Fortune/CFP – Five Reasons to Get Help with Financial Planning (March 2017) PDF
Fortune/CFP – 5 Ways to Maximize Your Charitable Giving (March 2017) PDF
MONEY/CFP – Reaching One of These Life Milestones? Time to Call a CFP (March 2017) PDF
MONEY/CFP – Your Roadmap to Money-Smart Kids March 2017 PDF
RealSimple.com/Bank of America – 17 Money Tips for 2017 (December 2016) PDF
RealSimple.com/Bank of America – 6 Money-Saving Strategies for the Holiday Season (November 2016) PDF
MONEY/Disney Vacation Club – Redefining Vacation Club Ownership (October 2016) PDF only
MONEY/SSGA Upromise – How to Fund College with a 529 College Savings Account (August 2016) PDF only
MONEY/StateFarm – Financial Navigation for Your Life (June 2016) PDF only
Bloomberg Business/Bank of America Merrill Lynch – What Are the Next Steps for Hedge Funds (December 2015) (PDF only)
Additional clips available on request
