Press Coverage and Publications


Indianapolis Star, July 27, 2008 - What are some of the new features in 401(k) plans being offered today?
To help you reach retirement security, Kathleen highlights automatic rebalancing, target retirement funds, and automatic savings increases.

Bankrate.com, July 14, 2008 - When to Terminate a Term Life Policy.
Term life insurance can provide significant coverage at a modest cost. Kathleen suggests a few reasons to keep or let go of a policy.

Los Angeles Times, May 11, 2008 - Money Makeover.
Jennifer helps a divorced mother decide if she can stay in her home by developing a budget and investigating the ramifications of refinancing.

Indianapolis Star, April 13, 2008 - If I buy a home, how much will the mortgage tax break help me?
Although it is helpful at tax time, Kathleen suggests the mortgage tax break is not as beneficial as some of its proponents suggest.

MSN Money, March 4, 2008 - Not Rich? You Still Need a Will.
You do need a will. Why and how to get it done, along with a quote from Jennifer.

Indianapolis Star, March 2, 2008 - Are Internet banks as safe as brick-and-mortar financial institutions?
Safety concerns are valid and checking on any bank is easy. Kathleen provides a quick solution for protecting your money against bank failures.

Investment News, February 25, 2008 - Writers' strike a wake-up call for L.A. advisers' clients.
With the strike over, Jennifer provides recommendations for recovering financial stability and planning ahead.

ABCNews.com, February 6, 2008 - Net Gains: Smart Plans for Your Rebate
Anticipating a check from the IRS? Jennifer suggests using it for key home repairs that can save you from costlier fix-ups in the future.

Investment News, November 12, 2007 - Planners are advising striking writers.
Jennifer’s entertainment industry expertise provides an insider’s approach to financial management during difficult times.

Indianapolis Star, November 9, 2007 - I need a ‘rainy day fund.’ How can I get started saving for it?
Whether for emergency expenses or unexpected household needs, a separate savings account is a savvy move. This column provides helpful information, including how much, where, and how to save.

DivineCaroline.com, October 2007 - Divorced Parents: Figuring Out the Finances.
With proper planning, divorcing parents can solve challenging current and future financial issues, such as education costs and child support.

DivineCaroline.com, October 2007 - When Your Child is Surrounded by Rich Kids – And You’re Not Rich.
How to turn the challenge of economic differences into a positive experience for the whole family.

DivineCaroline.com, October 2007 - You Want A Cell-Phone That Costs What? Kids and Gadgets.
Be careful: the expensive electronics craze can set your kids up for future financial problems.

Indianapolis Star, August 3, 2007 - My adjustable-rate mortgage is facing a sizable rate adjustment. What can I do?
Kathleen provides advice for understanding your ARM and how homeowners can cope.

Los Angeles Times, July 22, 2007 - Money Makeover.
Jennifer helps a couple in their 30s prepare to buy a home, save for college, and protect themselves as they look to the future.

Business Week, May 31, 2007 - Investing on the Cheap.
Tips for investors who want to keep costs low and invest wisely. Kathleen recommends credit unions for banking and loan needs.

Newsweek, April 15, 2007 - How to Make Money on Climate Change.
Jane Bryant Quinn looks at the many ways to invest in a changing world. Kathleen is quoted.

Indianapolis Star, April 13, 2007 - I'm Getting A Nice Raise This Year. What Should I Do With The Money?
Kathleen offers her suggestions for finding prosperity and inspiration among shelves full of financial books.

DivineCaroline.com, March 30, 2007 - Divorce: Cover Your Assets
Jennifer explores how an "equitable" divorce settlement may not seem as equitable years after the divorce.

Business Week, February 26, 2007 - Financial Pedigrees--Or Blarney?
Kathleen is quoted in this article about decoding the higher-quality credentials among the financial world’s many designations.

Indianapolis Star, January 5, 2007 - What Financial Advice Books Do You Recommend?
In this column, Kathleen provides a financial hierarchy for raises, refunds, or bonuses.

DivineCaroline.com, December 22, 2006 - How Wearing Leggings Is Like Planning for Retirement
Jennifer offers "Dos" and "Don'ts" for retirement planning at every age.

Indianapolis Star, October 1, 2006 - Is it a Good Idea to PrePay For My Funeral?
Kathleen describes the benefits and risk of funeral prepayments and offers better alternatives.

Investor's Business Daily, September 5, 2006
Some exchange-traded funds are acting more like actively managed accounts. Jennifer is quoted.

Indianapolis Star, July 2, 2006 - I have $2,500 to Spare. Should I Save it or Pay Down Credit Card Debt?
Ultimately, this question is about compound interest and Kathleen describes how to make compound interest work for you, rather than against you.

Indianapolis Star, March 6, 2006 - I have Disability and Life Insurance Through My Employer. How Do I Decide if I Need More Coverage?
Insuring your income in the event of death or disability should be a high priority for employees in their 30s, 40s, or 50s. Kathleen provides key pointers for checking your coverage at work.