IN THE MEDIA

We are committed to fostering financial well-being for individuals at all life stages, and a key approach we employ is disseminating our knowledge to others. We take pride in our featured presence in the following publications:

Retirement News

How Do You Adjust a Client's Retirement Plan for Major Life Changes?

July 22, 2024

Retirement News

USA TODAY

With interest rate cuts delayed, experts
offer tips on how to maximize your 401(k)

April 21, 2024 | By Medora Lee

USA TODAY

THE WALL STREET JOURNAL

How Much Social Security Will I Get?

October 20, 2023

wall street

MarketWatch

When the family money talk goes badly: One in four people regret having the conversation

November 10, 2023 | By Jessica Hall

Marketwatch

Bankrate

2024 stock market outlook: Keep your eyes on interest rates and inflation

January 11, 2024 | By James Royal, Ph.D.,

Bankrate

INVESTOR'S BUSINESS DAILY

How To Set Yourself Up To Boost Your Net Worth This Year

January 11, 2024 | By Adam Shell

INVESTOR'S BUSINESS DAILY

CNN underscored

What's the difference between ETFs and mutual funds?

Jan. 17, 2024

CNN underscored

Nasdaq

TradeTalks on Market Strategy & Portfolio Management

March 14, 2024

Nasdaq

Ramapo Wealth Advisors

Ramapo Wealth Advisors at Steward Partners Appoints Alejandro Tirso as Partner and Wealth Advisor

March 20, 2024

Ramapo Wealth Advisors

TheStreet

Rising Rates Make Annuities Shine: Top Benefits and Considerations

June 19, 2024 | By James G. Sahagian, CFP

TheStreet

IBM Switches to Cash Balance Pension Plan: What Does it Mean for Employees and Employers?

May 21, 2024 | By Alejandro Tirso, CFP

TheStreet

Financial Advisor

To Refi Or Not To Refi? Advisors Say It Depends

December 22, 2025

Financial Advisor