Press

July 3, 2013 “Report From the Citizens Climate Lobby Conference in D.C.” Baristanet. Roger described the content and activities of the CCL conference, as well as the Congressional lobbying effort.

June 17, 2013 “Activist Members of Montclair’s Citizens Climate Lobby Chapter Head to D.C.Baristanet. Roger was interviewed on his concerns about climate change.

March 8, 2012 “Boomer U. – Older Adults Go Back to School” The Fiscal Times. Roger offered advice for older workers who have gone back to school for retraining.

January 9, 2012 “ Getting Clients to Take Action Wall Street Journal.  Roger was quoted about best practices for client service.

August 18, 2011 The Case for Doing Nothing SmartMoney.com. Roger was quoted about not overreacting to stock market fluctuations.

May 27, 2010 “Is the Stock Market Correction Over?“  SmartMoney.com.  Roger was quoted about the wisdom of ignoring short-term market moves.

May 21, 2010 After Market Slide, What’s Your Next Move?“  SmartMoney.com.  Roger was interviewed about his long-term approach to investing.

June 16, 2009 Advisors Enter Blogosphere Investment News.  Roger was interviewed for an article on using blogs to communicate with clients and prospects.

May 17, 2008 Five Basics for Building a Solid Financial Future the New York Times. This article quoted Roger on why most people need help managing their financial affairs.

March 19, 2006 IRA Can Balance Other Holdings“ The Daily Record. This article quoted Roger on which investments to include in IRAs.

January 31, 2006 5 Tips: How to Find the Best Person for Your Financial Needs CNN.com.  This article quoted Roger on warning signs in choosing a financial planner. Access this article.

December 25, 2005 Planners: Heed the Values of Investors The Daily Record. Warren quoted Roger on his investment philosophy.

June 12, 2005 Spring Cleaning Tips for Finances The Daily Record. Warren quoted Roger on priorities and strategies for financial planning.

April 7, 2005, PR Web Newswire Service published an article by Roger Streit called “Securing Your Financial Future” about lessons you can learn from the Social Security debate. Among the ten essential things you must do to ensure your financial well-being are tips on budgeting, increasing savings, planning, and making wise investment choices in retirement and taxable accounts. To learn how you can “plan ahead so that your money lasts as long as you do” click here. On April 13, 2005, My Nippon used “Securing Your Financial Future” in a section on Social Security Privatization. Imbedded in their version are many links to related subjects. To view this article click here.

March 28, 2005 The Daily Record quoted Roger for an article on Social Security and private accounts.

October 13, 2004 The Daily Record interviewed Roger for an article on Financial Planning Mistakes Smart People Make.

Roger Streit wrote the August 29, 2004 column Best Three Ideas for the Star-Ledger, where he offered three investments for consideration. The three no-load index funds mentioned are just some of the funds recommended by Key Financial Solutions. Streit refers to this article as “the one your broker hopes you do not read,” because the emphasis is on low-cost funds. To download the column click here.

The May/June 2004 issue of Wealth and Retirement Planner, Advanced Solutions for the Intelligent Advisor quoted Roger Streit in an article on financial planning for blended families called All In The Stepfamily The article covered insurance, wills, trusts, budgeting, college planning and prenuptial agreements. To download this article click here.

Roger Streit contributed two tips to the book: Just Give Me The Answer$ – Expert Advisors Address Your Most Pressing Financial Questions (Dearborn Trade Press, June 2004). This book, by Sheryl Garrett with Marie Swift and The Garrett Planning Network, includes advice from over 70 fee-only financial planners on a wide range of topics. Tip 17, When Rethinking the Rules Makes Sense, is part of the Financial Planning Fundamentals section. Tip 95, Investment Mistakes to Avoid, is in the Investing section.