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• As APRs Reach Record Highs, What's a Good Credit Card Interest Rate? - Outlook Financial Center (April 13, 2023)
• Bankrate: 7 Ways to Teach Your Kids About Investing Today to Set Them Up For Future Success - Outlook Financial Center (July 30, 2025)
• Barron's: Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know. - Outlook Financial Center (March 4, 2024)
• Barron's: Here Are Things You Can Do This Year to Trim Your Tax Bill Next Year - Outlook Financial Center (September 29, 2025)
• Barron's: IRS Service Will Worsen With Staff Cuts. How to Avoid Problems With Your Tax Returns. - Outlook Financial Center (February 22, 2025)
• Barron's: Tax Season Is Here. The Big Changes, From the Child Tax Credit to a New Deadline. - Outlook Financial Center (January 22, 2023)
• Boston 25 News: Inflation Frustration - 5 Tips to Save Money While Prices Are High - Outlook Financial Center (November 19, 2023)
• Buy Side from WSJ: Do I Get Taxed on a High-Yield Savings Account? - Outlook Financial Center (January 3, 2025)
• Buy Side from WSJ: How Long Does It Take to Get a Tax Refund? - Outlook Financial Center (January 1, 2024)
• CBS MoneyWatch: 4 Easy Ways to Boost Your Tax Refund, According to Experts - Outlook Financial Center (March 4, 2024)
• CBS MoneyWatch: Can a Tax Attorney Help With the IRS? - Outlook Financial Center (April 8, 2025)
• CBS MoneyWatch: Can You Afford Long-Term Care Without Insurance? - Outlook Financial Center (November 17, 2023)
• CBS MoneyWatch: Gold and Taxes - What Every Investor Needs to Know - Outlook Financial Center (October 24, 2024)
• CBS MoneyWatch: Have CD and Savings Interest Rates Peaked? Here's What Experts Think - Outlook Financial Center (August 15, 2023)
• CBS MoneyWatch: How is Gold Taxed? - Outlook Financial Center (January 23, 2025)
• CBS MoneyWatch: Is life insurance worth it for seniors? Here's what experts think - Outlook Financial Center (October 27, 2023)
• CBS MoneyWatch: Is Tax Preparation Software Worth It? Here's What Some Experts Think - Outlook Financial Center (February 20, 2024)
• CBS MoneyWatch: Should You Buy Gold from a Big Retailer? Pros and Cons Experts Say to Know - Outlook Financial Center (November 21, 2024)
• CBS MoneyWatch: Should You Open a CD or Invest in Stocks? Savings Experts Weigh In. - Outlook Financial Center (June 30, 2025)
• CBS MoneyWatch: Should You Use Your Home Equity to Make an Investment? Experts Weigh In - Outlook Financial Center (July 5, 2024)
• CBS MoneyWatch: Why the IRS Prefers That You File Your Taxes Electronically - Outlook Financial Center (February 1, 2024)
• CBS MoneyWatch: Will a CD Still Be Worth It After the Fed Cuts Rates? Experts Weigh In - Outlook Financial Center (August 15, 2024)
• CNBC: Here's Who Can Claim the Home Office Deduction on This Year's Taxes - Outlook Financial Center (January 31, 2023)
• CNET: How Much Should You Invest Each Month? It Depends - Outlook Financial Center (February 4, 2025)
• CNN Underscored: What Is the Rule of 55 and How Does It Work? - Outlook Financial Center (January 10, 2024)
• Financial Planning: 5 Tax Pitfall for Wealthy Clients This Filing Season - Outlook Financial Center (February 28, 2023)
• Forbes: 5 Best Investment Accounts for Kids of 2024 - Outlook Financial Center (April 1, 2024)
• Forbes: How Early Can You File Taxes for 2023? - Outlook Financial Center (December 27, 2023)
• GoBankingRates.com: 3 Ways Retirees on a Budget Can Get Help Filing Their Taxes - Outlook Financial Center (January 1, 2025)
• GoBankingRates.com: 5 Benefits to Holding Off Your Retirement Beyond 2025 - Outlook Financial Center (January 31, 2025)
• GoBankingRates.com: Here's How You Should Split Your Tax Refund Between Fun and Your Future - Outlook Financial Center (April 15, 2025)
