Clips
How to Hire Bosses Above Your Startup's Early Employees, and Keep Everyone Happy
Inc. Magazine
How do you hire new bosses at your growing company without alienating your early employees?
Identity-theft victims pay a high price when their data get stolen
Bankrate.com
A profile of Americans who experienced identity theft, along with tips on how to prevent it.
A Matter of Trust
Wall Street Journal
For those leaving property and other assets to heirs via a trust, one of the most important estate-planning decisions you will make is is deciding who will run the trust after you are gone.
Rebrands Can Be Tricky and Expensive. Here's How to Get It Right the First Time
Inc. Magazine
Rebranding is expensive, but sometimes it's necessary. Here's how to get the most out of your new identity.
Parents & Money: Financial Wellness Among American Families
Policygenius
The first annual Policygenius Parents & Money survey and white paper sought to analyze financial wellness among American parents of varying age, gender and marital status.
Couples that don't share credit scores are more likely to split, survey says
Policygenius
A Policygenius survey found nearly one in five (17.5%) individuals in relationships who don't know each others' credit scores plan to leave their partner due to money issues.
Many Americans are underinsured, survey suggests
Policygenius
Per a Policygenius survey, only 32% of Americans have life insurance — and even fewer people (12.5%) have disability insurance.
3 Ways to Recession-Proof Your Company—and Why Right Now Is the Best Time to Do It
Inc. Magazine
The next downturn is inevitable. Its impact on your company isn't.
Banks and Nonbanks Need Each Other
American Banker
An op-ed on looking at why traditional and non-traditonal FIS should become friends.
JPM's Mary Callahan Erdoes: 'Proud to Be a Banker'
American Banker
Coverage for American Banker Magazine's 2013 "Most Powerful Women in Banking" Gala.
Inc. Magazine
How do you hire new bosses at your growing company without alienating your early employees?
Identity-theft victims pay a high price when their data get stolen
Bankrate.com
A profile of Americans who experienced identity theft, along with tips on how to prevent it.
A Matter of Trust
Wall Street Journal
For those leaving property and other assets to heirs via a trust, one of the most important estate-planning decisions you will make is is deciding who will run the trust after you are gone.
Rebrands Can Be Tricky and Expensive. Here's How to Get It Right the First Time
Inc. Magazine
Rebranding is expensive, but sometimes it's necessary. Here's how to get the most out of your new identity.
Parents & Money: Financial Wellness Among American Families
Policygenius
The first annual Policygenius Parents & Money survey and white paper sought to analyze financial wellness among American parents of varying age, gender and marital status.
Couples that don't share credit scores are more likely to split, survey says
Policygenius
A Policygenius survey found nearly one in five (17.5%) individuals in relationships who don't know each others' credit scores plan to leave their partner due to money issues.
Many Americans are underinsured, survey suggests
Policygenius
Per a Policygenius survey, only 32% of Americans have life insurance — and even fewer people (12.5%) have disability insurance.
3 Ways to Recession-Proof Your Company—and Why Right Now Is the Best Time to Do It
Inc. Magazine
The next downturn is inevitable. Its impact on your company isn't.
Banks and Nonbanks Need Each Other
American Banker
An op-ed on looking at why traditional and non-traditonal FIS should become friends.
JPM's Mary Callahan Erdoes: 'Proud to Be a Banker'
American Banker
Coverage for American Banker Magazine's 2013 "Most Powerful Women in Banking" Gala.
Media Appearances
- Yahoo Finance: Holiday credit card tips (above)
- The Willis Report: Pros and Cons of Gift cards
- NPR's Marketplace: Millennials and credit cards
- Good Morning America: Dangers at the ATM
Quoted in the Press
- New York Times: Protect Yourself While Shopping on Black Friday and Beyond (11/25/2014)
- Washington Post: Why Millennials Prefer Electronic Gift Cards (11/5/2014)
- USA Today: E-gift Cards a Hot Item for the Holidays (11/9/2014)
- U.S. News and World Report: Almost Half of American Aren't Saving Enough (3/30/2015)
- Vox.com: Millennials Aren't Using Credit Cards (9/8/2014)
- CNNMoney: Millennials Are Saying No to Credit Cards (9/8/2014)
- International Business Times: Credit Card Rewards 2015 (6/11/2015)
- Slate: Sam's Club Debuts More Secure Credit Card (6/5/2014)
- Fortune: How to Make the Most Out of Gifting Gift Cards (11/10/2014)