FINANCIAL CONNECTIONS
GROUP, INC. IN THE MEDIA
Benefit Magazine
- Quoted Jill in “Enjoy & Share:10 Smart, Soulful Strategies
for Handling your Money”
Bloomberg
- Jill’s comments appeared in “Think Beyond the Needs
of Ozzie and Harriet Families” in Bloomberg’s Registered
Rep about educating gays and lesbians on financial ramifications
related to their relationship
- Family Money and Bloomberg’s Wealth Manager featured Jill
in articles on financial planning
CNN
- Jill was quoted by CNNfn on “Retirement: Long-Term
Strategies”
Consumer Reports
- Consumer Reports Money Advisor quoted Brian in “Taxes on
Retirement Plan Withdrawals,” discussing tax strategies regarding
distributing from tax-deferred retirement accounts
Fidelity
- Stages, Fidelity’s personal financial planning magazine,
profiled Jill’s recommendations for first-time homebuyers
Financial Planning Magazine
- Quoted Jill in their article “Taking on Retirement: The
Latest Thinking on How to Serve Clients in their Retirement Years
Ranges from Customized Distribution Formulas to Post-Retirement
Career Planning”
- Quoted Brian regarding Morningstar’s competition for mutual
fund ratings
- Jill was quoted in “LTC Insurance Goes Mainstream”
Forbes
- Forbes and Fortune Magazine featured Jill on long-term care issues
Investment Advisor
- Jill co-authored the article “Together but Separate,” an
article about planning for unmarried couples
- Featured Jill’s quotes in their article “Couple or
Companions” and “Unmarried couples: A planning opportunity” about
financial planning for non-traditional couples”
LA Times
- Retirement plans developed by Jill appeared in the “Money
Makeover” section and also appeared in Microsoft’s
Money Insider online edition
- Quoted Brian’s strategy about surviving the downturn in
the stock market
Long Term Care News
- Jill published an article, “Advice on LTC for Financial
Planners”
MSN Money
- Quoted Brian in “The 5 Biggest 401(k) Blunders” about
complex retirement planning decisions
Oakland Tribune
- Quoted Brian in “Couples Wrestle with Financial Union.”
- Used information supplied by Brian and quoted Brian in their
article “Act Quickly to Lock in Tax Savings”
- “Couples Face Conundrums of College Finance” quoted
Brian
USAA
- USAA’s Spectrum Newsletter featured Brian regarding home
equity loans to repay credit card debt
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