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Quoted: Print & Web
Top 5 Divorce Mistakes to Avoid
March 2, 2010
Article on WalletPop.com
10 Tips for Picking the Right Retirement Spot
January 22, 2010
Know Investment Value at the Start
December 13, 2009
Quoted in Chicago Tribune
ETFs: Which Approach is Best?
December 10, 2009
Quoted in BusinessWeek print edition and online at BusinessWeek.com
ETNs: What Every Investor Should Know About These Hot New Debt Securities
Quoted in article on DailyFinance.com
Real Estate: The New Investment Realities
October 1, 2009
Print and web version of Physicians Practice
Lessons Learned from the Financial Crisis
Panelist contributor – on-line at JournalofAccountancy.com
Getting Personal: Accountants Becoming Trusted Advisors
August 4, 2009
Article in the Wall Street Journal
What To Do When Mega Millions Jackpot Comes Your Way
July 29, 2009
Article in New York Daily News
Catching the Gold Bug
July 15, 2009
Article in the Wall Street Journal
A ‘Ladder’ Helps You Keep Step With Rising Interest Rates
July 9, 2009
Article on FoxBusiness.com
Take the Plunge!
July 8, 2009
Article in Accounting Today
Investors Yank Cash From Money Market Funds
June 14, 2009
Article in InvestmentNews
In 2010 Don’t Look for an Increase in those Social Security Checks
June 6, 2009
Quoted by Newsday.com – no link available
Group Of NJ Insurance Workers Wins Mega Millions
March 4, 2009
Article on WCBSTV NY
Don’t Count Out Mutual Funds!
February 23, 2009
Article in WebCPA
CPA Financial Advisors Reassure Worried Clients
February 6, 2009
Article in WebCPA
Hey Madoff! Show Me the Money
January 8, 2009
Article in the New York Post
Small Grants Lift Charities in Lean Times
November 24, 2008
Article in Christian Science Monitor
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
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
Avoiding Foreclosure
October 1, 2007
Video on SmartMoney.com – no link available
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
Tips for Divorcing Couples
September 2, 2005
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
Tempted to Tinker? Make Investment Changes Carefully.
February 21, 2005
Article in American Medical News
Care and Feeding of Asset Allocation
November 1, 2004
Article in Practical Accountant
How to Relate (CRM software)
October 1, 2004
Article in Investment Advisor Magazine
Account Aggregation Gains Momentum Among Advisors
April 9, 2003
Article in Accounting Today – no link available
What’s in a Name? Follow Registration Rules to Avoid Distribution Disaster
March 1, 2003
Article in Aspen Publisher’s Distribution Advisor – no link available
Aftershock (9-11 Impact Piece)
October 1, 2001
Article in Investment Advisor Magazine
Traditional Pension Maximization Strategies
February 1, 2001
Article in The CPA Journal
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