News Articles

Financial Articles I have written or been quoted in.

The articles and interviews below cover a variety of topics from being interviewed on several podcasts to writing articles and providing comments for financial publications such as Kiplinger's. I have focused on military financial topics answering questions about things such as the blended retirement system, the thrift savings plan, survivor benefit plan, investing, and other military financial topics. I have enjoyed educating the general public through these articles and interviews and hope to continue educating the larger military and veteran community about military financial considerations.

Quoted in Marketwatch

February 8, 2020 Quotes

‘Should I buy Tesla stock?’ Financial advisers offer rookie investors tips, but suggest proceeding with caution.

The Equifax Hack

October 25, 2019 Quotes

I have been contacted by several clients asking Are they effected? What is the threat? and What to do? This hopefully answers some of your questions and gives you a path for the way forward.

Are you a Real Estate Professional?

October 25, 2019 Quotes

It does not matter if you are a bookkeeper, Enrolled Agent, CPA, Attorney or an employee of the IRS the tax code is daunting and easy to misinterpret. Even if you understand it the application of the regulation presents a further complication.

Avoid These Top Retirement Planning Mistakes, Straight From Financial Planners Who've Seen Them

October 25, 2019 Quotes

Watching the sunset on the beach every day. Doing a cross-country road trip whenever you feel like it. Finally devoting time to that hobby you’ve been dreaming of turning into your full-time gig.

Forgotten depreciation deduction a major tax issue

October 25, 2019 Quotes

Real estate investing provides many tax benefits, and depreciation is one of the biggest. It’s also one of the more misunderstood.

Seven Common Retirement Mistakes Seen by Financial Planners

October 25, 2019 Quotes

If you’re like a lot of folks, one or all of these are something you want to do in retirement someday. And to help turn these visions into reality, you’re probably contributing to a 401(k) or IRA, hoping that compound growth will help you build a nest egg sizable enough to make those dreams come true.

Depreciation's Tax Break Has Consequences for Real Estate Investors

October 25, 2019 Quotes

Property owners may love the tax deduction now, but when they sell, the IRS may come knocking for what is due through "depreciation recapture." Here's how that works.