CNBC.com

AUTHOR PAGE Here are some things to think about before deciding to retire in another state Over 10 years, 43% of first marriages can fail. Here’s why couples might want a postnuptial agreement Here’s how those looking to ‘age in place’ can fund home health-care services Most Americans want to ‘age in place’ at home. Here’s how to plan your support systems ‘Your loved ones will already be in a state of trauma.’ The ramifications of dying without a will Here’s how ABLE accounts, special needs trusts differ ... and how they can work together Creating a special needs trust? Here are the costs, what you need to know and who to use Here’s the type of insurance you’ll need at each stage of life, experts say Getting a divorce? Here’s how to tackle those money issues Buying your first home? Here’s what you need to know Remarrying? Here are financial considerations to keep in mind before saying ‘I do’ When it comes to a will or estate plan, don’t just set it and forget it If you have a child with special needs, here’s how to plan for their life after you pass Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say These financial advisors give newlyweds the ultimate wedding gift: financial compatibility Experts offer crucial money advice college graduates need to hear but never get How to navigate the world of sustainable investing ratings Here’s how companies factor in environmental, social and corporate governance concerns ‘Sustainable investing’ is surging, accounting for 33% of total U.S. assets under management These advisors actually ‘walk the talk’ when it comes to socially responsible investing Here’s how you can size up climate change to tap into smart investment opportunities Shareholders challenge the companies they invest in to promote good in the world Here’s what you need to know about impact investing, where returns are not the only reward How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios Sustainable investing is surging. How to decide if it’s right for you More financial advisors are turning to insurance products to boost fixed income for clients Advisors are bullish on real estate for steady cash. Here's why you should be, too In a search for fixed income, advisors look beyond mainstream bond funds More investors stock up on non-traditional bonds and strategies Now may be the time to use bonds in portfolios Think markets are moody? How about investors? Here's how to properly handle that sudden cash windfall After 11th-hour tax reforms, advisors worked to calm clients Referred to a financial advisor? Here's what you should ask Generations tech: Talking to Gen X, millennial clients Millennials and Gen Xers need different advisor approaches Single? Married? Divorced? How and when to claim Social Security Advisory firms turn to life coaches, psychologists Private equity opportunities rise in high-net-worth sector Considering long-term care coverage? Here's a reality check Advisors weigh in on the Wall St. Journal's critique of Morningstar ratings Reverse mortgages: Opportunities and concerns Think you're not rich enough to need a will? Think again Tackling your employee benefits and perks Advisors turn to alternative investments for clients The ripple effects of Trump's alternative minimum tax repeal These tactics will protect retirement income from taxes Pros and cons of paying off mortgage before retirement The 401(k) follies: The right and wrong way to save What actions help make a financial advisor trustworthy? Advisors prepare young clients for $30 trillion transfer of wealth Smartest, dumbest things people do with 401(k) funds Innovative approaches to protecting retiree portfolios How advisors prepare client portfolios for retirement More advisors adding 'financial counseling' to services menu Manage risk, and investor quirks, decade by decade The pros, cons of using target-date funds in 401(k) plans Weighing the pros and cons of active portfolio management Do advisor clients really understand their risk tolerance? Advisors weigh pros, cons of hedge funds in portfolios Should you save for retirement or your kids' college costs? Beyond health, home and auto, what insurance do you need? Beware of bad financial advice from friends and family Plenty of confusion about good debt vs. bad debt Why it's important to review workplace benefits in October You may have a 401(k) plan, but you probably don't 'get it' 401(k) nightmares: What NOT to do with retirement-plan cash Advisor designations: What does 'certified' really mean? Getting remarried? Protect your assets and your interests When — and why — to leave your financial advisor Catch-22: Too young to retire, too old to rehire Do you know what a financial advisor actually does? What retirement? Americans keep working to pursue dreams Impact investing: Put your money where your values are Retirees should look carefully before leaping into a relocation Millennial entrepreneurs driven by purpose as much as profits More financial advisors are learning the ABCs of TAMPs Need job advice? Try turning to your financial advisor for help Need career coaching? Find your perfect professional fit Starting a business? Don't get caught by these surprises 'Passion investing' in classic cars is gaining speed Jay Leno wannabes? Classic car market goes into overdrive Funding a start-up from your 401(k) can be risky business Worried you’ll outlive assets? Consider a longevity annuity The ABCs of DPPs: The rise of a new alternative asset class What to look for in a financial advisor—according to advisors Is your advisor prepared to handle cyberattacks? From 'buckets' to 'paychecks,' advisors explain portfolio tacks Are millennials more risk-averse than other investors? It's never too early—or late—to plan for your retirement years Should you pay off your mortgage early? Maybe not Advisors ease emotional hurdles of retirement Are bonds in your retirement plan? They should be 'Mind-mapping' connects advisors with clients Savvy advisory firms have an effective PR plan Advisors put insurance on menu to cater to clients Social Security is a hot topic for concerned, aging boomers Advisor, therapist ... soul mate? Unique takes on client relations Want more clients? Use these social media strategies Wacky investment ideas that will make you go, 'Hmmm ...' Careful planning can ease retirement's health costs How—and whether—to invest in rare stamps and coins As alternatives go mainstream, investors scratch their heads You can have it all: Investing in ways that make you feel good Transition stress? Advisors can guide clear decisions Boomers with aging parents seek advisors' elder-care expertise Zeroing in on Gen X and millennials, advisors get innovative More 'niche' advisors focusing on women's financial empowerment Niche knack: Looking to grow, advisors start to specialize Out of work? Advisors offer important 401(k) dos, don'ts The truth hurts: When an advisor tells a client they can't retire How to avoid estate, will blunders Not always a rose: Avoiding thorny asset-liquidation issues in divorce Caring for kids, parents, sandwich generation savers pressed for time Advisors help with ups and downs of modern retirement Avoid these 8 retirement screwups Student loan debt may stifle retirement savings Collaborative divorce can ease emotional, economic stress How to handle sudden wealth

Book Editor, Investment Book "The Naked Portfolio Manager"

Website: The Naked Portfolio Manager Book excerpts

Book Editor, Investment E-Book "Let's Get Naked"

E-book: Let's Get Naked: Why Individual Investors Should Shed the Emperor's Clothes of Wall Street Investment Experts

Newspaper Association of America

Making a 'Good' Newspaper Video: Expert Advice Editing, Publishing and Hosting: Cutting It Down and Putting It Up Making Money: Pre-Roll, Post-Roll and the Ads In Between

Hartford Business Journal

Orosz leads the greening of Hamilton Sundstrand

Connecticut Business Magazine

CT Business writer wins award Becoming a biofuel state Corporate Taxation: 2006 & 2007 Flying Full Throttle The Art and Business of Gifting When Risks Pay Off Insourcing in Connecticut Spreading Their Wings

Business New Haven

Banking Wars - Winners & Losers Sales Training: Beyond the Hype Seven Over Seventy Will Energy Prices Chill Construction Market? Where the Smart Money Is Building Leaders from the Ground Up

Christian Science Monitor

Traditional living, with a slightly modern twist Credit unions make a hard charge at banks

Virginia Business Magazine

Charting a new course: Dr. Edward Murphy plans to transform Carilion Health System An economic engine for Southwest Virginia? A downtown for Smith Mountain Lake? The changing face of Virginia business An antiques primer 'Philpott' brings production expertise to manufacturers" ECS promotes "Life Cycle Engineering" Rebirth of downtown is sign of Lynchburg area's revival Spun-off wireless company thrives after parent company downsizes Pharmacy school in Grundy addresses national shortage "Roanoke, New River Valley recast region as a center for new ideas