Chessman in the News

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As Seen In

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Recent Press & Interviews

[/vc_column_text][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”4661″ img_size=”full” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”http://nbr.com/2015/11/27/ensure-you-get-a-tax-deduction-for-that-charitable-donation/”][/vc_column_inner][vc_column_inner width=”1/4″][vc_single_image image=”4660″ img_size=”full” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://static1.squarespace.com/static/57f2b76003596e1adde5a94d/t/58b0af711b631bccf5439e2c/1487974259647/From+Kiplinger%27s+Personal+Finance%2C+March+2017.pdf”][/vc_column_inner][vc_column_inner width=”1/4″][vc_single_image image=”4657″ img_size=”full” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://static1.squarespace.com/static/57f2b76003596e1adde5a94d/t/58b0af711b631bccf5439e2c/1487974259647/From+Kiplinger%27s+Personal+Finance%2C+March+2017.pdf”][/vc_column_inner][vc_column_inner width=”1/4″][vc_single_image image=”4659″ img_size=”full” alignment=”center” onclick=”custom_link” img_link_target=”_blank” link=”https://www.cnbc.com/2017/10/24/think-youre-not-rich-enough-to-need-a-will-think-again.html”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”52px”][vc_column_text]

Interviewed & Quoted In

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Think you’re not rich enough to need a will? Think again.

Oct. 2017

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Why You Need Disability Coverage.

March 2017

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How to Retire Comfortably While You’re Still in Debt

May 2016

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Ensure you Get a Tax Deduction for that Charitable Donation

Nov. 2015

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Using the Back Door to a Roth IRA

Oct. 2015

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 More advisers simulating SEC exams to expose gaps before regulators come knocking

June 2015

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Planning is Essential for Security After Retirement

Jan. 2015

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Aftertax 401(k) Rollovers Advanced Version

 Oct. 2014

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 Advisors Offer 11 Ways to Get More Client Referrals” by Mike Byrnes

Feb. 2014

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How to Take Financial Independence From Dream to Reality

May 2013

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Aftertax 401(k) Rollovers Advanced Version

 Oct. 2014

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How to Take Financial Independence From Dream to Reality

May 2013

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Health-Care Act Brings Higher Taxes

Feb. 2013

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For Single Parents, Planning and Pinching Pennies are Crucial

Dec. 2012

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How to Craft a Will That’s Fair to Loved Ones

Sept. 2012

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Ruling Puts 401(k) Plan Beneficiaries on Notice

Aug. 2012

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It’s Time For a Midyear Financial Checkup

July 2012

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