Articles, Papers & Blogs
A geek by nature, Lena stays on top of current policy and the most cutting-edge financial strategies. Check out her published articles, industry newsletters and blog for in-depth analysis and commentary on taxes, estate and trust planning, retirement strategies and more!
Mosaic Newsletter Archives
October 25, 2012
“Fiscal Cliff Fiasco + Personal Finance for Women”
August 7, 2012
“A Reliable Income Stream + Summer Fun”
June 27, 2012
“Health Care Controversy + VA Benefits on Video”
May 16, 2012
“Election Directions + Willard Scott + Annuity Surrenders”
March 29, 2012
“Financial Literacy Month + LTCI Redux + Who’s A Shot-Caller?”
February 22, 2012
“Tax Breaks that Hurt + The Case for Annuities”
January 17, 2012
“Retirement for Superstars + Carrie Bradshaw on A Budget + Wisdom for 2012″
December 21, 2011 – “The Land of Opportunity + VA Exits +Money Management Skillz”
November 17, 2011 – “Year-End Tax Tips + Financial Empowerment + Dubai Dreams”
October 12, 2011 – “Pumpkin patches + Piece-meal Legislation + Financial literacy”
September 22, 2011 – “Congressional compromise, 2012 tax changes and NYSE cameos…”
August 31, 2011 – “The debt, downgrade, Eurodrama, disasters”
July 27, 2011 – “What’s Hot and Happening in July!”
June 29, 2011 – “Debt Drama”
June 9, 2011 – “The Power Couple”
May 25, 2011 – “CLASS-up your retirement plan”
May 10, 2011 – “LTC with Flexibility”
April 2011 – “Deficit Dilemma”
Latest Published Articles
October 23, 2012
“On the Chopping Block”- Wealth Management
July 10, 2012
“The Health Care Debate Decided…For Now”- Wealth Management
June 2012
“A Reliable Income Stream”- Trusts & Estates Magazine
March 28, 2012
“April is National Financial Literacy Month”- Trusts & Estates Magazine
September 28, 2011
“Calling the Shots for Economic Recovery and Deficit Reform”- Trusts & Estates Magazine
August 31, 2011
“What’s Next After the Debt Ceiling Debate?”- Trusts & Estates Magazine
August 2011
“Taking Another Look at Roth IRAs”- Published in Trusts & Estates Magazine
July 25, 2011
“Are the New Frank-Dodd Regulations Good for the Insurance Business?”- Registered Rep Magazine
July 20, 2011
“The Debt Ceiling Dilemma”- Trusts & Estates Magazine
June 22, 2011
“Change is on the Way” – Trusts & Estates Magazine
April 27, 2011
“Beyond the Budget” – Trusts & Estates Magazine