Wealthstream Advisors

Quoted: Print & Web

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Check rules for keeping advisor, staying in 401(k)

May 10, 2013

Quoted in Chicago Tribune

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Journey back from divorce can be taxing

March 25, 2013

Quoted in Investment News

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Attention Millennials, Is Now the Time for You to Buy a House?

January 18, 2013

Quoted in Fox Business News

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Brace for the Fed’s Next Move

January 14, 2013

Quoted in Barrons. No link available.

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Jill on Money: Fear, greed and year-end planning

December 12, 2012

Quoted in CBS Moneywatch.com

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Pension or Lump Sum Buyout: Questions to Ask Before Making the Decision

November 7, 2012

Quoted in Fox Business News

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What Some Investors Are Doing to Anticipate a Tax Increase

August 3, 2012

Quoted in New York  Times

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How to Loan Family Members Money

June 28, 2012

Quoted in Fox Business News

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Newlyweds: Should You Join Bank Accounts?

April 23, 2012

Quoted in Fox Business News

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Make Your Money Last

April 12, 2012

Quoted in Money Magazine – no link available.

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Financial Literacy Key to Sufficient Retirement Planning

March 23, 2012

Article on FoxBusinessNews.com – no link available.

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For CPA’s, It’s Revenge of the Nerds

February 19, 2012

Article in InvestmentNews No link available.

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Tighten Up Your Time Management

January 11, 2012

Quoted in AccountingWeb.com

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Amid debt-ceiling chaos, advisers say: Don’t panic

December 29, 2011

Quoted in article in CNN Money

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Researching a Stock With a Complicated History

October 9, 2011

Quoted in Blog on Smart Money

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Their Legacy

May 11, 2011

Quoted in Article in Money Magazine -
- no link available.

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Winning Mega millions Tickets Sold Outside Tri-State

January 5, 2011

Quoted in Article on CBS New York

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Advisor Tools Can Fall Short, And Run Long

May 14, 2010

Article in Wall Street Journal – no link available.

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Top 5 Divorce Mistakes to Avoid

March 2, 2010

Article on WalletPop.com – no link available.

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Know Investment Value at the Start

December 13, 2009

Quoted in Chicago Tribune – no link available.

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ETNs: What Every Investor Should Know About These Hot New Debt Securities

December 10, 2009

Quoted in article on DailyFinance.com

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End of Life Planning

October 5, 2009

Interview on Getting Your Money’s Worth

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Lessons Learned from the Financial Crisis

October 1, 2009

Panelist contributor – on-line at JournalofAccountancy.com

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Kids Learn Business Skills

July 22, 2009

Interview in Business Week. No link available.

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A ‘Ladder’ Helps You Keep Step With Rising Interest Rates

July 9, 2009

Article on FoxBusiness.com – no link available.

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Investors Yank Cash From Money Market Funds

June 14, 2009

Article in InvestmentNews Subscription required.

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Group Of NJ Insurance Workers Wins Mega Millions

March 4, 2009

Article on WCBSTV NY – no link available

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CPA Financial Advisors Reassure Worried Clients

February 6, 2009

Article in WebCPA

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Small Grants Lift Charities in Lean Times

November 24, 2008

Article in Christian Science Monitor – no link available.

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CPAs Give Tips on How to Survive a Crazy Market

November 8, 2008

Article in Newsday.com – no link available

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How Will Federal Reserve’s Interest Rate Cut Affect You?

October 29, 2008

Article in New York Daily News

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CPA Advice After the Market Meltdown

September 29, 2008

Article in cpa2biz.com

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Even Keel in Stormy Stock Markets

September 20, 2008

Article in New York Daily News

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You Can Panic in a Recession, or You Can Strategize

April 21, 2008

Article in the New York Times

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Turning a Rental into a Primary Residence Still Requires Filing of Schedule E

March 27, 2008

Article in USA Today

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Close-end, Openly Risky

February 10, 2008

Article in  the New York  Post. – no link available.

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Avoiding Foreclosure

October 1, 2007

Video on SmartMoney.com – no link available

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Tips for Divorcing Couples

September 2, 2005

Article in New York Daily News – no link available

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Tempted to Tinker? Make Investment Changes Carefully.

