Starting a New Practice? Don’t Forget About the Tax Type
National Underwriter Life & Health (July 12, 2010)
Staying Healthy May Cost You In Retirement
FoxBusiness.com (May 13, 2010)
Financial Behavior in Retirement Summit
SourceMedia Conferences (November 2009)
Long-Term Care:What You Need To Know
Financial Advisor Magazine (December 2009)
Older Investors Need to Earn More on Investments
Yahoo Finance (2007)
No Longer An Ancillary Service
Financial Advisor Magazine (April 2004)
Tax Prep as Part of Financial Planning? A Question with Different Answers
eb.com (July 2001)
Powerful Partners
Financial Advisor Magazine (August 2000)
Special-needs trust helps disabled child
USA Today (August 2000)
