Media Coverage
Millennial Money: Curb inflation with 5 credit card perks
June 7, 2022
By MELISSA LAMBARENA of NerdWallet
Your credit card may hold some valuable money-saving features or benefits, whether your goal is to pay off debt or save on costs.
As prices on goods and services continue to rise because of inflation, scaling back expenses isn’t the only way to free up cash to cover essentials.
Credit cards can feature valuable perks for new applicants, whether your goal is to pay off debt or save on costs. Even if you already have a card, you may be sitting on targeted offers, rewards or benefits that could make a difference.
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Financial Advisers Aren’t Sold on Crypto
March 25, 2022
By Paul Vigna
Financial adviser representative Melissa Anne Cox of Fetterman Investments in Dallas has taken the time to educate herself about crypto so that she can talk to her clients about it. She has advised some younger clients about the mechanics of acquiring crypto.
Like many advisers, she said, Fetterman is transitioning into the next generation of investors, so it is important to understand new options. But her firm hasn’t changed its rules against buying crypto, and she isn’t comfortable putting her clients—most of whom are older—into such a high-risk investment anyway.
“I like to educate people on what cryptocurrencies are,” she said. But that is as far as it goes. “I don’t personally purchase crypto for my clients. That’s just where I am right now.”
Read on WSJ.com or here.
Registered Nurse’s Guide to Retirement
November 29, 2021
Reviewed by Shrilekha Deshaies, MSN, RN, CCRN
Melissa Ann Cox, a family-oriented financial planner, reminds RNs that "the amount of the benefit is based on a myriad of factors including the employee’s age, years of service, and salary while employed." As a rule, nurses should always include other kinds of investments or sources of income in their retirement planning
A No-Brainer Planning Tool for Clients Starting a Family
RIA Intel - David Sterman August 16, 2021
Advisors and clients could use disability insurance for more reasons than they might realize.
Re-examining Your Four-Year Education Options—and How to Finance Them
Millie Magazine - Katerina Ang July 21, 2021
For more than half a century, a college education has been perceived as the key to the good life in the United States. But as the number of Americans with undergraduate degrees increased, so did the costs—and exponentially so
10 pieces of advice financial planners give to new parents who don't know where to start
Business Insider - Ashley Abramson Dec 13, 2019
Becoming a parent comes with a lot of responsibilities, and financial obligations are no exception — from budgeting for everyday needs to forward-thinking about investing in your child's future.
To make sure you stay on track with money while taking care of your little ones, you might want to involve an expert: a financial planner who can look at the big picture of your finances and offer strategies and suggestions for your family.
PRICE OVER PRESTIGE: WHY SOME STUDENTS ARE NIXING ESTEEMED UNIVERSITIES FOR COMMUNITY COLLEGES
Parentology -Joe Thompson October 28, 2019
Why Some Students are Nixing Esteemed Universities for Community Colleges.