Financial Planning Articles

Here are a few of the hundreds of articles I’ve written or ghostwritten with advice about personal finance, from basic budgeting to investing and retirement planning. Most are reproduced here in basic copy format because they appeared under another author’s name.

What Is A Post-Retirement Job Worth?

The Sandwich Generation: Avoid the Financial Squeeze

Retire Your Debt Before You Retire

6 Top Concerns When You Achieve a High Net Worth

Trusts Are Not Just for the Wealthy

Retirement Planning Mistakes to Avoid

Use Allowance to Teach Kids about Finances

Women Face Additional Challenges in Saving for Retirement

Every Investor’s Enemies – Inflation and Taxes

8 Financial Mistakes Wealthy People Make

How the Wealthy Got that Way

A Reverse Mortgage for Mom and Dad

Busy Executives, Professionals Should Prepare To Retire

Investing in Bonds when Interest Rates are Rising

Make the Most of Your IRA Distributions

Make Your Money Last in Retirement

Forbes Magazine Advertorials

Forbes: Metro Hartford — Rising Star

Forbes: Metro Hartford — Where Talent Thrives

Articles, Columns, Blogs, White Papers

CBIA newsletter – Social Media as a Business Tool

 New Alliance To Aid  Homeless  in Greater New Haven

White Paper – Enhance Your Refining Returns

Could You Buy Your Own Private Island?

Dale Carnegie Trains Teens

Dale Carnegie Teens Reflect Back a Year Later

Dale Carnegie Adult Graduates Look Back

CBIA newsletter – State Deficit Looms

Can You Afford To Retire?

Save on Winter Energy Costs