In The Media

Here are some articles where I've been quoted, sharing insights and stories that matter.

Attending Fox 5 News Studio in New York with anchors Bianca Peters and Natasha Verma, along with my wife for a news segment.

How to Get the Most Out of Your Pension - Kiplinger

If you’re expecting a pension when you retire, your decisions on how it’s distributed could have long-term effects on your financial security.

Are My Credit Card Rewards Taxable - WSJ Buyside

Most credit card rewards and sign-up bonuses aren’t considered income by the Internal Revenue Service, meaning you don’t need to worry about Uncle Sam claiming a portion of your purchasing perks. But there are some exceptions.

More Home Sellers Are Paying Capital Gains Taxes - Here's How to Reduce Your Bill - CNBC

More Americans are paying capital gains taxes on home sale profits amid soaring property values - but there are ways to reduce your bill.

I'm Afraid Inflation Will Eat Into My Retirement. How Do I Plan For Social Security and Our Pension? - MarketWatch

I’m planning to retire in a few months and can’t make up my mind on how to take my company pension.

More IRA Mistakes Clients Make - ThinkAdvisor

Some missteps are relatively easy to correct; others are more serious.

These Bond Funds Offering Yields Upward of 5% Could Take Off As Fed Policy Becomes Uncertain - CNBC Pro

With Wall Street uncertain as to where the Federal Reserve will go from here on rate policy, an actively managed approach to fixed income could see additional interest – and inflows – from investors.

These Tax Strategies Can Be a 'Silver Lining' After a Prolonged Job Layoff - NBC New York

One "silver lining" of a job layoff can be a temporary lower federal income tax bracket, said certified financial planner Jaime Quinones with Stockade Wealth Management.