Featured Press
- Interviewed and Quoted for Grow Acorns article, “4 Money Moves to Make in Your 40s to Prepare for Retirement,” by Myelle Lansat, September 25, 2019
- Interviewed and Quoted for Finance 101 article, “Financial Planning for Same-Sex Couples,” by Lara McCaffrey, September 12, 2019
- Author, CNBC.com article, “Investing Today for the LGBTQ Community,” June 4 , 2019
- Co-chair, PridePlanners National Conference, Boston, MA Changing Landscapes: Financial Planning for LGBT Clients and/or Unmarried Couples, September 25, 2015
- Featured Speaker, Financial Planning Association's National Conference, Boston, MA, "LGBT Financial Planning: Next Steps Married or Unmarried," September 26, 2015
- Interviewed on Bloomberg Radio, Financial Planning Association's National Conference, September 28, 2015
- Interviewed and quoted, "Get What's Yours: The Secrets to Maxing Out Your Social Security," by Lawrence J. Kotlikoff, Philip Moeller, Paul Solman, 2015
- Interviewed and quoted for CNBC.com article, "Same-Sex Ruling Levels Financial Playing Field," by Ilana Polyak, June 26, 2015
- Interviewed and quoted for CNBC.com article, "How SCOTUS' Same Sex Ruling Will Impact Couples' Finances," by Kelley Holland, June 26, 2015
- Interviewed and quoted for MarketWatch.com article, "How Gay Couples Should Plan Finances Ahead of the Supreme Court Ruling," by Priya Anand, February 9, 2015
- Interviewed and quoted for ThinkAdvisor.com article, "Rainbow Warriors," by Olivia Mellan and Sherry Christie, February 2, 2015
- Author, Money Magazine, "5 Ways DOMA's Demise Changed the Finances of Same-Sex Married Couples", June 25, 2014
- Interviewed and Quoted for Boston Globe Article, "For Many Same-Sex Couples, Equality Comes at Cost", by Sean Lavery, February 16, 2014
- Featured Panelist, Fenway Community Health Center, Boston, MA, "Post-DOMA Financial Planning", November 19, 2013
- Featured Speaker, National Conference of PridePlanners, Orlando, FL, "Financial Planning in Same Sex Marriages", October 18, 2013
- Featured Speaker, Women's Week, Provincetown, MA, "Financial Planning in Same Sex Marriages", October 13, 2013
- Featured Speaker, Financial Planning Association of Massachusetts, "DOMA is Dead (Mostly): What's Next for Planning for Same Sex Couples", July 17, 2013
- Featured Guest Speaker, "Something More with Chris Boyd", WXTK 95.1 FM, on the Impact of DOMA Repeal and What's Next for Planning for Same-Sex Couples, June 29, 2013
- Interviewed and Quoted for Financial Advisor Magazine Article, "Supreme Court Decisions Bring Financial Advantages for Gay Clients", by Ted Knutson, June 26, 2013
- Featured Speaker, College for Financial Planning National Conference, Las Vegas, NV "Planning Strategies for Same Sex Couples", May 2013
- Interviewed and quoted for Boston Business Journal article, "Lessons Learned", March 29, 2013
- Author, "Financial Planning Advice for LGBT Families", Boston.com, March 26, 2013
- Interviewed and quoted for Boston.com article, "The Most Common Financial Planning Mistakes", February 22, 2013
- Interviewed and quoted for msn.com article, "Gay Marriages Can Muddle Finances" by Liz Weston, MSN Money, February 8, 2013
- Interviewed and quoted for msn.com article, "Money Smart: Your 2013 Guide if You're Retiring", by Jeff Wuorio, December 19, 2012
- Interviewed and quoted for Financial Planning Association article, "Financial Primer for the Contemporary American Household", by David Port, July 2012
- Interviewed and quoted for PBS nextavenue website, "How to Beat the Soaring Cost of Long-Term Care Insurance", by Ben Popken, June 25, 2012
- Interviewed and quoted for msn.com article, "Can You Retire Before 2013?", by Jeff Wuorio, December 23, 2011
- Interviewed and quoted for USA Weekend article, "Think Before You Borrow from Your 401(k)", by Jeff Wuorio, December 8, 2011
- Interviewed and quoted for msnbc.com article, "3 Ways to Get More Return on Your Savings", by Martha White, August 15, 2011
- Interviewed and quoted for Boston Globe article, "Tips for Building a Better Nest Egg", by Gillian Rich, March 6, 2011
- Interviewed and quoted for Boston Sunday Globe article, "Cashing in Wisely", by Ted Siefer, special section "Living Better, Living Longer", February 27, 2011
- Interviewed and quoted for Boston Globe, "Learning to Adjust", by Robert Gavin, November 2010
- Interviewed and quoted for Christian Science Monitor, "Can You Ditch Your Life Insurance?", by G. Jeffrey MacDonald, November 2010
- Featured speaker, Financial Planning Association Annual Conference, Denver, CO, "Insurance Strategies for LGBT, Non-Traditional and Unmarried Couples", October 9, 2010
- Interviewed and quoted for Wall Street Journal article, "Help for Long-Term Care Costs", by Kristen Gerencher, September 19, 2010
- Interviewed and quoted for CBS moneywatch.com article,"Money Tips for Gay Couples", February 2010
- Board Member of PridePlanners since 2004. Arranged for the Keynote appearance at PridePlanners September 2007 conference of Congressman and House
Financial Services Chairman, Barney Frank
- Please click here to view a printable version of Stuart's Featured Press and Professional Credits
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