IN THE NEWS
BUSINESS INSIDER
July 2021
Interview with Business Insider on "4 Expensive Retirement Savings Mistakes, According to Financial Planners"
"Building up your retirement accounts takes years, but it's possible that one simple mistake could undo all that hard work."
LIFEHACKER.COM
July 2021
Lifehacker's list of "The 10 Best Personal Finance Podcasts to Listen to in 2021" lists the DIY Money Podcast among some other big names in the category.
MONEY.COM
February 2021
What Are Mutual Funds?
Mutual funds are a simple way for investors to buy a group of securities with one purchase. These securities can consist of stocks, money market instruments, bonds, and other assets....
WEALTH TENDER
December 2020
What Is A Virtual Financial Advisor?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone.
This means no matter where you or your financial advisor choose to live, you’re always just a Zoom call away from a face-to-face meeting.
BUSINESS LEXINGTON
December 2020
Financial Planning in 2021 Means Finding Solidity in Uncertain Times
“Statistics show that many Americans aggressively increased their cash savings during the uncertainty of the pandemic and this is great news,” Czulno said. “Folks should target an emergency savings of three to 12 months of their living expenses to weather the natural ebbs and flows of life. Beyond that however, it’s important to consider moving any excess funds to some type of investment that can generate a return to, at a minimum, keep up with inflation.”