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Members in the News

 

Below are recent media interviews in which CPA Financial Planners, including PFS credential holders, have participated on various personal planning topics. Many of these interview opportunities have been brought to your community by the AICPA as part of its advocacy and outreach efforts to raise the brand awareness of CPA Financial Planners and the PFS credential. These interviews will be periodically updated, so please visit the site often to see the latest postings.

 

February 2008

 

Borrowing against retirement accounts on the rise

February 28, 2008

Article, St. Petersburg Times, Alison Painter

 

Homeownership perks pummeled by AMT

February 22, 2008

Article, Investor’s Business Daily, Jeff Schnepper

 

Pennies can add up to a lot of cash

February 18, 2008

Article, Poughkeepsie Journal, Keina Houser

 

Pick an advisor who suits your goals

February 11, 2008

Article, Investor’s Business Daily, PFS mention

 

Danger Ahead

February 11, 2008

Article, New Haven Register, Camille Murphy

 

Here are some constructive ways to spend the tax rebate – when you get it

February 2, 2008

Article, The Boston Globe, Michael Eisenberg

 

 

January 2008

 

Getting the most for your money; five valuable tax tips for 2007

January 31, 2008

Article, MarketWatch, Michael Eisenberg

 

Personal Finance: Ways to spend your government bonus check

January 30, 2008

Article, Reuters News, Michael Eisenberg

 

Weathering the economic storm 4th-quarter GDP

January 27, 2008

Article, Denver Post, Scott Sprinkle

 

Experts: Ride out volatile markets

January 26, 2008

Article, The Post Standard/Herald-Journal, Ted Sarenski

 

Fixing errant forms will cost $1 million

January 23, 2008

Article, San Angelo Standard-Times, Jerry Love

 

Women and Financial Planning Strategies

January 13, 2008

Article, Cox News Service, Michael Dixon

 

It’s a smart move to periodically rebalance your portfolio

January 13, 2008

Article, Fort Collins Coloradoan, James L. Watt

 

Getting the boss to plan for succession

January 4, 2008

Article, The Record, Martin Shenkman

 

Cross-Border Concerns in offering services as an investment adviser in the US

January 3, 2008

Article, Mondag Business Briefing, Michael Eisenberg

 

Margin tax will pack punch

January 2, 2008

Article, San Antonio Express – Houston Chronicle, Steven Bankler

 

Achieving financial peace of mind

January 1, 2008

Article, The Practical Accountant, Brooke A. Salvini

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