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Interviews

Interviews

Top Performing Funds

Megan Trask, CFP interview by Financial Planning Magazine about Top-Performing Funds.

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HSAs For Wealthy Clients?

Michael Tedone, CPA/PFS interviewed by Financial Advisor Magazine about HSA accounts.

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HBJ Succession Planning

Kevin Leahy and Denis Horrigan discuss business succession plans and the importance of planning.

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Next-Generation Workforce

Kevin C. Leahy CPA, CFP® interviewed by the HBJ about the rapidly aging advisor population.

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Get Back on Track in 2017

Jarrett F. Solomon, CFP®, CIMA® interviewed by US News to discuss mistakes investors made in 2016.

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Signs of Hidden Stress

Jarrett F. Solomon, CFP®, CIMA® interviewed by Investor's Business Daily to discuss how advisors spot signs of clients' financial anxiety.

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Keep on Track

Jarrett F. Solomon, CFP®, CIMA® interviewed by MONEY for the piece What’s the Best Way to Keep My Retirement Portfolio Mix on Track?

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The Graduation Gift That Grows

Denis M. Horrigan, CFP® was interviewed by Newsday for the piece, Give Stock: The Graduation Gift that Grows Over Time.

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Five Most Important Years

Denis M. Horrigan, CFP® was interviewed by MONEY article, The Five Most Important Years for Your Financial Life.

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Fiduciary Rule

Jarrett F. Solomon, CFP®, CIMA® interviewed by Financial Planning magazine for the article, A Seismic Shift: Industry Reacts to Fiduciary Rule.

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It's Time for CPAs to Demand Their Clients’ Advisors Follow a Fiduciary Standard

Kevin C. Leahy, CPA, CFP®, was interviewed by AccountingWEB on March 30, 2016 for their article It's Time for CPAs to Demand Their Clients’ Advisors Follow a Fiduciary Standard.

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Investing Advice: It’s Not One Size Fits All

Kevin C. Leahy, CPA, CFP®, was interviewed by US News on March 14, 2016 for the piece Investing Advice: It’s Not One Size Fits All.

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New Tax Rules for 2015 and Beyond

Michael A. Tedone, CPA/PFS was interviewed by Financial Advisor magazine for the February 1, 2016 article New Tax Rules for 2015 and Beyond.

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Advisers Work to Steady Anxious Investors

Jarrett F. Solomon, CFP®, CIMA was interviewed by The Wall Street Journal on January 7, 2016 for the article Advisers Work to Steady Anxious Investors.

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Savvy Advisors Elicit Wisdom From Mentors

Denis M. Horrigan, CFP® was interviewed by Investor’s Business Daily for the December 31, 2015 article Savvy Advisors Elicit Wisdom From Mentors.

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Why Tax-Loss Harvesting Is Important for Investors

Michael A. Tedone, CPA/PFS was interviewed by U.S. News & World Report for the December 28, 2015 article Why Tax-Loss Harvesting Is Important for Investors.

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Take These Steps to Avoid Going From Riches to Rags

Denis M. Horrigan, CFP® was interviewed by CNBC for the October 9, 2015 article Take These Steps to Avoid Going From Riches to Rags.

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How to Avoid Making Mistakes With Your 529 College Savings

Elizabeth A. DeBassio CPA/PFS was interviewed by U.S. News and World Report for the September 10, 2015 piece How to Avoid Making Mistakes With Your 529 College Savings.

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Grandparents: Don’t Make a 529 Plan Mistake

Elizabeth A. DeBassio CPA/PFS was interviewed by U.S. News for the September 8, 2015 piece Grandparents: Don’t Make a 529 Plan Mistake.

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How to Avoid a Surprise Hit When Interest Rates Go Up

Denis M. Horrigan, CFP® was interviewed by Inc. for the September 2, 2015 article How to Avoid a Surprise Hit When Interest Rates Go Up.

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Afraid Your Retirement Nest Egg Won’t Last Long?

Kevin C. Leahy, CPA, CFP® was interviewed by The Washington Post for the July 25, 2015 piece Afraid Your Retirement Nest Egg Won’t Last Long?

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Here’s What to Do If Your 401(k) Stinks

Michael A. Tedone, CPA/PFS was interviewed by MONEY for the July 15, 2015 Ask the Expert column Here’s What to Do If Your 401(k) Stinks.

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My Favorite Personal Finance Book

Kevin C. Leahy, CPA, CFP® shares his favorite personal finance book with Forbes on March 24, 2015.

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What Investors Should Be Thinking About with the Stock Market and the Economy

Our own Kathy M. Christensen, CPA/PFS was interviewed by CNN Money for an April 24, 2015 story about what investors should be thinking about with the stock market and the economy.

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Year-end Tax Planning Ideas

Micheal Tedone, CPA/PFS was interviewed by Financial Advisor magazine on October 1, 2014 and discussed year-end tax planning.

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“How Much Do You Need For Retirement”

Jarrett F. Solomon, CFP®, CIMA® was recently interviewed by The Hartford Courant for the September 26, 2014 article “How Much Do You Need For Retirement”.

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Preventing a Rift Among Siblings 

Jarrett F. Solomon, CFP®, CIMA® was interviewed by Jesse Sunenblick, of The Wall Street Journal for the January 14, 2014 article “Preventing a Rift Among Siblings”.

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Media contact

For all Media Requests, please contact the following member of the firm:

Jessica Elle Rosa

  JessicaR@mintz-hoke.com

  (860) 679-9876

  281 Farmington Avenue
Farmington, CT 06032-1911

  (860) 470-0290

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