LIMELIGHT

 

Your name could appear here. Ever wonder how people get their news highlighted on this page? The best way to get our attention is to email links to your recent media quotes, articles, and other news—along with your Twitter handle, if you have one—to marketing@napfa.org.

Jay Zigmont, PhD, CFP^®: “Meet the FILE movement, whose adherents don't have children and give up cushy retirements to find a more fulfilling job and better work-life balance,” Business Insider, June 22, 2022. Zigmont says, “FIRE is like an on-off switch for work, but FILE is a dimmer switch. It's about having that right amount of work, not 'I want to bust my butt for 25 years, get the watch, and retire.'”

Mindy Neira: “How the LGBTQ+ Community Can Feel Financially Empowered,” Her Money, May 31, 2022. Neira says, “Financial planning for people in the queer community may or may not be unique. But finding a queer financial planner who can be your ally and walk you through your own unique challenges can make all the difference in ensuring you have a solid financial plan today, and over time.” 

Cory White: “A Big Retroactive Check From Social Security Comes With a Big Catch,” The Wall Street Journal, May 5, 2022.  

Pam Bergeson, Daniel Kopp, Sean Gillespie, Mike Hunsberger, and Adrienne Ross were scheduled to speak at the MilMoneyCon, April 21-23, “#MilMoneyCon22 Speakers.”

Danielle Harrison: “Becoming an Investor in Real Estate Rental Properties,” Moneygeek.com, April 11, “5 Things Most People Don’t Know About Common Home Renovation Projects,” Go Banking Rates, March 2. Harrison says, “Location and condition of the rental unit can dictate what type of tenants and upkeep costs you will face. Many of the best cash-flowing properties aren’t always the nicest.”

Leo Marte: “Episode #332: Providing a Personal Client Experience in a Virtual Firm: A Conversation with Leo Marte, CFP,” XY Planning Network, April 6. Marte says, “Now, in my new firm, … the firm is based on serving people of faith. So when people come to my website, they will make a very quick decision within the first 3 seconds if they’re in the right place or not. And that’s intentional.”

Laurie Dubchansky: “Chapter Spotlight: FPA of Orange County,” Journal of Financial Planning, April. Dubchansky says, “We should have some heart for the people who really need to understand the basics: that income has to exceed expenses, that you have to have goals that you save for, and what’s the downside of using credit cards.”

Brooklyn Brock: “Eyeing Ownership: Nine Questions to Ask Before Buying a Firm,” Journal of Financial Planning, April. Brock says, “Succession planning hinges on three foundational areas: (1) open communication, (2) trust and respect, and (3) the succession timeline.”

Blaine Thiederman: “The FPA Community Weighs in on… Professional Mistakes and Learning,” Journal of Financial Planning, April. Thiederman says, “I should have started my CFP^® certification immediately after graduation and started at a large RIA right out of my bachelor’s. I also shouldn’t have gotten an MBA. Instead, getting my EA, CSLP, or CTP would have been more valuable. Lastly, I should have sought out someone’s advice, counsel, and expertise who’s a passionate expert from day one. Had I done this, I would already have a successful RIA at 30. I’m mildly successful at 30; not wildly.”

Jude Boudreaux, Jill Gianola: “Windfall Wizard,” AARP Bulletin, April. “The first thing to do is to take a deep breath. We often rush to make a decision, and quick choices can lead to regret,” says Boudreaux. Gianola says, “... from a purely financial point of view, you’re better off not paying off your mortgage, and investing and letting money grow.”

Clark Kendall: “How Much Do You Need To Save For Retirement To Buy An Annuity That Yields Enough Income For You?” Forbes, March 30. Kendall says, “The demand for placing annuities into retirement plans like 401(k) plans is coming from future retirees’ worries about volatility in the stock market. Many people want guaranteed income for the rest of their lives without the risks that come with investing in the stock market.”

Lauren Gadkowski Lindsay: “Raising Money-Smart Kids Safeguards Parents’ Retirement,” Rethinking65, March 28. Lindsay says, “During my 24 years as a financial planner, I have seen parents make choices that compromise their retirement or future financial goals. While it is challenging to tell clients how to parent, I believe that as advisors it is our job to advise in matters of money, since we have so much insight in to the relationship between money and family dynamics.”

Lazetta Rainey Braxton: “Preventing the Horrors of Dying Without a Will,” Next Avenue, March 21. Braxton says, “It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.”

Sue Stevens: “Buckingham Advisor Sue Stevens Recognized for Her Dreams of Wealth Book Series,” Buckingham Strategic Wealth, March 11. Stevens was a 2022 Independent Press Award Winner for her book series.

Michael Baughman: “9 Ways to Strengthen Social Security,” AARP, March 1. Baughman says, “Those who tend to distrust the government seem to have less faith that Social Security will be there for them in its current form.”

Dina Megretskaia: “Going to Law School When You DON’T Want to be a Lawyer,” New England Law Boston, no date. Megretskaia says, “I want to speak to an audience those articles seem to ignore: people who want to go to law school but not to become a lawyer.”