In The News

The following are links to articles in which Jeremy Portnoff, MSFS, CFP^®, has been quoted:  

• Donating retirement assets to charities (MarketWatch) 1/8/2013
• 10 Money Challenges Everyone Should Try (Mainstret) 03/16/2012
• Five Money Tips for Every College Freshman (Wall Street Journal) 8/21/2011
• Weighing Means-Testing For Social Security (Dow Jones Adviser) 7/28/2011
• Roth-to-IRA Reversal Opens Up Options (Wall Street Journal) 10/26/2010
• The Game Plan (Wall Street Journal) 9/20/2010
• The 10 Biggest Sources of Retirement Income (U.S. News & World Report) 5/10/2010
• 6 Reasons More Americans are Delaying Retirement (U.S. News & World Report) 5/7/2010
• Should You Buy or Rent? (Kiplinger's Personal Finance) 4/2010
• Good, Better, Best (Financial Planning Magazine) 1/1/2010
• For young couples, renting may be a better option (InvestmentNews) 7/22/09
• VUL Slides with Market (Financial Advisor Magazine) 05/27/09
• Can Credit Scores Be Raised In Recession? (LifeWhile) 3/3/2009
• How to survive (and thrive) in today's economy (The Courier-Post) 2/19/2009
• Credit-Score Pitfalls of the Wealthy (The Wall Street Journal) 2/17/2009
• Income planners take note: Madoff a cautionary take (National Underwriter)- 1/28/2009
• Tax Pain Today May Yield Gains Later for Roth IRA Conversions (Bloomberg ) 12/29/2008
• No Shortage on Theories On Taking RMD's (National Underwriter) 12/01/2008
• Make RMD's Work To Your Benefit (National Underwriter) 11/03/2008
• Plans to ease withdrawal rules draw criticism (InvestmentNews) 10/19/2008
• Advisors Divided Over Value Of Retirement Annuity Laddering (National Underwriter) 9/08/2008
• Financial Q&A: Why Creditors are Watching All of Your Accounts (The Christian Science Monitor) 9/08/2008
• Retirement Words You Need to Know (BusinessWeek) 7/10/2008
• Sky-high gas prices driving advisers to take new roads (InvestmentNews) 6/09/2008
• Financial Q&A: Is The Time Ripe for Roth IRA Conversions? (The Christian Science Monitor) 5/30/2008
• DebtSmart Email Newsletter- MORE: Lower Interest Rate Success Story 4/16/2008
• DebtSmart Email Newsletter- Lower Interest Rate Success Story 4/02/2008
• 6 smart 401(k) moves for rough times (MSN Money) 4/01/2008
• So What's Next? (Advance for Imaging and Radiation Therapy Professionals) 3/24/2008
• Clemens Testifies to Congress (MainStreet.com) 2/14/2008
• Taking on the Real World (Advance for Imaging and Radiation Therapy Professionals) 9/24/2007
• The Star Ledger- Ask the Biz Brain 9/14/2007
• Setting -- and Achieving -- Financial Goals (BusinessWeek) 9/04/2007
• Six Ways to Learn from Your Peers (AdvisorMax) 9/03/2007
• Tales From the Trenches, Part I (Morningstar) 7/19/2007
• Will Sub-prime Woes Roil Boomers' Financial Plans? (National Underwriter) 7/16/2007
• Plans Can Prevent Wedding-Bell Blues (Investors Business Daily 5/18/2007
• To appeal or not to appeal (InvestmentNews) 5/14/2007
• Variable universal life — Are boomer benefits worth the risk? (Boomer Market Advisor) 5/01/2007
• De-cluttering your finances (Bankrate.com) 5/01/2007
• Wave of Retiring Boomers Won't Roil Markets (National Underwriter) 4/16/2007