financial planning and investment management

The New York Times
"Credit Card Limits for Youth Can Be Opportunity for Parents" by Ron Lieber — February 13, 2010

BusinessWeek
"Fifteen Ways to Slash Spending in Retirement - Retirees Must Adjust to New Economic Realities. Here, Based on Suggestions From Financial Advisers, are Strategies to Cut Costs" by Ben Steverman — February 4, 2010

Reader's Digest
"Fiscal Fitness: Everyone — From the New Grad to the New Grandparent — Can Benefit From Some Basic Exercises on How to Master Money" by Beth Kobliner — August 2009

Los Angeles Times
“Prom Night Need Not Break The Bank”
Kathy M. Kristof, April 13, 2008

“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, Nov 24, 1996

“Valentine, Let's Talk About Money”
Kathy M. Kristof, Feb 14, 1996

“Do Boomers Have It Harder Than Their Parents?”
Kathy M. Kristof, 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

Money magazine
“Talk Your Teen Through Tough Economic Times”
Jennifer Barrett, February 2009

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)

Forbes.com
“Top Advisors: The Up-and-Comers” — Stepp & Rothwell ranked 24th in the country — October 6, 2008

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

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