Media

Press Mentions

3 Ways to Ruin Your Investing Strategy – U.S. News and World Reports / September 8, 2017

What you should know about retiring in a foreign country – CBS News / July 31, 2017

How to switch careers and still reach your retirement goals – CNBC / June 17, 2017

Relocating for Retirement? 5 Factors to Consider – The Fiscal Times / April 26, 2017

10 Questions Financial Planners Wish You’d Ask – U.S. News and World Reports / April 25, 2017

Get ‘em in the door when they are young – Financial Planning / April 13, 2017

7 Money Rules Freelancers Should Live By – Magnify Money / March 23, 2017

How to Use Your Health Savings Account (HSA) as a Retirement Tool – Magnify Money / March 17, 2017

How Millennials Can Avoid Working Until Age 75 – Investopedia / February 11, 2017

5 Ways To Start Married Life With Extra Cash – Forbes / October 31, 2016

6 Steps To Make The Most Of Your Money Before 30 – Prosper and Thrive by Santander Bank

Pay Up! How Renters With Roommates Should Divvy Up Expenses – Trulia’s Blog / October 31, 2016

How Do Secured Credit Cards Work? – MyBankTracker / October 6, 2016

Holistic financial planning benefits clients, advisors – Mass Mutual

Watch out, more workers want company stock – CNBC / September 17, 2016

Six Common Mistakes People Make With Their Student Loans – The Wall Street Journal / September 11, 2016

Origin Stories, Part 3: ‘I Decided to try planning myself’ – Financial Advisor IQ / August 26, 2016

Ask Brianna: Do I Really Need a Budget in My 20s? – Associated Press / August 16, 2016

401(k) for Foreign Nationals: What to Do as a Permanent Resident or Visa Holder – Captain401 / August 4, 2016

37 tips to save on travel from the experts – Bald Thoughts / August 4, 2016

Financial advisers’ secrets for starting and keeping an emergency fund – Bankrate / June 21, 2016

Millennials challenged by funding modern retirement – CNBC / June 15, 2016

Keep The Financial Sun Shining On Your Clients – InsuranceNewsNet.com / May 31, 2016

To Lock In Better Deals, Advisors Negotiate With Their Vendors – Investor’s Business Daily / May 20, 2016

Here’s How to Give Graduates Stock as a Gift – Money / May 19, 2016

Give Your Graduate Cash—a Lifetime of It – Bloomberg / May 18, 2016

Seven Financial Secrets for New Moms – Mass Mutual / May 2016

30 Things I Learned from My Mother – Debt Free After Three / May 8, 2016

The Real-Life Advice Financial Planners Give Their Clients About Student Debt – Student Loan Hero / April 6, 2016

Can Socially Responsible Investing Add Meaning to Your Money? – The Simple Dollar / April 8, 2016

10 Ways to Trick Yourself Into Saving Money – The Simple Dollar / January 29, 2016

39 of the Best Financial Tips to Start the New Year – Debt Roundup / December 29, 2015

What top advisers read in 2015 – Investment News / December 18, 2015

12 Top Scams Affecting Your Pocketbook – GOBankingRates / November 25, 2015

Worried you’ll outlive assets? Consider a longevity annuity – CNBC / November 10, 2015

To Serve Clients From Afar, Advisors Use Video – Investor’s Business Daily / October 23, 2015

Unscrambling your nest egg – Washingtonian / November 2015

Talking about debt doesn’t have to be a mood-killer – The Washington Post / July 23, 2015

6 Common Money Mistakes Newlyweds Need to Avoid – Kiplinger / July 2, 2015

Emerging Markets Labor Under Third-World Misconception – ThinkAdvisor / May 26, 2015

When investing in emerging-markets economies, stock picking beats indexed exposure – InvestmentNews / May 24, 2015

Americans working abroad face unexpected financial issues – CNBC / May 21, 2015

Entrepreneurial Evolution: A Generational Change for the Financial Advisory Business – Asset Under Management / May 18, 2015

