In the U.S. News & World Report article “What’s the Easiest Way to Repay $200,000 in Medical School Loans?” by journalist Maurie Backman, readers get a clear, practical look at how new doctors can manage, and eventually conquer, the heavy debt burden that often comes with medical school. The piece explores budgeting, repayment plans, refinancing...Read More

In a recent Women’s World article, “Half of Women over 50 Lose Sleep over Health Care Worries—Here’s How to Take Control,” journalist Carissa Mosness explores why medical costs, prescription expenses, and confusing health information leave so many women feeling anxious, and what practical steps they can take to regain confidence. The piece breaks down simple,...Read More

Hitting the $5 million mark in retirement savings is a milestone that many aspire to, but does it mean you can stop saving altogether? Journalist Gabrielle Olya explores whether this figure represents true financial freedom or simply another checkpoint on the journey to retirement readiness. The piece, featured in GoBankingRates, Nasdaq, Yahoo Finance, and AOL.com...Read More

Endowments and foundations are built to last longer than any one market cycle, board chair, or headline. That longevity does not happen by accident. It happens because a small group of people take their stewardship role seriously, ask plain-spoken questions, and make decisions that serve both today’s mission and tomorrow’s beneficiaries. Whether you serve on...Read More

In the article “5 Ways Financial Experts Would Use a $1 Million Windfall Right Now,” journalist Gabrielle Olya explores how top financial professionals would strategically allocate a sudden $1 million influx. The piece, featured in both YahooFinance and GoBankingRates, highlights smart, tax-efficient, and diversified approaches to making the most of unexpected wealth. Chief Investment Officer...Read More