In the News

Participating in Another State’s 529 Plan – NJMoneyHelp.com, October 3, 2017
Saving in Out-of-State 529 Plan - Biz Brain, August 1, 2017
Helping Young Adult with First 401(k) – NJMoneyHelp.com, July 17, 2017
Tax-Smart Withdrawals in Retirement - Ask NJMoneyHelp.com, June 16, 2017
How to Set a Retirement Budget - NJMoneyHelp.com, April 21, 2017
How to Choose a Low-Cost Broker - NJMoneyHelp.com, March 7, 2017
Ideas to Reduce Living Expenses – NJMoneyHelp.com, December 19, 2016
Choosing the Right Life Insurance - NJMoneyHelp.com, October 4, 2016
Interest Rates and Car Loans – NJMoneyHelp.com, August, 29, 2016
Credit Cards for College Students – NJMoneyHelp.com, July 26, 2016
What to do with that old 401(k) – NJMoneyHelp.com, May 25, 2016
Dollar Cost Averaging – NJMoneyHelp.com, March 10, 2016
Trading in Those Old EE Bonds – NJMoneyHelp.com, January 29, 2016
Deciding on Renting or Selling a Vacation Home – NJMoneyHelp.com, December 23, 2015
Is Alternative Investing Right for You – NJMoneyHelp.com, November 18, 2015
Seeing (and Feeling) Things from the Client’s Point of View – Financial Advisor IQ, November 13, 2015
Balancing College and Retirement Planning - NJMoneyHelp.com, October 21, 2015
Leaving a Roth IRA to an Heir - NJMoneyHelp.com, October 5, 2015
Roth IRA or Traditional IRA Contributions – NJMoneyHelp.com, September 16, 2015
Insurance for a Pool – NJMoneyHelp.com, June 15, 2015
Social Security Claiming Strategies – NJMoneyHelp.com, May 28, 2015
Roth IRA versus Traditional IRA? – NJMoneyHelp.com, May 8, 2015
What Job Loss Means to Retirement, Debt, Emergency Savings – NJMoneyHelp.com, April 30, 2105
What to do with a Tax Refund? – NJMoneyHelp.com, April 16, 2015
Affording a Larger Home while Saving for College - NJMoneyHelp.com, February 12, 2015
Juggling 529 Plans for Three Kids – NJMoneyHelp.com, January 9, 2015
Get With The Plan - Star Ledger, May 11, 2014
Ask the Biz Brain - Star Ledger, April 2, 2014
How to Choose a Financial Planner – The Star Ledger Inside Jersey, November 14, 2013
Financial Crisis Made Investors More Wary - Zimbio.com, August 23, 2013
Ask the Biz Brain - Star Ledger, May 22, 2013
Ask the Biz Brain - Star Ledger, April 22, 2013
Ask the Biz Brain - Star Ledger, March 3, 2013
Get With the Plan – Star Ledger, September 18, 2011
Biggest Investor Mistakes: iPonzi, Anyone? Bloomberg.com, September 13, 2011
Ask the Biz Brain – Star Ledger, September 12, 2011
Ask the Biz Brain – Star Ledger, September 4, 2011
Ask the Biz Brain - Star Ledger, June 26, 2011
Ask the Biz Brain - Star Ledger, February 28, 2011
Retirement Looms - Business Week, January 10, 2011
Ask the Biz Brain - Star Ledger, September 12, 2010
Ask the Biz Brain - Star Ledger, September 6, 2010
Ask the Biz Brain – Star Ledger, March 1, 2010
The Flight from Risk – Business Week, September 10, 2009
Get with the Plan – Star Ledger, September 6, 2009
Ask the Biz Brain – Star Ledger, June 9, 2009
Ask the Biz Brain – Star Ledger, December 18, 2008
Get a Clue About: Market Timing – Star Ledger, November 14, 2008
Summer Sanity: Don't leave a wallet starving, pack your own food – Star Ledger, July 16, 2008
Ask the Biz Brain – Star Ledger, March 12, 2008
Brady’s Ankle Will not Sideline Super Bowl Star - Mainstreet.com, January 28, 2008
