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MEMBERS IN THE MEDIA
Tessie Yuste (The Lubitz Group) and George Braddock (LTC Financial Partners) were featured in The Miami Herald's February 23, 2013, long-term care article, "Rates on the Rise"
Philip Herzberg (Ladenburg Thalmann) was featured in Sun-Sentinel February 11, 2013, article, “IRS Pursuing Tax Cheats Who Don’t Pay Their Legal Share”
May Cheung (The Enrichment Group) and Ellen Siegel (Ellen R. Siegel and Associates) were featured in The Miami Herald’s January 23, 2013, article, "Remodel Behavior"
Cathy Pareto (Cathy Pareto and Associates) was featured in Wall Street Journal January 8, 2013, article, “More Attention to 401(k)s Can Pay Off”
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored NASDAQ.com/Adivce IQ/FPAnet.org December 4, 2012, article, “Mastering Your Holiday Season Budget”
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored NASDAQ.com/FPAnet.org November 5, 2012, article, “Financial Planning for Launching a Small Business” (click here for the article).
Richard Gotterer (Wescott Financial Advisory) was featured in Wall Street Journal November 2, 2012, article, “Tax Breaks Under Fire” (click here for the article).
Jorge Padilla (Lubitz Financial) was featured in WealthManagement.com, October 24, 2012, article, “Tiene Usted Un Plan? (click here for the article).
Harold Evensky (Evensky Katz) was featured in Financial Advisor Magazine, October 24, 2012, article, “Evensky Takes on Active Managers; Offers New Research” (click here for the article).
Elaine King (Bessemer Trust) and Ana Cela Harris (Cela Advisors) were featured in October 18th Miami Today article, “Financial Advising and What Various Designations Mean.”
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored NASDAQ.com/FPAnet.org October 1, 2012, article, “Year-End Gift Tax Planning Essentials” (click here for the article).
Philip Herzberg was featured in Miami Herald September 29, 2012, article, “Miami Financial Planning Day to Offer Expert Advice – For Free.” (click here for the article).
Tessie Yuste (Lubitz Financial) was interviewed on WIOD 610 AM/WHIM 1080 AM/LIFE 90.9 FM, September 29, 2012, programs to discuss, “Miami Financial Planning Day.”
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) were interviewed on WLYF 101.5 FM September 16, 2012, program, “South Florida Spotlite” (click here to download and listen).
Richard Gotterer (Wescott Financial Advisory) was featured in Dow Jones Adviser September 11, 2012, article, “Estate Tax Insurance Under Threat” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org September 4, 2012, article, “The Financial Planning Balancing Act for Women” (click here for the article).
Cathy Pareto (Cathy Pareto and Associates), Tessie Yuste (Lubitz Financial), and Frank Armstrong (Investor Solutions) were featured in Miami Herald August 25, 2012, article, “One Last Shot to Save” (click here for the article).
Philip Herzberg (Ladenburg Thalmann) was featured in Wall Street Journal August 18, 2012, article, “Family Value: When Grown Kids Return Home” (click here for the article).
Ana Cela Harris (Cela Advisors) was featured in Bankrate.com August 17, 2012, article, “Marriage Vs. Living Together After 60” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org August 2, 2012, article, “Acing Financial Life Skills in Your 20s and 30s” (click here for the article).
Ellen Siegel (Ellen Siegel & Associates) was featured in Miami Herald July 20, 2012, article, “Reward Yourself With Freebies and You’ll Be Closer to Your Financial Goals” (click here for the article).
Harold Evensky (Evensky Katz) authored Journal of Financial Planning July 2012 article, “Withdrawal Rate Papers Break New Ground” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org July 3, 2012, article, “Your 2012 Mid-year Estate Tax Planning Guide” (click here for the article).
Brett Horowitz (Evensky Katz) was featured in Wall Street Journal July 1, 2012, article, “How to Boost Social Security Checks” (click here for the article).
Richard Gotterer (Wescott Financial Advisory) was featured in Financial Advisor Magazine July 2012 article, “A Golden Age” (click here for the article).
Linda Lubitz Boone (Lubitz Financial Group) and Joshua Mungavin (Evensky Katz) were featured in Allianz Global Investors June 20, 2012, article, “A Roadmap to Keep Clients on Track” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org June 4, 2012, article, “Conquering Financial Infidelity” (click here for the article).
Elaine King (Bessemer Trust) was featured in MSN.com May 30, 2012, video, “Divorcios Por Dinero” (click here for the video).
Frank Armstrong (Investor Solutions) authored Miami Herald Starting Gate Blog May 22, 2012, article, “Should You Borrow From Your 401K to Fund Business?” (click here for the article).
Cathy Pareto (Cathy Pareto and Associates) was featured in CNNMoney May 9, 2012, article, “Gay Marriage ‘Economic Inequities’ Fight Gets Obama Boost” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org May 7, 2012, article, “Financial Parenting For Young Adults” (click here for the article).
Jorge Padilla (Lubitz Financial) was featured in InvestmentNews April 29, 2012, article, “Grads Have Education But Lack Street Smarts, Advisers Say” (click here for the article).
Harold Evensky (Evensky Katz) was featured in Financial Advisor Magazine April 18, 2012, article, “New Choice May Preserve Portfolios, Lower Cash Reserve Needs” (click here for the article).
FPA of Miami-Dade was attributed in Bankrate.com/Yahoo!Finance April 9, 2012, article, “Financial Plans for Special-Needs Children” (click here for the article).
Elaine King (Bessemer Trust) was featured in Miami Herald April 7, 2012, article “Teaching Kids to Save” (click here for the article).
Elaine King (Bessemer Trust) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org April 2, 2012, article “Financial Matters Following a Loved One’s Death” (click here for the article).
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!
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