Roger's Articles & Speaking Engagements
Articles & Speaking Engagements
“Retirement, A Scary Thought for Boomers“, BabyBoomers.com, December 3, 2018
“As Stock Market Fluctuates, It’s Important to Think Long Term“, Money, Inc., November, 2018
“Organizing Your Finances for Retirement“, Money, Inc., October 29, 2018
“Helping Clients Understand the RMD Rules for Retirement“, Think Advisor, February 5, 2018
“Don’t Underestimate the Importance of a Written Financial Plan“, Money, Inc., December 2017
“Charitable Giving and the IRS – What You Need to Know“, The Harvest Times, November 17, 2017
“RMDs: Required Minimum Distributions Class 101”, Money, Inc., October , 2017
“The Forgotten Key to Successful Wealth Management: Non-Investment Financial Management,” Money, Inc., July 11, 2017