2975 Westchester Avenue
In April 2012 Michael was featured on the CNN show "Your Bottom Line" with Christine Romans as part of CNN's coverage of National Autism Month.
The High Cost of Autism
In November 2015, Michael was featured on 2 Minute Tips for Autism with Kristin! discussing first steps for financial planning for families with Autism.
2 Minute Tips for Autism with Kristin!
In December 2018, Financial Advisor Online quoted Michael in the article "Executive Medical Plan Mitigated Annual $70,000 Out-of-Pocket Cost" about helping a client mitigate the cost of autism services.
Executive Medical Plan Mitigated Annual $70,000 Out-of-Pocket Cost
In the March 2018 issue of Financial Advisor Magazine, Michael was quoted the article "The Latest College Scene" about how the Tax Cuts and Jobs Act will impact families saving and paying for college.
The Latest College Scene
In the March 2017 issue of Financial Advisor Magazine, Michael was quoted the article "College Math" about financial strategies to cut college costs.
In the April 2015 issue of Financial Advisor Magazine, Michael was quoted in the article "Helping Hand" discussing the ABLE Act and issues affecting special needs planning.
In the September 2014 issue of Financial Advisor Magazine, Michael was quoted in the article "Tackling Diploma Debt" about student loan repayment strategies.
Tackling Diploma Debt
In December 2013, Michael was quoted on ThinkAdvisor.com in the article "Chartered Special Needs Consultant Designation a ‘Huge Step Forward’" (free registration required)
ChSNC a Huge Step Forward
In the July 2012 issue of Financial Advisor Magazine, Michael was quoted in the article "The Higher Costs of Higher Education" about 529 plans.
The Higher Cost of Higher Education
In the March 2011 issue of Financial Advisor Magazine, Michael was quoted in the article "Special Consideration" about special needs planning.
Michael was featured on CNN as part of their coverage of the first National Autism Day in April 2008.
CNN Transcript of National Autism Day 2008
Content in this material is for general information only and not indented to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
LPL Financial does not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their own circumstances.
LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affilliate of LPL Financial.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Investors should consider the investment objectives, risks, charges and expenses associated with the municipal fund securities carefully before investing. The issuer's official statement contains this and other information about the investment. You can obtain an official statement from your financial representative. Read carefully before investing.