In The Media

Explore thoughtful perspectives and practical insights on financial topics that matter, designed to inform and guide you through retirement’s most important decisions.

Money tips after a layoff

Shelby Rothman joined KABC-TV to share tips to help you…

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Possible health and economic impacts after Chevron refinery fire

Last week’s fire at the Chevron Refinery could cause a…

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HELOC Balances Have Risen 27%—So Why Do Financial Advisers Agree It’s Still the Best Option for Certain Homeowners?

Home Equity Lines of Credit (HELOC) balances are on the…

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Markets react to Trump’s swift tariff strategy; advisors urge patience | FOX 11 Los Angeles

Shelby Rothman Featured on FOX 11 News When financial markets…

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Car prices expected to soar by up to $12K as new auto tariffs hit | FOX 11 Los Angeles

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Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothman

On the episode of the Only Human podcast, behavioral financial…

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Trump tariffs could raise price of rebuilding for Eaton, Palisades fire victims

Many homeowners are rebuilding their homes after the wildfire destruction….

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How the Social Security Fairness Act is helping retirees

The Social Security Fairness Act could significantly increase benefits for…

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EnJoy Financial, Recovering From Natural Disasters

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EnJoy Financial, Holiday Travel

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