tips on How to Survive a Crazy Market
November 8, 2008
Article in Newsday.com – no link available
How Will Federal Reserve’s Interest Rate Cut Affect You?
October 29, 2008
Article in New York Daily News
CPA Advice After the Market Meltdown
September 29, 2008
Article in cpa2biz.com
Even Keel in Stormy Stock Markets
September 20, 2008
Article in New York Daily News
You Can Panic in a Recession, or You Can Strategize
April 21, 2008
Article in the New York Times
Turning a Rental into a Primary Residence Still Requires Filing of Schedule E
March 27, 2008
Article in USA Today
Close-end, Openly Risky
February 10, 2008
Article in the New York  Post. – no link available.
Avoiding Foreclosure
October 1, 2007
Video on SmartMoney.com – no link available
Tips for Divorcing Couples
September 2, 2005
Article in New York Daily News – no link available
Tempted to Tinker? Make Investment Changes Carefully.
February 21, 2005
Article in American Medical News
Stocks, Not Bonds, May Be the Bet in ’13
January 13, 2013
Quoted in Wall Street Journal. No link available.
Playing the Flat ‘Fear Index’
December 1, 2012
Quoted in Wall Street Journal. No link available
Safeguard Documents From Next Storm
November 12, 2012
Quoted in Wall Street Journal
Review Your 529 Plan to Meet College Savings Goals
October 5, 2012
Quoted in US News
Five Questions You Should Ask Before Buying a Home
July 24, 2012
Quoted in Fox Business News
Smart Spending: Gay or straight, marriage costs more
May 11, 2012
Quoted in SmartMoney.com
Help Desk Q&A
March 1, 2012
Quoted in Money Magazine – no link available.
Experts Explain How to Choose a Tax Preparer
January 20, 2012
Interview in Smart Money, no link available.
Year-end tax tips 2011
December 17, 2011
Quoted in CBSMoneyWatch.com
What Should You do if You Win the Lottery
March 25, 2011
Interview on CBS NY – no link available.
Money Fix: Bolstering retirement accounts
January 4, 2011
Quoted in Article in Newsday Subscription required.
Sex Matters When it Comes to Retirement Planning
May 6, 2010
Article on CNBC – no link available.
10 Tips for Picking the Right Retirement Spot
January 22, 2010
Quoted in US News & World – no link available.
ETFs: Which Approach is Best?
December 10, 2009
Quoted in BusinessWeek print edition and online at BusinessWeek.com
Real Estate: The New Investment Realities
October 1, 2009
Print and web version of Physicians Practice
Getting Personal: Accountants Becoming Trusted Advisors
August 4, 2009
Article in the Wall Street Journal.- no link available.
What To Do When Mega Millions Jackpot Comes Your Way
July 29, 2009
Article in New York Daily News
AICPA Opens Financial Planner Portal
July 16, 2009
Article in AccountingToday for WebCPA
Catching the Gold Bug
July 15, 2009
Article in the Wall Street Journal
Take the Plunge!
July 8, 2009
Article in Accounting Today
In 2010 Don’t Look for an Increase in those Social Security Checks
June 6, 2009
Quoted by Newsday.com – no link available
Don’t Count Out Mutual Funds!
February 23, 2009
Article in WebCPA
Hey Madoff! Show Me the Money
January 8, 2009
Article in the New York Post
Bridgewater Says More Losses Loom
March 20, 2008
Article in Hedgeworld – subscription required to view
Claiming Deductions Requires Taxpayer to Itemize
March 3, 2008
Article in USA Today
Close-end, Openly Risky
February 10, 2008
Article in the New York Post – no link available
What Should You Do with Bush’s Rebate Check?
February 6, 2008
Article in BlackEnterprise
Are Traditional Indexes the Best Benchmarks?
January 1, 2008
Article in Journal of Financial Planning – no link available
The Top Five Mistakes to Avoid When Getting Divorced
November 20, 2007
Article on SmartMoney.com
InvestmentNews Launches Planning Q&A
November 7, 2007
Article in InvestmentNews Subscription required.
Got a Mortgage Problem? Don’t Ignore It. Pick up the Phone.
August 15, 2007
Article in FOXNews.com
Your Top Challenges: Staffing, Pay, Profitability
July 23, 2007
Article in Accounting Today
Who’s Afraid of the Big, Bad 401(k)? Don’t You Be.
July 16, 2007
Article in the North Jersey Herald News – no link available
What You Can Learn From Anna Nicole Smith
February 13, 2007
Article in the New York Post
IRA Eligibility
February 2, 2007
Article in the New York Post – no link available
Pitfalls of Individual Retirement Accounts
February 1, 2007
Article in Wall Street Week – no link available
Consumer Spending
December 1, 2006
Article in New York Daily News – no link available
Roth 401(k)s
September 1, 2005
Article in Wealth Management - no link available
Covering Elder Care Costs. Thinking Long-Term.
May 20, 2005
Article in New York Daily News - no link available
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
 |
||||||||
 |
|
||||||||||||||||||||