In the News
As well regarded planners in the financial industry, our advisors are often quoted in local and national publications. We hope you find the catalogue of articles as interesting as we have.
Sophia Trakhtman: Finding Meaning Through Giving Back
The Associated | - October 8, 2024
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10 Retirement Planning Mistakes People Make at 50
AARP.org | - March 14, 2023 featuring Ben Offit, CFP®
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Considering Joint Financial Accounts With Your Partner? Here Are Some Tips
Yahoo.com | - February 22, 2023 featuring Ben Offit, CFP®
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Top 100 People in Finance Excerpt
Top 100 Magazine - January 26, 2023 featuring Ben Offit, CFP®
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Podcast: The Real Risk is Not Being Ready When for When the Market Rebounds
Financial Advisor’s Workshop w/ Brian Kasal - December 27, 2022 featuring Ben Offit, CFP®
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Podcast: Making a Difference in People’s Lives
Health & Wealth Podcast with Carter & Tim - October 25, 2022 featuring Ben Offit, CFP®
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Ben Offit Named Top 100 People in Finance by The Top 100 Magazine
Top 100 Magazine, October 19, 2022 featuring Ben Offit, CFP®
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Money and Your Financial Purpose
Kurtz Digital Strategy Blog- September 22, 2022 featuring Ben Offit, CFP®
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Four Personal Finance Rules That Need a Revamp
Bloomberg - September 15, 2022 featuring Ben Offit, CFP®
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Compounding Magic: Positive or Negative?
Fulton Living Magazine - May 2022 featuring Ben Offit, CFP®
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Top 8 Estate Planning Goals for 2022
Fulton Living Magazine - March 2022 featuring Ben Offit, CFP®
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Expert Insight on Financial Planning for Retirement
MoneyGeek - featuring Laura Sendldorfer
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Expert Insight on Life Insurance and Estate Planning
MoneyGeek - featuring Laura Sendldorfer
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Another Year, Another Market Prediction
Fulton Living Magazine - February 2022, featuring Ben Offit, CFP®
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Overview Review of 2021
Fulton Living Magazine - January 2022, featuring Ben Offit, CFP®
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Market Trends & Concepts
Fulton Living Magazine - January 2022, featuring Ben Offit, CFP®
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End of The Year - Tax Time
Fulton Living Magazine - December 2021, featuring Ben Offit, CFP®
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What to know before doing any year-end portfolio balancing
CNBC - December 2021, featuring Ben Offit, CFP®
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Roth IRA Conversions - Everyone’s Favorite Tax Topic
Fulton Living Magazine - November 2021, featuring Ben Offit, CFP®
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The IRS Dirty Dozen and Related Scams to be Aware Of!
Fulton Living Magazine - October 2021, featuring Ben Offit, CFP®
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Financial Health for Mental Health Therapists with
Protecting Your Practice Podcast featuring Ben Offit, CFP®
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Student Loans
Fulton Living Magazine - September 2021, featuring Ben Offit, CFP®
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Tax Savings Strategies - AS EASY AS 1-2-3
Fulton Living, featuring Ben Offit, CPA, CFP®
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What the Heck are NFTs and SPACs?
Fulton Living, featuring Ben Offit, CPA, CFP®
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Expert Insight on Affordable Homeowners Insurance
moneygeek, featuring Laura Sendldorfer
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Expert Advice: Factors That Influence the Cost of Auto Insurance
moneygeek, featuring Laura Sendldorfer
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The Choice is Yours
Fulton Living Magazine - Mar 2021, featuring Ben Offit, CFP®
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Financial Things You Shouldn’t Do in 2021
Fulton Living Magazine - Feb 2021, featuring Ben Offit, CFP®
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What is Your Outlook for the Upcoming Year?
Fulton Living Magazine - Dec 2020, featuring Ben Offit, CFP®
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What’s Your Financial Health?
Fulton Living Magazine - Nov 2020, featuring Ben Offit, CFP®
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Tips and Strategies for Managing Physician Student Loans
The White Coat Investor, featuring Ben Offit, CFP®
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New Tax Proposals
Fulton Living Magazine - Jan 2021, featuring Ben Offit, CFP®
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What Is Volatility—And How Should You Manage It?
Forbes, featuring Ben Offit, CFP®
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Reverse Mortgages Get a New Look in Pandemic Times
Financial Advisor Magazine, featuring Ben Offit, CFP®
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Should Millenials Delay Retirement Savings to Travel the World?
Forbes, featuring Ben Offit, CFP®
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Snowbirds: When It's Time To Sell Your Primary Residence
CNBC, featuring Ben Offit, CFP®
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Go From Retirement Saving to Spending
The New York Times, featuring Ben Offit, CFP®
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Top Budget Busters for 30 Something's
US World News and Report, featuring Ben Offit, CFP®
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20 Things You Can Learn From Your Parents' Retirement
TIME, featuring Ben Offit, CFP®
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Obama's Fiduciary Rule
Opening Arguments Podcast, featuring Ben Offit, CFP®
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Annual Money Power Day' Offering Financial Advice-And More
CBS Local, featuring Ben Offit, CFP®
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Why Women Retire With Less Money
Investopedia, featuring Ben Offit, CFP®
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DOL Fiduciary Rule's Conflict-of-Interest Split Personality
Fiduciary News, featuring Ben Offit, CFP®
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Millenial Voices
SparkVision, featuring Ben Offit, CFP®
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Successful Strategies for the Savvy Chiropractor Professional
Maryland Chiropractic Association Journal, featuring Ben Offit, CFP®
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It's Time: 9 Signs You're Ready to Start Your Own Business
Recruiter.com, featuring Ben Offit, CFP®
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A Smart Financial Strategy for 30-Somethings
Self Lender, featuring Ben Offit, CFP®
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10 Tips For Women To Start Investing
Go Banking Rate, featuring Ben Offit, CFP®
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How to Start Saving for Retirement Now
Good Call, featuring Ben Offit, CFP®
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7 Ways You Can Prepare for Unexpected Medical Expenses
Deal News, featuring Ben Offit, CFP®
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5 Disability Insurance Myths That Need to Be Debunked
The Street, featuring Ben Offit, CFP®
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Is Cashing out a 401(k) to Pay Off Debt A Good Idea?
InvestmentZen.com, featuring Ben Offit, CFP®
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5 Questions to Ask About Long Term Care Insurance
InsuranceQuotes.com, featuring Ben Offit, CFP®
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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy
Fiduciary News, featuring Ben Offit, CFP®
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AUM Pricing: A Dinosaur in Today's Financial World?
Insurance News Net, featuring Ben Offit, CFP®
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The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.