• GoBankingRates.com: How Much Does the Average Baby Boomer Have in Savings? - Outlook Financial Center (May 28, 2024)
• GoBankingRates.com: How to Build a Realistic Retirement Plan When Costs Keep Climbing - Outlook Financial Center (May 4, 2025)
• GoBankingRates.com: I'm a Financial Planning Expert - Here's How Much Money Boomers Should Have in Their Savings Accounts - Outlook Financial Center (October 19, 2023)
• GoBankingRates.com: I'm a Financial Planning Expert - These Are the 4 Best Approaches for Paying Off 4 Types of Debt - Outlook Financial Center (July 20, 2023)
• GoBankingRates.com: I'm a Tax Expert - 3 Things You Need to Know About Filing as a First-Time Parent - Outlook Financial Center (June 11, 2024)
• GoBankingRates.com: Taxes 2023 - How to Get Back on Track With the IRS If You Need to File Past Returns - Outlook Financial Center (March 31, 2023)
• GoBankingRates.com: Taxes 2023 - How to Protect Yourself from the Rise in 'Vishing' Scams - Outlook Financial Center (April 6, 2023)
• GoBankingRates.com: What to Do If You Filed Your Taxes and More Documents Come In - Outlook Financial Center (February 15, 2023)
• GoBankingRates.com: Your Parents Want to Claim You on Their Taxes - Should You Let Them? - Outlook Financial Center (March 9, 2025)
• https://www.cnbc.com/select/its-not-too-late-to-take-these-tax-breaks/ - Outlook Financial Center (February 26, 2025)
• InsuranceNewsNet: A Taxing Problem - Outlook Financial Center (November 30, 2023)
• Investopedia: Filing Taxes as a Couple - Marriage Penalty, Bonuses and Smart Strategies - Outlook Financial Center (October 10, 2025)
• Investopedia: Some Student Loan Borrowers Could Face a Giant Tax Bill If the Government Doesn't Take Action Soon - Outlook Financial Center (October 1, 2025)
• Investor's Business Daily: How to Set Yourself Up to Boost Your Net Worth This Year - Outlook Financial Center (January 10, 2024)
• Investor's Business Daily: Rich Investors Win From IRS Delay of the Roth Catch-Up Rule - Outlook Financial Center (September 21, 2023)
• Investor's Business Daily: Tax-Saving Tips Help You Pay Less This Year and Next - Outlook Financial Center (February 22, 2024)
• Investor's Business Daily: Why Planning Now for 2025 Taxes Can Save You Money - Outlook Financial Center (January 22, 2025)
• MarketWatch: Better Money Habits - Tips to Improve Your Financial Health - Outlook Financial Center (September 13, 2024)
• MarketWatch: Don't Worry About a 'Magic' Retirement Number - But Make Sure You Have This One Thing. - Outlook Financial Center (May 23, 2024)
• MarketWatch: I'm 68, My Wife Is 61. We Have an $80K HELOC We Want to Pay Off. We're Thinking of Using Our Retirement Funds - And We'd Still Have $500K in There if We Did. What's Our Move? - Outlook Financial Center (October 9, 2025)
• MarketWatch: It's Tax Day. Here's What Time Your Return is Due - and How to File for an Extension. - Outlook Financial Center (April 15, 2024)
• MarketWatch: My Daughter is 34 With $200K Home Equity and Soon Will Get a $130K Payout. I Sent Her to My Adviser. He Told Her She Had a Lot of Home Equity to Invest - And to Come Back When She Was Richer. Should I Ditch Him Myself? - Outlook Financial Center (September 12, 2025)
• MarketWatch: Private Equity in 401(k) Plans? 'Highly Risky' for the Average Investor. - Outlook Financial Center (January 9, 2025)
• MONEY: Here's When You Should Use a HELOC to Consolidate Your Debt - Outlook Financial Center (December 16, 2024)
• NerdWallet: How to Survive a Period of Unemployment - Outlook Financial Center (February 21, 2025)
• New York Post: What is the IRS 'Hardship Program - How Do I Know If It's Right for Me? - Outlook Financial Center (March 26, 2025)
• Salon: Can't Pay Your Taxes? Here's What to Do - Outlook Financial Center (February 8, 2025)
• SFGate: FICO Score vs. Credit Score - What's the Difference? - Outlook Financial Center (May 11, 2023)
