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Feb 7 2024<br/>Rochelle, 4 Ways to Fin Financial Peace<br/>

Feb 7 2024
Rochelle, 4 Ways to Fin Financial Peace

A look at what it really means to find financial “peace,” and what it actually takes to get there. 

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Jan 25 2024<br/>Gary, Advisors see Trump focusing on expiring tax cuts if he wins White House

Jan 25 2024
Gary, Advisors see Trump focusing on expiring tax cuts if he wins White House

See what Gary has to say about the potential GOP Nominee's plan on the expiring tax cuts.

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Jan 11 2024<br/>Gary, Lessons That Financial-Planning Courses Don't Teach (But Should)<br/>

Jan 11 2024
Gary, Lessons That Financial-Planning Courses Don't Teach (But Should)

Experience can be the best teacher, many financial advisors says. Hear what Gary had to say in this magazine article!

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Dec 6, 2023<br/>Gary, Is It Time For Dividend Stocks?

Dec 6, 2023
Gary, Is It Time For Dividend Stocks?

See what Gary had to say about Dividend Stocks in this article on Financial Advisor Magazine.

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Oct 1, 2023<br/>Rochelle, How Much Insurance Do Your Clients Really Need?&#160;<br/>

Oct 1, 2023
Rochelle, How Much Insurance Do Your Clients Really Need? 

Insurance is a contractual guarantee that gives you a cushion against the financial blow of a costly disaster. But the security it provides is expensive. How can clients know if they have enough insurance, or if they are paying for coverage they don’t need?

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August 17, 2023<br/>Rochelle, Financial Advisor Magazine:

August 17, 2023
Rochelle, Financial Advisor Magazine:

Insurance is a contractual guarantee to help cushion against the financial blow of a costly disaster. But the security it provides is expensive. How can clients know if they have enough insurance, or if they are paying for coverage they don’t need?

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May 2, 2023<br/>Rochelle, Advising Clients on Strike:&#160;<br/>

May 2, 2023
Rochelle, Advising Clients on Strike: 

Advisors can also play an important role in keeping clients calm and disciplined in such scenarios. “With a worker shortage and dual-income households, some may feel emboldened,” says Rochelle Odesser of Madison Planning Group in White Plains, N.Y. 

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April 3, 2023<br/>Rochelle, Financial Advisor Magazine:

April 3, 2023
Rochelle, Financial Advisor Magazine:

Almost by definition, an advisor is someone who helps clients prepare for financial setbacks, retirement hurdles, the expenses of long-term ill health and other unforeseen events. But if the recent news flow hasn’t made it plain enough, disaster can take many forms and strike at any time. This makes the job all the more challenging.

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April 1, 2023<br/>Gary, Financial Advisor Magazine:&#160;<br/>

April 1, 2023
Gary, Financial Advisor Magazine: 

Tina Hohman, executive vice president at Alera Group Wealth Services in Deerfield, Ill., recalls an industry conference where she heard that more than 60% of advisory practices have no succession plan.

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January 19, 2023<br/>Gary, Investment News:

January 19, 2023
Gary, Investment News:

An unusual coordinated effort among state lawmakers seeks to impose wealth taxes across the country, but advisors warn levies on assets will drive high-net-worth clients to lower-tax states.

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October 29, 2022<br/>Andrew, CNBC:&#160;<br/>

October 29, 2022
Andrew, CNBC: 

The ramifications of dying without a will can be timely and costly. The last thing you'd want is a complicated process for your loved ones to administer your estate.

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June 21, 2022<br/>Rochelle, Her Money:<br/>

June 21, 2022
Rochelle, Her Money:

The array of credit cards offering travel rewards is dizzying. And their annual fees run the gamut from zero to several hundred dollars. Here’s what to know when considering a travel rewards credit card.

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October 20, 2021<br/>Gary, Wealth Management:<br/>

October 20, 2021
Gary, Wealth Management:

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

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October 15, 2021<br/>Gary, Wealth Management:<br/>

October 15, 2021
Gary, Wealth Management:

Advisors are making the most of the pandemic commercial real estate environment

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August 26, 2021<br/>Gary, Investor&#8217;s Business Daily:<br/>

August 26, 2021
Gary, Investor’s Business Daily:

Advisors Fight Through The Hardest Times And Come Away Stronger

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