In The News

Obamacare Changes Under Trump

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

ETFs vs. Mutual Funds: Which is Better

The article quotes RPG Advisor Jason Lina in comparing the differences between ETFs and mutual funds..

November 2016 | Investopedia

Do’s and Don’ts of Dividend Investing for Retirement

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

6 Ways to Protect Your Pocketbook from Sky-High Medical Bills

In this Yahoo Finance article, RPG Advisor Jason Lina explains several strategies to reduce health insurance or Medicare costs.

July 2016 | Yahoo Finance

Can You List Minor Children as IRA Beneficiaries

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

How to Choose the Best Dividend Stocks

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

Time Running out on Social Security Strategies

RPG Advisor Jason Lina explains what the recent changes to Social Security mean for retirees.

March 2016 | Financial Times

How to Use HSA Funds in Retirement

In this Time Magazine article, RPG’s Jason Lina describes a little-known feature of health savings accounts (HSAs).

January 2016 | Time Magazine

Mortgage Borrowers May Not Be Impacted by Fed Rate Hike

RPG Advisor Jason Lina comments on how a Fed rate hike may not necessarily impact mortgage rates.

November 2015 | CBS Moneywatch

Opening a Savings Account for Your Child

RPG Advisor Jason Lina comments on the benefits of opening a savings account for a child.

October 2015 | Bankrate

Dangers of Over-Diversifying

Our article in Forbes on how the dangerous habit of investment collection can erode wealth.

September 2015 | Forbes

What Your Financial Advisor Secretly Thinks About You

RPG Advisor Jason Lina was quoted about five bad money habits people make and how to correct them.

September 2015 | GoBankingRates

3 Myths About Higher Interest Rates

We explain some of the widespread misconceptions about higher interest rates.

August 2015 | Time Magazine / Money Magazine

7 Ways to Save on Taxes When You’re Between Jobs

We describe some of the unique tax opportunities for individuals between jobs.

July 2015 | Time Magazine / Money Magazine

The Planning Stage of Estate Planning

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

Potential Drawbacks of 529 Plans and How to Minimize Them

RPG Advisor Jason Lina comments on how to overcome some of the challenges of 529 Plans.

July 2015 | US News and World Report

Why Over Diversifying Your Investments is Dangerous

Our article on the harmful effects of over-diversifying was published by several national media outlets.

July 2015 | Time Magazine / Money Magazine

Legacy Planning Takes Center Stage for Boomers

RPG Advisor Jason Lina explains the importance of estate planning for every person, regardless of wealth.

April 2015 | Financial Times

The Business Hour with Ron Comacho

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