financial planning and investment management

Medscape.com
"Young Doctors: Saddled With Debt and a Deflated 401(k)? — Here's Help" by Dennis G. Murray — August 27, 2009

Private Wealth
"Driving in Style" by Karen DeMasters — March/April 2009

Kiplinger's Personal Finance
"It's Not All About Retirement: These Committed Savers Ask How Best to Invest After They've Fully Funded Their Tax-Deferred Accounts" by Thomas M. Anderson — February 2010

Medical Economics magazine
“The 150 Best Financial Advisers for Doctors: Our Exclusive List”
Ranked in 2009, 2008, 2006, 2004, 2002, 2000, 1998

“Marriage and Money: Ways to Keep the Peace” — Mar 19, 2004

“17 Ways to Slash Your Tax Bill” — Oct 24, 2003

Wealth Manager magazine
“Top Wealth Managers”
Ranked in 2009, 2008, 2007, 2006, 2005, 2004, 2003

“50 Distinguished Women in Wealth Management”
Kathy Stepp Listed — April 2008

Worth magazine
“The 250 Best Financial Advisers in America”
Ranked in 2002, 2001, 1999, 1998, 1997, 1996, 1994

NAPFA ADVISOR
“Stock Plan Gives Stepp & Rothwell Employees an Ownership Stake” by Chris Hale — December 2008

“Perfect Pairing” featured “Practice Profile” — October 2007

Financial Advisor
"Misaligned Expectations? — Fresh New Hires and Crusty Old Veterans May Not be on the Same Page When it Comes to Career Paths..." by David Drucker — February 2009

“Team Players: A Kansas City Couple Expands Their Leading Fee-Only Firm By Offering More To Clients—And Employees” by Karen DeMasters — July 2008

“Who Needs To Market? The Question about Marketing Isn't Just How, It’s If?” by David Drucker — November 2006

“Stretching IRA Payouts Is No Snap” by Donald Jay Korn — July/August 2000

Financial Planning magazine
"The Tax Dance: Year-End Tax Planning May be More Complicated Than Ever Now That There Are Reasons to Take Gains as Well as Losses" by Donald Jay Korn — October 2009

"Always Available: Stepp & Rothwell's Highly Personalized Service Keeps Clients Loyal — and Willing to Pay Substantial Fees Based, in Part, on Their Earnings" by Jim Grote — February 2009

“Outlook 2009: As Bad As 2008 Was for Investors, It May Prove To Be Just One Stormy Year of Several. Here's What Top Advisors Are Doing Until The Markets Level Out” by Donald Jay Korn — January 2009

“You Gotta Have A Plan: Creating Retirement Plans For Small Businesses And Professional Practices Presents A Big Opportunity For Planners” by Donald Jay Korn — July 2008

“Tackling Technology” — November 2007

The Robb Report
 “Family: Remarried...with Children” Jenni Simcoe 01/01/2004

Bottom/Line Retirement
“How Not to Run Out of Money: Smart Ways to Tap Your Nest Egg” — May 2006

 

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