Quoted for Expertise in College Funding and Money Management Topics
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| Media Quotes & Interviews |
Listed below are various national publications we have been quoted in or interviewed for due to our
expert opinion. This does not include speaking appearances for other national and local organizations.
The speaking appearance include:
We have separated the articles by College or Investment topics. As you will see we are requested
frequently to comment on college funding topics. That is a niche market we service and are experts in.
By no means does it reduce our expertise in Retirement Planning, Financial Planning or Investment
Management.
expert opinion. This does not include speaking appearances for other national and local organizations.
The speaking appearance include:
- American Association of Individual Investors (AAII)
- National Association of Personal Financial Advisor (NAPFA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Institute of Management Accounts (IMA)
- National Institute of Certified College Planners (NICCP)
- Money Matters with Mary Caraccioli (Comcast TV Program)
We have separated the articles by College or Investment topics. As you will see we are requested
frequently to comment on college funding topics. That is a niche market we service and are experts in.
By no means does it reduce our expertise in Retirement Planning, Financial Planning or Investment
Management.
Wall Street Journal 2/2/2011 Topic: Financial Planning
Estate Planning Issues for Second Marriages
http://blogs.wsj.com/financial-adviser/2011/02/02/voices-fred-amrein-on-estate-planning-for-the-twice-married/
Investment Advisor 8/1/2010 Topic: College Funding
Spend Wisely and Lower Expectations
http://www.investmentadvisor.com/Issues/2010/August-2010/Pages/Spend-Wisely-and-Lower-Your-Expectations.aspx
BusinessWeek 7/22/2010 Topic: College Funding
Financing Training for Career Changes
http://www.businessweek.com/investor/content/jul2010/pi20100722_993390.htm
Researchmag.com 6/8/2010 Topic: Investing
Eight Common Retirement Budget Busters
http://www.researchmag.com/Exclusives/2010/Pages/Eight-Common-RetirementBudget-Busters-and-How-to-Help-
Clients-Avoid-Them.aspx
Financial Advisor Magazine 6/7/2010 Topic: College Funding
The Tuition Test
A wrong decision on paying for college can cost you in taxes or lost aid.
Taken from August 2005 issue
http://www.investmentnews.com/article/20100228/REG/302289979
The Wall Street Journal 4/6/2010 Topic: College Funding
Fight for Financial Aid the Smart Way
http://blogs.wsj.com/financial-adviser/2010/04/06/fight-for-financial-aid-the-smart-way/
Investment News 2/28/2010 Topic: Investing
The Leading News Source for Financial Advisers
Mixing friends, family with business is a danger
http://www.investmentnews.com/article/20100228/REG/302289979
Career Journal 2/20/2010 Topic: College Funding
The False Security of Prepaying Tuition
http://online.wsj.com/article/SB10001424052748704804204575069223429319154.html
Money Magazine 11/8/2009 Topic: College Funding
Help your child manage credit
http://money.cnn.com/magazines/moneymag/moneymag_archive/2009/10/01/105855724/index.htm
Financial Planning Magazine 10/1/2009 Topic: Investing
Better than Nothing
http://www.financial-planning.com/fp_issues/2009_10/better-than-nothing-2663984-1.html?
zkPrintable=1&nopagination=1
Fidelity Investor’s Publication 8/25/09 Topic: College Funding
An Education in 529 College Saving Plans
What to Consider
http://publications.fidelity.com/investorsWeekly/application/loadArticle?pagename=IW0908collegesavings
Financial Advisor Magazine 2/1/2009 Topic: College Funding
College Savers in Retreat
http://www.fa-mag.com/component/content/article/1-features/4272-college-savers-in-retreat.html?
tmpl=component&print=1&page=
Bloomberg Businessweek 2/11/2009 Topic: Investing
A Changed World for Financial Advisers
http://www.businessweek.com/investor/content/feb2009/pi20090210_191817.htm
Fortune Magazine 12/16/2008 Topic: College Funding
College fund blues
The market has ravaged 529 savings plans. Here’s how to get back on track.
http://money.cnn.com/2008/12/15/magazines/fortune/529plans_Kiviat.fortune/index.htm
The Wall Street Journal 11/9/2008 Topic: College Funding
College Savings Put to the test
http://online.wsj.com/article/SB122618751345311361.html
Daily Herald 10/16/2008 Topic College Funding
College savers stuck in stocks as market falls
http://www.dailyherald.com/story/?id=243258
Investment News 2/25/2008 Topic: Investing
The Leading News Source for Financial Advisers
Elders’ Education level found to be a factor in risk aversion
http://www.investmentnews.com/apps/pbcs.dll/article?AID=2008369659000
Main Line Today 2/18/08 Topic: College Funding
Tuition Trauma
Paying for college now doesn’t have to mean paying the price later.