Morningstar is ready to move beyond the style box – InvestmentNews / April 27, 2015

5 Ways To Prevent Your 70-Year-Old Self From Hating You – Forbes / April 22, 2015

Millennials Passive When Picking Investments – WealthManagement.com / April 7, 2015

I’ve saved $4,000! Awesome. Now what do I do? – Ask Yahoo Finance / January 13, 2015

5 ways to maximize retirement savings in your 20s and 30s – YAHOO! Finance / January 7, 2015

As alternatives go mainstream, investors scratch their heads – CNBC / January 5, 2015

Keep The Money In The Family: Refinance A Student Loan With A Wealthy Relative – Forbes / December 10, 2014

Leadership Arlington 40 under 40 Award (In Print) – Arlington Sun Gazette / November 20, 2014

Despite improving economy, lagging wage growth leaves Americans feeling stuck – YAHOO! Finance / November 12, 2014

Cheap Money, Emerging Markets – Financial Advisor Magazine / November 3, 2014

Money Makeover: 30 Years Old, and Already Falling Behind – Money Magazine / November 2014

Inaugural crop of Arlington ‘40 Under 40’ recipients named – Inside Nova / October 13, 2014

Ask an Advisor: Should I Combine Retirement Accounts from Past Employers? – Women & Money Magazine / September 15, 2014

Is Monthly Billing the Key to Young Clients’ Hearts? – Financial Advisor IQ / June 26, 2014

Alternative Mutual Funds Draw Concerns – The Wall Street Journal / May 1, 2014

YOUR PRACTICE-The rise and rise of the virtual financial adviser – Reuters / March 7, 2014

Advisers Must Understand Millennials To Attract Them – Investor’s Business Daily / July 26, 2013

Watch or Listen

Celebrate Failures – Life, Money, and Globetrotting / August 26, 2016

Create a Sense of Home – Life, Money, and Globetrotting / July 7, 2016

Be Flexible – Life, Money, and Globetrotting / June 16, 2016

Habits – Life, Money, and Globetrotting / May 19, 2016

Life Coaching vs. Financial Planning – Life, Money, and Globetrotting / April 27, 2016

How to live globally with Hui-chin Chen – Adulting.tv / March 31, 2016

Planning your finances with your partner – Hui-chin Chen, Taiwan – Tandem Nomads / February 24, 2016

7 Principles for Planning around Income Fluctuation – AAFSW / February 20, 2016

Introducing Pavlov Financial Planning – Podcast Village / June 12, 2015

Investment strategies from former Hedge Fund Analyst & CFA Marcio Silveira – The Marcast / May 8, 2015

Read

3 Ways to Drive Your Clients to Take Action – XY Planning Network Blog / July 28, 2016

Home-Country Bias in Investing – Arlington Chamber of Commerce Blog / April 8, 2015

Retirement Savings for Young Professionals – Arlington Chamber of Commerce Blog / January 28, 2015

Am I On Track to Retire – Arlington Chamber of Commerce Blog / November 26, 2014

Bitcoin 101 – Arlington Chamber of Commerce Blog / July 28, 2014

Angel Investors, Venture Capitalists and the Funding of Start-up Companies – Arlington Chamber of Commerce Blog / January 29, 2014

Financial planning for business owners: From start-up to exit – Arlington Chamber of Commerce Blog / May 9, 2013

Retirement Planning for Accompanying Spouses – Working for a U.S. Employer – Part II – Global Link AAFSW Newsletter / February 2015

Retirement Planning for Locally-Employed Accompanying Spouses – Part II – Global Link AAFSW Newsletter / November 2014

Retirement Planning for Locally-Employed Accompanying Spouses – Part I – Global Link AAFSW Newsletter / October 9, 2014

Retirement Planning for Trailing Spouses – Self-employed Accompanying Spouses – Global Link AAFSW Newsletter / September 12, 2014

Planning Two Retirements on One Income – Global Link AAFSW Newsletter / July 3, 2014