In the Media

Check out the articles below to see what our Founder, Elias Friedman, has to say regarding various financial topics.

Kadima Wealth Publishes Retirement Planning Advice for Well-off Individuals Approaching Retirement Age
Business Insider
The Riskiest Places to Keep Your Retirement Money Right Now, According to Advisors
Finance Buzz
Americans rethink Social Security timing as longer lifespans and insolvency fears raise the stakes
Fox Business
Older Men Reveal The Things They’ve Completely Stopped Caring About — And They Have Zero Regrets
Huffpost
We’re New Yorkers with $3.8M. We Plan to Retire in South Carolina, but My Wife Worries We Will Regret It.
Kiplinger
5 signs you might miss that it’s time to fire your financial advisor
Market Watch
I’m 65 and when my husband died, ‘I had to raid his 401(k).’ Now I’m thinking of selling my rental condo, but is that the right move?
Market Watch
I’m 63 with $1M in stock. I pay my adviser 1% — but I’m only getting a 7% return. Is it time to find a new adviser?
Market Watch
I have $1.1M — and I want a financial adviser to help me create a plan. What’s smarter: flat fee, a percentage fee or something else?
Market Watch
I Had ChatGPT Pick 5 Stocks for 2026 — Then Got a Portfolio Manager’s Verdict
MoneyLion
I’m a Financial Advisor: What I Wish Gen Z Knew About Getting Help With Their Money
MoneyLion
The $1M threshold that explains why most families never build generational wealth
MoneyLion
What Upper Class Living Really Costs Younger Americans vs. Retirees in 2026
MoneyLion
New York Post: Many older millennials are over $400K short of key retirement targets for their 40s
New York Post
Rising Life Expectancy Is Threatening Social Security and the Future of Homeownership
Realtor.com
Older Millennials Have Less Than 20 Years To Save Enough for Retirement—and They’re Already $427K Behind
Realtor.com
3 Worst States To Retire In If You Plan On Living On Social Security Alone
Yahoo Finance
Mint app shut down, here’s where users went next
USA Today