No longer available online.
Financial Planning Magazine 1/1/2008 Topic: Investing
Zero Can Be Positive
http://www.financial-planning.com/fp_issues/2008_1/zero-can-positive528644-1.html?zkPrintable=true
U.S. News & World Report Magazine 2/16/2007 Topic: College Funding
Financial Aid for the Rich
A boon for business owners
http://www.usnews.com/articles/news/national/2007/11/16/financial-aid-for-rich-people.html?s_cid=related-links:TOP
Estate Planning Issues for Second Marriages
http://blogs.wsj.com/financial-adviser/2011/02/02/voices-fred-amrein-on-estate-planning-for-the-twice-married/
Investment Advisor 8/1/2010 Topic: College Funding
Spend Wisely and Lower Expectations
http://www.investmentadvisor.com/Issues/2010/August-2010/Pages/Spend-Wisely-and-Lower-Your-Expectations.aspx
BusinessWeek 7/22/2010 Topic: College Funding
Financing Training for Career Changes
http://www.businessweek.com/investor/content/jul2010/pi20100722_993390.htm
Researchmag.com 6/8/2010 Topic: Investing
Eight Common Retirement Budget Busters
http://www.researchmag.com/Exclusives/2010/Pages/Eight-Common-RetirementBudget-Busters-and-How-to-Help-
Clients-Avoid-Them.aspx
Financial Advisor Magazine 6/7/2010 Topic: College Funding
The Tuition Test
A wrong decision on paying for college can cost you in taxes or lost aid.
Taken from August 2005 issue
http://www.investmentnews.com/article/20100228/REG/302289979
The Wall Street Journal 4/6/2010 Topic: College Funding
Fight for Financial Aid the Smart Way
http://blogs.wsj.com/financial-adviser/2010/04/06/fight-for-financial-aid-the-smart-way/
Investment News 2/28/2010 Topic: Investing
The Leading News Source for Financial Advisers
Mixing friends, family with business is a danger
http://www.investmentnews.com/article/20100228/REG/302289979
Career Journal 2/20/2010 Topic: College Funding
The False Security of Prepaying Tuition
http://online.wsj.com/article/SB10001424052748704804204575069223429319154.html
Money Magazine 11/8/2009 Topic: College Funding
Help your child manage credit
http://money.cnn.com/magazines/moneymag/moneymag_archive/2009/10/01/105855724/index.htm
Financial Planning Magazine 10/1/2009 Topic: Investing
Better than Nothing
http://www.financial-planning.com/fp_issues/2009_10/better-than-nothing-2663984-1.html?
zkPrintable=1&nopagination=1
Fidelity Investor’s Publication 8/25/09 Topic: College Funding
An Education in 529 College Saving Plans
What to Consider
http://publications.fidelity.com/investorsWeekly/application/loadArticle?pagename=IW0908collegesavings
Financial Advisor Magazine 2/1/2009 Topic: College Funding
College Savers in Retreat
http://www.fa-mag.com/component/content/article/1-features/4272-college-savers-in-retreat.html?
tmpl=component&print=1&page=
Bloomberg Businessweek 2/11/2009 Topic: Investing
A Changed World for Financial Advisers
http://www.businessweek.com/investor/content/feb2009/pi20090210_191817.htm
Fortune Magazine 12/16/2008 Topic: College Funding
College fund blues
The market has ravaged 529 savings plans. Here’s how to get back on track.
http://money.cnn.com/2008/12/15/magazines/fortune/529plans_Kiviat.fortune/index.htm
The Wall Street Journal 11/9/2008 Topic: College Funding
College Savings Put to the test
http://online.wsj.com/article/SB122618751345311361.html
Daily Herald 10/16/2008 Topic College Funding
College savers stuck in stocks as market falls
http://www.dailyherald.com/story/?id=243258
Investment News 2/25/2008 Topic: Investing
The Leading News Source for Financial Advisers
Elders’ Education level found to be a factor in risk aversion
http://www.investmentnews.com/apps/pbcs.dll/article?AID=2008369659000
Main Line Today 2/18/08 Topic: College Funding
Tuition Trauma
Paying for college now doesn’t have to mean paying the price later.
No longer available online.
Financial Planning Magazine 1/1/2008 Topic: Investing
Zero Can Be Positive
http://www.financial-planning.com/fp_issues/2008_1/zero-can-positive528644-1.html?zkPrintable=true
U.S. News & World Report Magazine 2/16/2007 Topic: College Funding
Financial Aid for the Rich
A boon for business owners
http://www.usnews.com/articles/news/national/2007/11/16/financial-aid-for-rich-people.html?s_cid=related-links:TOP
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