Our Press Room

Money Plans is often in the news with general advice for the public. But, of course, only our clients can receive personalized service!

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Recent Press

The $70,000 Question.

Peg advises a young woman on what to do with an inheritance. Compare her advice with that of two other planners. Surprise answer: Keep some of her debt. See why in this Washington Post article.

Smart Money Moves for At-Home Moms.

"You need retirement money in your name in case you get divorced or your husband dies…." Featured in Parents Magazine.

One Crisis at a Time: 10 Steps to a Financial Piece of Mind During Treatment.

"Good financial decisions are seldom made under intense emotion" says Peg Downey. See the whole article in Cure Today.

New parents' top 10 money mistakes-MSN Money.

"It meets most people's needs" and "it's the simplest and cheapest kind," says Peg Downey about term life insurance in Money Central.

Don't forget your U.S. Savings Bonds.

Denise adds U.S. savings bonds to the safety list in Newsweek.

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