Get a Clue about College Savings Plans - Star Ledger, October 12, 2007
Ask the Biz Brain - Star Ledger, October 10, 2007
Ask the Biz Brain - Star Ledger, August 1, 2007
Personal Finance Certificate Program - Rothman Ink, Summer 2007
So You Need a Financial Planner - Business Week, June 24, 2007
A Lesson in Education Tax Breaks - Star Leger, February 21, 2007
Middle Class Vulnerable to Misguided Tax Status - Star Ledger, December 24, 2006
Growing from Piggy Banks to Retirement Savings - NJBiz.com, August 7, 2006
Ask the Biz Brain - Star Ledger, August 1, 2006
Ask the Biz Brain - Star Ledger, July 26, 2006
Discover Business Teen Camp - Daily Record, July 22, 2006
Ask the Biz Brain - Star Ledger, April 28, 2006
Ask the Biz Brain - Star Ledger, April 7, 2006
Ask the Biz Brain - Star Ledger, January 13, 2006
Welcome to the Heart of Financial Planning - Financial Planning Association, January 2006
Discover Business Teen Camp - Rothman Ink, Summer 2005
The Big Payoff - Kiplinger's Personal Finance Magazine, August 2005
Ask the Biz Brain - Star Ledger, May 25, 2005
Tweaks would Smooth the Road to Retirement - Star Ledger, May 1, 2005
Broker or Adviser? - Business Week, April 11, 2005
The Pros and Cons of 529 Plans - Bisk Audio Financial Planning Report, March 2005
Avoiding Unnecessary Insurance Policies - Dow Jones Newswires, March 14, 2005
Don't Get Caught - Star Ledger, March 6, 2005
The Efficient Planner - The NAPFA Advisor, February 2005
Ask The Biz Brain - Star Ledger, February 15, 2005
Save or Pay off Debt? - Kiplinger's Personal Finance Magazine, February 2005
The Great Debate on Tuition-Savings Plans - Star Ledger, December 1, 2004
Financially Independent -- and Married - Ladies' Home Journal, October 2004
Planning for Baby - First comes Money - Daily Record, September 23, 2004
Get with the Plan - Star Ledger, September 12, 2004
Mortgage Payoff attracts Heated Debate - TheStreet.com, August 2004
Summer 2004 Discover Business Teen Camp - Rothman Ink, Summer 2004
Ask The Biz Brain - Star Ledger, August 26, 2004
FPANJ Member Recognition - FPANJ Newsletter, Summer 2004
Fountain of Youth - Investment Advisor Magazine, June 2004
Ask The Biz Brain - Star Ledger, May 16, 2004
Ask The Biz Brain - Star Ledger, April 29, 2004
Ask The Biz Brain - Star Ledger, February 27, 2004
Ask The Biz Brain - Star Ledger, January 11, 2004
Portfolio could use 2nd opinion - Daily Record, December 28, 2003
Index Funds to consider now - Star Ledger, November 2003
Scandals sow 'seed of doubt' in funds - The Record, November 7, 2003
Getting Schooled - Smart Money Magazine, July 30, 2003
It's Time For a Checkup - Newsweek Inc, April 2002
10 Things your Financial Planner Won't Tell You - Smart Money.com, December 2001
Calling All Female Entrepreneurs - Rothman Ink, Autumn 2001
Levin and Aznar speak at November Forum Series - Rothman Ink, Autumn 2001
X Marks the Spot - Investment Advisor Magazine, October 2001
It's Never too Early to Invest - Daily Record, February 13, 2000
AFA's favorite Vanguard Funds - Daily Record, November 26, 2000
AFA's picks for Taxable Bond Funds - Daily Record, September 3, 2000
AFA's picks for Large Cap Value Funds - Daily Record, August 20, 2000

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