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IN THE NEWS

Recent Mentions

Forbes - October 24, 2019 - Laura talks about what to do with your old 401k in The Problem With (And Solution To) Leaving your 401(k) With Your Former Employer.

Kiplinger - October 3, 2019 - Laura gives a personal view of her thoughts on health insurance in What You Should Know About Open Enrollment same article also featured here in the Chicago Tribune.

Zebra Smash Podcast - June 3, 2019 - In this fee-only advisor directed podcast, Laura shares her experience at this year’s Spring NAPFA conference with a bit of heat related to inequality between male and female financial advisors Episode 82

NAPFA Advisor Magazine - May 2019 - Laura contributes to a conversation on Long-Term Disability Insurance in Long-term Disability 101

Huffpost - March 23, 2019 - When is enough enough when it comes to helping your kids financially? Laura shares her thoughts in When Should You Start Cutting Off Your Children Financially?

Fiduciary News - January 2, 2019 - In #2 Laura discusses the importance of acting as a fiduciary in workplace retirement plans in A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019

Bankrate - December 25, 2018 - Laura talks about the importance of estate planning in item #7 in Top 7 financial New Year’s resolutions and how to fulfill them.

Forbes - November 30, 2018 - Laura provides insight on the importance of HSAs in Gen X Women: The Time Is Now To Embrace Health Savings Accounts

U.S. News and World Report - November 9, 2015 – Helga talks about strategies for preparing for required minimum distributions in 5 Year-End Retirement Planning Tips

Wall St. Cheat Sheet - June 18, 2014 – How do you plan for retirement when you begin receiving retirement payments in your 20s, 30s or 40s? Helga shares her thoughts in Retirement and Investment Opportunities for Veterans.

Wall St. Cheat Sheet - May 23, 2014 – Do you know much you need to save for retirement? Read what Helga has to say in Test Your Knowledge: What’s Your Retirement IQ?