• Should you buy gold from a big retailer? Pros and cons experts say to know - Outlook Financial Center (November 21, 2024)
• SuperMoney: CCCC Stock - Is It a Good Investment in 2024? - Outlook Financial Center (October 1, 2024)
• Tax Day 2023 - What to Know as April 18 IRS Tax Filing Deadline Approaches - Outlook Financial Center (April 19, 2023)
• The U.S. Sun: 'Be Aware,' Advises Money Expert in the Face of the Recent Retail Bloodbath as Wall St - Outlook Financial Center (August 9, 2024)
• U.S. News & World Report: 4 Reasons to Pay Off Credit Card Debt With Your Tax Refund - Outlook Financial Center (March 26, 2025)
• U.S. News & World Report: 4 Ways to Pay Off a Personal Loan Faster - Outlook Financial Center (June 13, 2025)
• U.S. News & World Report: How a 24% Social Security Cut Could Impact Your Retirement in 2032 - Outlook Financial Center (September 2, 2025)
• U.S. News & World Report: Key Takeaways from Your 2022 Taxes - Outlook Financial Center (May 22, 2023)
• U.S. News & World Report: Retirement Accounts You Should Consider - Outlook Financial Center (February 24, 2025)
• U.S. News & World Report: Tax Filing in 2024 - How to Choose Your Filing Status - Outlook Financial Center (March 13, 2024)
• U.S. News & World Report: Why a Stable Value Fund Belongs In Your Retirement Portfolio - Outlook Financial Center (April 6, 2023)
• USA Today Blueprint: 5 Best Low-Risk Investments - Outlook Financial Center (February 28, 2023)
• USA Today Blueprint: How Many Savings Accounts Should I Have? - Outlook Financial Center (June 1, 2023)
• USA Today Blueprint: What is a Self-Directed IRA? - Outlook Financial Center (May 23, 2023)
• USA Today Homefront: Relocating Americans target the South, Midwest for lower cost of living and housing - Outlook Financial Center (September 12, 2024)
• USA Today: 'One Big Beautiful Bill' Expands 529 Plans. But Are There Better Options? - Outlook Financial Center (July 8, 2025)
• USA Today: Are We Reaching a 'Tipping' Point? You're Not Imagining It. How Business Get You to Tip More - Outlook Financial Center (November 8, 2023)
• USA Today: How Long Should You Wait Before Filing Taxes? Surprise! Later Can Sometimes Be Better - Outlook Financial Center (February 8, 2023)
• USA Today: How No Tax on Tips, Extra 65+ Deductions and More Will Change 2026 W-2, W-4 - Outlook Financial Center (September 5, 2025)
• USA Today: How to Invest in TIPS (Treasury Inflation-Protected Securities) - Outlook Financial Center (August 29, 2023)
• USA Today: If You're Missing Buy Now Pay Later Payments, FICO's New Credit Score Plan May Hurt You - Outlook Financial Center (July 3, 2025)
• USA Today: Is Inflation Eating Your Savings? How the 'Big Beautiful Bill' Offers Some Relief - Outlook Financial Center (August 12, 2025)
• USA Today: Millions May Lose Health Insurance If Expanded Premium Tax Credit Expires Next Year - Outlook Financial Center (November 4, 2024)
• USA Today: Ready to Spend Retirement Savings? What to Know About a Formula for Safe Withdrawals - Outlook Financial Center (November 5, 2024)
• USA Today: Roth IRA - A Guide to Investing and Trading - Outlook Financial Center (September 6, 2023)
• USA Today: That's My Bonus?! Year-End Checks Were Smaller in 2023. Here's What to Do If You Got One. - Outlook Financial Center (January 21, 2024)
• Vox: Everything you Need to Know About Filing Taxes for the First Time - Outlook Financial Center (March 12, 2024)
• Wall Street Journal: How to Make Sure Your Second Home Doesn't Become a Tax Trap - Outlook Financial Center (March 4, 2024)
• WBNS 10TV at 5am: Holiday Shoppers Starting Earlier This Year - Outlook Financial Center (September 15, 2023)
• WBNS 10TV at 6am - Holiday Shoppers Starting Earlier This Year - Outlook Financial Center (September 15, 2023)
• WBNS-TV: Back-to-School Savings Tips - Outlook Financial Center (August 4, 2023)