Pay it forward financial planning in the media

We’re honored to be featured in respected financial publications and media outlets. Explore articles where we’ve shared our thoughts on purchasing a home, analyzing your benefits during open enrollment, and how stagflation impacts you.

How to Leverage Employer Benefits for Financial Wellness

(Sept 2025)

I shared insights on evaluating health insurance options and maximizing retirement accounts.

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Deciding Between Renting and Buying in 2025?

(Sept 2025)

I emphasize how homeownership often carries a hidden cost and how the decision between renting and buying is deeply personal.

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