Media Recognition

Over the years, I’ve been quoted and featured in national and regional publications, including Forbes, Yahoo Finance, U.S. News, HuffPost, MSN Money, and Investment News, on topics ranging from retirement planning to everyday financial decisions. Below is a running list of where Focus Planning Group has appeared in the media, updated as new features come in.

2026

Should You Fire Your Parents’ Financial Advisor When They’re Gone?

Wealthtender | Article | 9-15-2025

How a Little-Known Tax Strategy Using QLACs Can Help Control RMDs

Wealthtender | Article | 7-31-2025

2022

12 Realistic Ways To Make Your First $1 Million

Yahoo Finance | Article | 8-4-2022

27 Ugly Truths About Retirement

Yahoo Finance | Article | 6-22-2022

2017

5 Reasons to Use Index Funds in Your Retirement Accounts

U.S. News | Article | 12-1-2017

How To Retire In 10 Years Or Less

Forbes | Article | 11-27-2017

5 Ways to Generate Different Sources of Income

Forbes | Article | 11-2-2017

I’m a financial planner — here are the 7 questions my richest clients ask

Business Insider | Article | 10-31-2017

Dangers of Rolling your 401(k) Over Too Early

Huffington Post | Article | 9-29-2017

Here’s how much you should have saved and how to catch up

CNBC | Article | 7-12-2017

8 financial choices you’ll regret in 5 years

USA Today | Article | 6-4-2017

8 Ways to Earn More Money In Retirement

Yahoo Finance | Article | 4-4-2017

9 Financial Advisors Share What Happens When You Don’t Save For Retirement

Forbes | Article | 1-27-2017

2016

Annuity illustrations aren’t always what they seem

CNBC | Article | 11-21-2016

Can you truly afford to help your kids with college?

CNBC | Article | 11-10-2016

6 Lies You Tell Yourself That Are Keeping You From Success

Business Insider | Article | 9-12-2016

6 Lies You Tell Yourself That Are Keeping You From Success

GoBankingRates | Article | 9-12-2016

6 Student Loan Mistakes to Avoid at All Costs

Huffington Post | Article | 8-22-2016

5 Ways to Royally Screw Up Your Retirement

Huffington Post | Article | 8-22-2016

5 Crucial Money Questions To Consider Before You Go Back To Grad School

Forbes | Article | 6-24-2016

The Benefits of Using a Proposed Timeline

Due | Article | 6-16-2016

3 Behaviors That Inevitably Lead to More Wealth

Huffington Post | Article | 6-7-2016

3 Utterly Obvious Ways to Build Wealth

Yahoo Finance | Article | 6-1-2016

12 Realistic Ways To Make Your First $1 Million

GoBankingRates | Article | 5-31-2016

2014

A 401k Fiduciary Dilemma: The Risk of Using Volatility to Define Risk

Fiduciary News | Article | 5-28-2014