Financial Planning

Think You Don’t Qualify for a Roth? Think Again!

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Roth Retirement Accounts:

As a financial advisor, I’ve spoken with a number of investors recently who are not funding Roth accounts. When I ask why not, they say they were under the impression that they don’t qualify. As Roth gets more attention and we hear more talk of Biden tax increases, I want to make sure everyone knows that there are more ways to fund a Roth than they think, and one may work for them.

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Should You Retire at Age 50? The Pros & Cons of Retiring Early

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview on
Retiring Early:

Most people in the US will retire at or around age 65. For some however, that day can’t come soon enough. Retiring at age 50 has become a popular goal for ambitious savers who want to embark on a second career or embrace an adventurous lifestyle. If you’re thinking about retiring at the age of 50, review these pros and cons to consider if you’re mentally and financially prepared for the coming decades.

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3 Options to Maximize the Impact of Our Charitable Giving at This Unique Moment

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Charitable Giving and the Tax Advantages We Can Realize:

Charitably inclined investors would be wise to take inventory of their giving goals, tax position, and investment gains sooner rather than later because some opportunities exist right now they may want to take advantage of. Here are 3 options to maximize the impact of charitable giving:

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5 Valuable Money Lessons From the Pandemic

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Lessons Learned From the Pandemic:

The past year has been unprecedented in its specific circumstances, but this won’t be the last time we go through a volatile market cycle. Lessons that can help clients go beyond the pandemic stem from very poignant lessons learned having lived through the past year. Below are 5 valuable money lessons learned from the pandemic:

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Worried About Higher Taxes Under Biden? How to Adjust Your Investment Strategy Now

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
How to Adjust Your Investment Strategy:

Investors are worried that capital gains taxes will increase under Biden for at least some investors. Currently, that is those making over $1 million but could very well expand to others as well. What can you do to prepare?

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Answer These 5 Questions to Spring Clean Your Finances

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
HSA Accounts:

It’s that time of year, and especially as the country starts to open back up and we may have visitors in our homes again to think about spring cleaning! I like to think about spring cleaning for your finances as well, and after the past year of ups and downs it is especially important to sit down and ask yourself these 5 questions:

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You Could Be Missing a Huge Opportunity in Your HSA

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
HSA Accounts:

As a financial planner, I see people make two main mistakes with HSA accounts and I see them frequently:

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How Should We React When the Markets Are Up?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

Talking Points / What Harry Abramhamsen is advising his clients:

1. People should be locking in their gains and proceed with caution especially if they are thinking about retiring.

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Financial Advice Is RARELY a One Size Fits All For Women

Available for Interviews: Melissa Myers.

Melissa Myers, CFP® is a comprehensive financial planner and co-founder of Kar-Mel Financial Planners, and the bestselling author of Going Rogue! Unconventional Financial Strategies for Women.

What Melissa Myers can say in an interview on
Why All Women Need to Hire a Financial Planner:

- Women, we need to ask good questions. Such as, “How does this apply to me?”
- Listen to the financial celebrities and consider how the advice they’re giving to millions of people actually applies to you, in your specific situation.

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