News & Recognition

 

We are sincerely honored that our community and industry peers recognize our work as top notch. We are grateful to do the work we love!

Being invited to share our thoughts by national and local media outlets is also a privilege.

Recognition

Please click on each Recognition for Important Disclosure Information and Methodology specifically related to that award.

Jeremiah Winters in MoneyGeek The 401(k): Retirement Fund Basics

Jeremiah Winters in MoneyGeek The 401(k): Retirement Fund Basics

Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “The 401(k): Retirement Fund Basics” “I advise everyone to contribute to their 401(k), at least up to the company match, because any matching funds are like a pay increase. Don’t leave...

Jeremiah Winters in MoneyGeek Financial Independence for Women

Jeremiah Winters in MoneyGeek Financial Independence for Women

Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “Insight on Financial Independence for Women” “I think the most unique financial challenges that women face are longevity risks coupled with the potential need for long-term care.” Read...

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