financial planning and investment management

Los Angeles Times
“Investment Strategies: An Investor’s Primer And Guide to the Investment Strategies Conference May 22-23; Lessons Behind Money Make-Overs; Advice Is Tailored to Each Individual, but a Few Universal Truths Emerge”
Liz Pulliam; May 11, 1999

“Getting Married: Financially Speaking; A Test of Your Fiscal Compatibility”
Kathy M. Kristof; Feb 3, 1999

“Getting Married: Financially Speaking; To Have and Hold Till Debts Do Us Part”
Kathy M. Kristof; Feb 3, 1999

“Savings and Strategies; To Be Wealthy, Don't Get Trapped in Trappings”
Kathy M. Kristof; (pre-1997 Fulltext); Nov 24, 1996

“Valentine, Let's Talk About Money”
Kathy M. Kristof; (pre-1997 Fulltext); Feb 14, 1996

“Do Boomers Have It Harder Than Their Parents?”
Kathy M. Kristof; (pre-1997 Fulltext); Nov 5, 1995

Wall Street Journal
“House Calls: A Look at the Big Issues to Consider When Buying or Renting a Home”
By Carlos Tejada. (Eastern edition). New York, N.Y.: Dec 1, 1997

Fortune magazine
“Married With Young Children: College for the Kids and Retirement for You Still Seem Far Away. But This is the Time to Start Putting Your Financial House in Order.”
By Brian Dumaine, Reporter Associate Sandra L. Kirsch
October 28, 1991

Lifetime Television
“Spotlight 25” Documentary — March 26, 2007
(Lifetime Television’s year-long survey of “Generation Y” women aged 18 – 29 hosted by award-winning MSNBC journalist and author Willow Bay, and featuring Stepp & Rothwell employee Amy Guerich)

WebCPA.com
“529 Plans: They're Not Just for College Saving, Anymore”
(June 21, 2004) by Cynthia Harrington

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