Forbes published this article by RPG Advisor Jason Lina about the pros and cons of using a retirement account to buy real estate.
October 2018 | Forbes
RPG Advisor Jason Lina contributed to this article in Kiplinger Personal Finance Magazine about the pros, cons, and considerations of using 529 college savings funds to pay for K-12 private school expenses.
August 2018 | Kiplinger Personal Finance
Jason Lina spoke in March on the Business RadioX “Wealth Matters” show about the practical considerations when evaluating the need for and benefit of long-term care insurance.
March 2018 | Business RadioX Wealth Matters
Forbes published this article by RPG Advisor Jason Lina in January, explaining how the principals of zero based budgeting can help improve personal finances.
January 2018 | Forbes
RPG Advisor Jason Lina was quoted in this Wall Street Journal article about an investment tax provision that was pulled at the last minute from the Tax Cuts and Jobs Act.
December 2017 | Wall Street Journal
Forbes Magazine published this article by Jason Lina that describes seven common misconceptions about HSAs that keeps people from exploiting their advantages.
November 2017 | Forbes
RPG Advisor Jason Lina offered some thoughts in this InvestmentNews article about why the use of Morningstar’s star ratings by individual investors is natural but so ill-advised.
October 2017 | Investment News
RPG Advisor Jason Lina explains in this Investment Advisor Magazine article how little credibility the Morningstar star ratings should get.
October 2017 | Investment Advisor
Forbes Magazine published this article by Jason Lina highlighting some of the bad advice out there following the Equifax breach that you should think twice before following.
October 2017 | Forbes
RPG Advisor Christian Mauser is quoted in this article explaining why the illusion that you can just work longer to help pay for college expenses may not always work.
October 2017 | How Stuff Works
RPG Advisor Jason Lina authored this Forbes article as a push-back on the purported benefits of dividend investing.
July 2017 | Forbes
RPG Advisor Jason Lina comments in this July Reuters/NY Times article on the best and worst ways to cover college bills.
July 2017 | Reuters
This CNN/Money article is written for millennials who are starting to save and offers advice from an RPG’s Jason Lina.
July 2017 | CNN Money
RPG Advisor Jason Lina contributed to this CNBC article explaining the unique benefits of IRA trusts.
June 2017 | CNBC
RPG Advisor Jason Lina offers some thoughts in this InvestmentNews article on what is likely to happen with Obamacare starting in 2018.
November 2016 | Investment News
The article quotes RPG Advisor Jason Lina in comparing the differences between ETFs and mutual funds..
November 2016 | Investopedia
This US News & World Report article quotes RPG Advisor Jason Lina about the pros and cons of dividend investing.
October 2016 | US News and World Report
In this Yahoo Finance article, RPG Advisor Jason Lina explains several strategies to reduce health insurance or Medicare costs.
July 2016 | Yahoo Finance
RPG Advisor Jason Lina was interviewed about the rules, pitfalls, and best advice when naming minors as IRA or retirement plan beneficiaries.
July 2016 | The Dollar Stretcher
In this US News article, RPG Advisor Jason Lina explains the dangers and the misaligned incentives of investing for dividend yield.
June 2016 | US News and World Report
RPG Advisor Jason Lina explains what the recent changes to Social Security mean for retirees.
March 2016 | Financial Times
In this Time Magazine article, RPG’s Jason Lina describes a little-known feature of health savings accounts (HSAs).
January 2016 | Time Magazine
RPG Advisor Jason Lina comments on how a Fed rate hike may not necessarily impact mortgage rates.
November 2015 | CBS Moneywatch
RPG Advisor Jason Lina comments on the benefits of opening a savings account for a child.
October 2015 | Bankrate
Our article in Forbes on how the dangerous habit of investment collection can erode wealth.
September 2015 | Forbes
RPG Advisor Jason Lina was quoted about five bad money habits people make and how to correct them.
September 2015 | GoBankingRates
We explain some of the widespread misconceptions about higher interest rates.
August 2015 | Time Magazine / Money Magazine
We describe some of the unique tax opportunities for individuals between jobs.
July 2015 | Time Magazine / Money Magazine
John Howard joined Adam Gaslowitz, Robert Port, and Richard Morgan on Gwinnett Business Radio to discuss the important planning stage of estate planning.
July 2015 | Gwinnett Business Radio
RPG Advisor Jason Lina comments on how to overcome some of the challenges of 529 Plans.
July 2015 | US News and World Report
Our article on the harmful effects of over-diversifying was published by several national media outlets.
July 2015 | Time Magazine / Money Magazine
RPG Advisor Jason Lina explains the importance of estate planning for every person, regardless of wealth.
April 2015 | Financial Times
Business Hour host Ron Comacho interviews Jason Lina about financial planning topics ranging from college savings to retirement planning.
January 2015 | America’s Web Radio