February 21, 2005

Article in American Medical News

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Tax Q&A: Deduct condo loss after relatives live there?

April 14, 2013

Quoted in USA Today

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Money Fix: Funding an IRA before tax time

February 25, 2013

Quoted in Newsday

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Stocks, Not Bonds, May Be the Bet in ’13

January 13, 2013

Quoted in Wall Street Journal. No link available.

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Cliff deal hits some investors

January 2, 2013

Quoted in Bankrate.com.com

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Playing the Flat ‘Fear Index’

December 1, 2012

Quoted in Wall Street Journal. No link available

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Safeguard Documents From Next Storm

November 12, 2012

Quoted in Wall Street Journal

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Review Your 529 Plan to Meet College Savings Goals

October 5, 2012

Quoted in US News

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Five Questions You Should Ask Before Buying a Home

July 24, 2012

Quoted in Fox Business News

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Smart Spending: Gay or straight, marriage costs more

May 11, 2012

Quoted in SmartMoney.com

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Help Desk Q&A

March 1, 2012

Quoted in Money Magazine – no link available.

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Experts Explain How to Choose a Tax Preparer

January 20, 2012

Interview in Smart Money, no link available.

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Year-end tax tips 2011

December 17, 2011

Quoted in CBSMoneyWatch.com

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What Should You do if You Win the Lottery

March 25, 2011

Interview on CBS NY – no link available.

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Money Fix: Bolstering retirement accounts

January 4, 2011

Quoted in Article in Newsday Subscription required.

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Sex Matters When it Comes to Retirement Planning

May 6, 2010

Article on CNBC – no link available.

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10 Tips for Picking the Right Retirement Spot

January 22, 2010

Quoted in US News & World – no link available.

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ETFs: Which Approach is Best?

December 10, 2009

Quoted in BusinessWeek print edition and online at BusinessWeek.com

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Real Estate: The New Investment Realities

October 1, 2009

Print and web version of Physicians Practice

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Getting Personal: Accountants Becoming Trusted Advisors

August 4, 2009

Article in the Wall Street Journal.- no link available.

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What To Do When Mega Millions Jackpot Comes Your Way

July 29, 2009

Article in New York Daily News

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AICPA Opens Financial Planner Portal

July 16, 2009

Article in AccountingToday for WebCPA

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Catching the Gold Bug

July 15, 2009

Article in the Wall Street Journal

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Take the Plunge!

July 8, 2009

Article in Accounting Today

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In 2010 Don’t Look for an Increase in those Social Security Checks

June 6, 2009

Quoted by Newsday.com – no link available

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Don’t Count Out Mutual Funds!

February 23, 2009

Article in WebCPA

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Hey Madoff! Show Me the Money

January 8, 2009

Article in the New York Post

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Bridgewater Says More Losses Loom

March 20, 2008

Article in Hedgeworld – subscription required to view

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Claiming Deductions Requires Taxpayer to Itemize

March 3, 2008

Article in USA Today

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Close-end, Openly Risky

February 10, 2008

Article in the New York Post – no link available

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What Should You Do with Bush’s Rebate Check?

February 6, 2008

Article in BlackEnterprise

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Are Traditional Indexes the Best Benchmarks?

January 1, 2008

Article in Journal of Financial Planning – no link available

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The Top Five Mistakes to Avoid When Getting Divorced

November 20, 2007

Article on SmartMoney.com

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InvestmentNews Launches Planning Q&A

November 7, 2007

Article in InvestmentNews Subscription required.

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Got a Mortgage Problem? Don’t Ignore It. Pick up the Phone.

August 15, 2007

Article in FOXNews.com

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Your Top Challenges: Staffing, Pay, Profitability

July 23, 2007

Article in Accounting Today

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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

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What You Can Learn From Anna Nicole Smith

February 13, 2007

Article in the New York Post

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IRA Eligibility

February 2, 2007

Article in the New York Post – no link available

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Pitfalls of Individual Retirement Accounts

February 1, 2007

Article in Wall Street Week – no link available

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Consumer Spending

December 1, 2006

Article in New York Daily News – no link available

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