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MEMBERS IN THE MEDIA

Charles Sachs (Private Wealth Counsel) and Jorge Padilla (Lubitz Financial Group) were featured in the November 24, 2014, CNBC.com article, "When It Comes to 401(k) Investing, Choose Wisely.

Jorge Padilla (Lubitz Financial Group) was featured in the November 3, 2014, CNBC.com article, "After You're Gone: Parents of Special Needs Kids Bank on Trusts."

Charles Sachs (Private Wealth Counsel) authored the November 2014, LetsMakeaPlan.org article, "Estate Plans 101: What They Are and Why We Need Them."

Philip Herzberg was featured in the October 27, 2014, Financial Advisor article, "Florida FPA Supports Financial Planner Licensing."

Linda Lubitz Boone (Lubitz Financial Group) was featured in the October 27, 2014, Think Advisor article, "The New Retirement Dream: Relocation."

Harold Evensky (Evensky Katz / Foldes Financial) was featured in the October 22, 2014, New York Times article, "Making Sure Retirement Savings Don't Run Out."

Elaine King (WE Family Offices) authored the October 2014, LetsMakeaPlan.org article, "Getting Through a Divorce: A Financial Roadmap."

Philip Herzberg authored the October 2014, Journal of Financial Planning column, "Timely Tax and Estate Strategies for Retirement Plans."

Stephen Wright (The Enrichment Group) was featured in the August 23, 2014, Miami Herald article "Inherit?  Invest." 

Jerad Waggy (Firestone Capital Management) was quoted in the July 12, 2014, Miami Herald article "Cents & Sensibility."

Elaine King (WE Family Offices) authored the June 18, 2014, LetsMakeaPlan.org article on "Four Elements to Healthy Finances."

Philip Herzberg (United Capital) authored the June 2014, Journal of Financial Planning column on "Promoting Philanthropic Giving in Current Estate Plans."

Kathie Day (Enrichment Group) was featured in the May 31, 2013, Miami Herald article on "When Husband Dies, Widow Must Deal with Grief and Finances."

Dr. Helen Simon (FIU) was featured in the March 13, 2014, Chicago Tribune article “How Do Investing Habits Change as Retirement Nears?”

Brett Horowitz (Evensky Katz) was featured in the March 11, 2014, Marketwatch article “Rethink Your Emergency Savings Strategy.”

Brett Horowitz (Evensky Katz) was featured in the March 3, 2014, Wall Street Journal article “Go-Anywhere Bond Funds.”

Vielka Burey-Jacas (Women’s Financial Advisory Group) and Charles Bennett Sachs (Private Wealth Counsel) were featured in the February 28, 2014, Miami Herald article on "Financial Advice for Divorce." 

Vielka Burey-Jacas (Women’s Financial Advisory Group) was interviewed by CNBC.com for the February 20, 2014, article on “Low-cost IRA Alternatives to President Obama’s myRA.”

Frank Armstrong (Investor Solutions) was featured in the February 4, 2014, Miami Herald article on “Tips on Caring for Your Aging Parents.”

Philip Herzberg (Ladenberg Thalmann) wrote an article on “Successful Estate Planning for Blended Families” for the February 2014 issue of the Journal of Financial Planning

Vielka Burey-Jacas (Women’s Financial Advisory Group) was interviewed by Univision on January 14, 2014, on “¿Cómo puede una mujer tomar control de sus finanzas?”

Stephen O. Wright (The Enrichment Group) was featured in WSVN Channel 7's December 2, 2013, interview "Holiday Charging Dangers."

Stephen O. Wright (The Enrichment Group) was interviewed for the CNBC.com November 24, 2013, article on "How to Handle Sudden Wealth."

Philip Herzberg was featured in The Sun-Sentinel's October 11, 2013, article Volunteers to Offer Free Financial Planning Help.

Stephen Wright (The Enrichment Group) was featured in the WSVN Channel 7’s October 7, 2013, interview Costly Senior Year.

Philip Herzberg was featured in The Journal of Financial Planning’s October 2013, article Proactive Strategies for Mitigating the Medicare Surtax.

Cathy Pareto (Cathy Pareto & Associates) was featured in the Miami Herald’s September 28, 2013, article Disability Insurance Is a Wise Investment.

Joshua Mungavin (Evensky Katz) was featured in Money Magazine's September 4, 2013, article on "A Rx for Retirement: HSAs." 

Debra Gauthier (Wells Fargo) was featured in the Miami Herald's August 17, 2013, article on "Do I Need a Trust?"  

Philip Herzberg (Ladenberg Thalmann) was featured in the Journal of Financial Planning's July 2013, article "Permanent Portability Offers New Opportunities.

Ashley O'Kurley (John Hancock Financial), Ellen Siegel (Ellen R. Siegel & Associates), and Austin Frye (Frye Financial Group) were featured in Miami Herald's July 6, 2013, article on "Student Loan Debt Teaches Personal Finance to Graduates.

Jorge Padilla (Lubitz Financial Group) was featured in Time Magazine's June 7, 2013, article on "What Retirement Crisis? American Retirees Say They're Doing Just Fine, Thank You Very Much." 

Jorge Padilla (Lubitz Financial), Brett Horowitz (Evensky & Katz), and May Cheung (The Enrichment Group) were featured in The Miami Herald's June 1, 2013, article on "Rent vs. Buy."

Chapter members – please send items for the “ABOUT OUR MEMBERS” section of our website to Amy Miller, at info@fpamiamidade.org. We want to share your news!