MEMBERS IN THE MEDIA

Richard Gotterer (Wescott Financial Advisory) authored FPAnet.org/NASDAQ.com January 9, 2012, article, “Is 2012 the Year That I Should Pay Off My Home Mortgage?” (click here for the article).

Ashley O’Kurley (John Hancock Financial) and Harriet Brackey (Enrichment Group) were featured in Miami Herald January 7, 2012, article, “A Financial Diet for the New Year” (click here for the article).

Harold Evensky (Evensky Katz) was featured in Wall Street Journal/Yahoo! Finance January 4, 2012, article, “5 Things You Must Do Now if You Plan to Retire in 2012” (click here for the article).

Cathy Pareto (Cathy Pareto and Associates) was featured in Miami Herald December 11, 2011, article, “Is Florida’s ‘Prepaid College’ a Good Option? Do the Math” (click here for the article).

Ana Cela Harris (Cela Advisors) was featured in Miami Herald December 10, 2011, article, “Out with the Old…”(click here for the article).

Deena Katz (Evensky Katz) was featured in Financial Planning December 2011, article, “Replacing Yourself” (click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org December 5, 2011, article, “Financial Planning for Your Special Needs Family in Divorce” (click here for the article).

Ana Maria Martinetti-Katz (Cathy Pareto and Associates) was featured in Miami Herald November 20, 2011, article, “How to Save Some Green This Holiday Season” (click here for the article).

Elaine King (Lubitz Financial Group) and Ana Maria Martinetti-Katz (Cathy Pareto and Associates) were featured in Florida Trend November 2011 article, “Tax Planning – Plan of a Tax” (click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org November 7, 2011, article, “Financial Planning Insights for International Divorce” (click here for the article).

Linda Lubitz Boone (Lubitz Financial Group) was featured in Financial Planning November 1, 2011, article, "Successful Transitions" (click here for the article).

Elaine King (Lubitz Financial Group), Charles Sachs (Evensky Katz), and Margaret Starner (Raymond James) were featured in Miami Herald October 29, 2011, article, “Navigating Your Finances Today” (click here for the article).

Elaine King (Lubitz Financial Group) was interviewed on October 28, 2011, MEGA 94.5 FM Radio Show, to discuss South Florida Financial Planning Day and provide financial insights.

Debra Gauthier (Wells Fargo) and Cathy Pareto (Cathy Pareto and Associates) were interviewed on October 26, 2011, 1080AM The Answer and 610 WIOD AM’s Mission Possible/The Good News to promote South Florida Financial Planning Day.

Philip Herzberg was interviewed on October 19, 2011, WHQT Hot 105 FM Rodney Baltimore Community News, “Speak and Get Help From a Financial Planner for Free” (click here to download and listen).

Richard Gotterer (Wescott Financial Advisory) authored Miami Herald Business Monday My View October 10, 2011, article, “Should Election Year Change Investment Strategy?”

Kathy Sarmiento (SHINE/Alliance for Aging) was featured in Miami Herald October 9, 2011, article, "Medicare Open Enrollment: Navigating Plans" (click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org October 3, 2011, article, “Assessing Your Retirement and Employee Benefits During Your Divorce” (click here for the article).

Frank Armstrong (Investor Solutions) was featured in Sun-Sentinel October 2, 2011, article, “Bad Investment Advice? South Florida Case Highlights What You Can Do” (click here for the article).

Philip Herzberg (Ladenburg Thalmann) was featured in FPA E-Newsletter September 28, 2011, article, “Be Wise at Work: Use Open Enrollment to Your Benefit” (click here for the article).

Elaine King (Lubitz Financial Group) was featured on September 22, 2011, PBS Nightly Business Report Kids and Cash: Financial Education Program to discuss “Saving Money the Family Way” (click here to watch video).

Philip Herzberg was interviewed on September 18, 2011, WLYF LITE 101.5 FM South Florida Spotlite Program with Ellen Jaffe to discuss “South Florida Financial Planning Day” (click here to download and listen to the interview).

Ellen Siegel (Ellen Siegel and Associates) was interviewed on PBS Nightly Business Report program on September 16, 2011, to discuss “Protecting Your Portfolio” (click here for the transcript).

Elaine King (Lubitz Financial Group) was featured in U.S. News and World Report September 12, 2011, article, “How to Catch Up After a Retirement Savings Break” (click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org September 6, 2011, article, “Financial Planning For Relocation During Divorce” (click here for the article).

Ellen Siegel (Ellen Siegel and Associates) was featured in Miami Herald August 20, 2011, article, “Shopping for Happiness” (click here for the article).

Elaine King (Lubitz Financial Group), Charles Sachs (Evensky Katz), Jean-Pierre Bado (Wells Fargo), Jorge Padilla (Lubitz Financial Group), and Samantha Davis (Florida International University) volunteered at CBS 4 Neighbors 4 Neighbors Phone Bank August 15, 2011, to provide qualified and objective advice to South Florida viewers who had questions about recent stock market activity and personal investments.

Lane Jones (Evensky Katz) was featured in Wall Street Journal and Yahoo!Finance August 14, 2011, article, “Which Way to Retirement?” (click here for the article)

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org August 1, 2011, article, "Tax Issues and Divorce Financial Planning Considerations" (click here for the article).

Cathy Pareto (Cathy Pareto and Associates) was featured in Miami Herald July 27, 2011, article, "Debt Ceiling Debate Not End of the World" (click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored NASDAQ and FPAnet.org July 27, 2011, article, "Money Matters for College Bound Students" (click here for the article).

FPA of Miami-Dade was attributed in Miami Herald Money Section July 23, 2011, "Lessons Learned - Consumer Tips for Recent College Grads and Young Professionals."

Ana Cela Harris (Cela Advisors) was featured in Bankrate.com July 22, 2011, article, "Get Rental Income From Your Home" (click here for the article).

Elaine King (Lubitz Financial Group) was interviewed on 610 WIOD AM July 15, 2011, to discuss credit card use.

Debbie Gauthier (Wells Fargo) and Cathy Pareto (Cathy Pareto and Associates) were interviewed on 1080AM The Answer and 610 WIOD AM’s Mission Possible/The Good News July 11, 2011, to discuss the FPA of Miami-Dade’s involvement in raising professional public awareness and providing qualified financial planning services, as well as the Community Outreach Program volunteers’ commitment to fostering financial literacy through sharing their expertise with the community. (click here to download and listen to the interview)

Harold Evensky (Evensky Katz) was featured in Sun-Sentinel July 7, 2011, article, “3 Ways to Cut $2,400 When Paychecks Aren’t Keeping Up With Costs”(click here for the article).

Elaine King (Lubitz Financial Group) and Philip Herzberg (Ladenburg Thalmann) co-authored FPAnet.org July 5, 2011, article, “College Planning Tips and Guidance for Divorcing Parents”(click here for the article).

Harold Evensky authored Journal of Financial Planning July 2011 article, "Understanding Risk Tolerance to Remain Compliant" (click here for the article).

Chapter members – please send items for the “ABOUT OUR MEMBERS” section of our website to Amy Miller, at info@fpamiamidade.org. We want to share your news!