In the press
Jeremy Keil Featured In
New York Times: You Can No Longer Buy Paper Inflation Bonds With Your Tax Refund
Wall Street Journal: Making Money on I Bonds Was Easy. The Tax Paperwork Isn’t.
Wall Street Journal: Where Will CD Rates Go in 2024?
New York Times: You Can Use Your Tax Refund to Buy I Bonds, but Should You?
Jeremy's book, Retire Today has been cited as one of the Best Retirement Planning Books for 2025!
Buy Retire Today, one of the top retirement books for 2025.
Wall Street Journal
Making Money on I Bonds Was Easy. The Tax Paperwork Isn’t.
Where Will CD Rates Go in 2024?
NY Times
Should you use Your Tax Refund to Buy I Bonds?
CNBC
Here’s what investors should consider now that Series I bonds are paying 5.27%
How to get the best of both worlds with I Bonds (October 2022)
How to Buy 9.62% I Bonds Before It's Too Late (October 2022)
Here's the best time to cash in your I Bonds
How to Buy Treasury Bills as some Yields reach 5%
How to Build a Treasury Bill Bond Ladder
When it makes sense to buy extra paper Series I Bonds with your tax refund
Demand for I Bonds Crashes TreasuryDirect (October 2022)
AP News
Dreaming of $1.5B Powerball prize? Consider not taking cash
CBS News
How to Decide Between Lump Sum or Annuity with the $1.5B Powerball Lottery
Bloomberg
How to get more than $250k in FDIC Insurance
Forbes
Why ESG Funds Don't Live Up to the Hype
CFA: Chartered Financial Advisors are the Rockstars of Finance
ChFC: What is a Chartered Financial Consultant?
5 Reasons why it Makes Sense to Claim Social Security as Late as Possible
Why it May Make Sense to Claim Social Security as Early as Possible
Fortune
Don't take the Powerball Jackpot as Cash
Kiplinger
11 Money Moves to Make in the Decade Before You Retire
Business Insider
What to Know About US Savings Bonds
How to Recession Proof my Finances
MarketWatch
Year-End Guide to Charitable Giving
Using I Bonds can be Smart for your Retirement Mix
How to Fight Inflation
Make These Moves to Combat Inflation During Your Retirement
Here's how to save $60k for a Home Down Payment
US Treasury adds a Fixed Rate to I Bonds
Washington Times
Consider not taking cash with the Powerball Prize
US News
How to Change Your Address with Social Security
Consider not taking the cash with the $1.2B Powerball Prize
Yahoo Finance
I’m a Retirement Planner: Here’s Why You Shouldn’t Rely on Social Security Benefits
9 Money Moves to Make Right Now (May 2021)
Social Security Survivor Benefits: What you need to Know
9 Things Most Retirees Don't Know About Social Security
The Street
Growing your Social Security is your #1 Weapon to Fight Inflation
Money.com
5 Tips for Investors After the Stock Market's Worst Year Since 2008
The US Sun
How Working Affects Your Social Security
The Balance
How does Term Life Insurance Work?
How to Gift Savings Bonds
Financial Advisor Magazine
I Bonds offer Cash Play as Yields Top 8.5% over Next Year (April 2022)
Social Security is More Valuable than Ever - Even for Millionaires
Investment News
Rising Interest Rates make Cash Management Fun Again
WealthManagement.com
How to Safely Store Deposits when Clients have More than $250k
The Street
How Financial Advisors can make Marketing Work for Them
Why buy I Bonds Now? (April 2022)
WealthTender
CFP: What is a Certified Financial Planner?
Looking for a Milwaukee Financial Advisor?
Advisor Magazine
How to Combat Inflation
RetirementInvestor.io
October 2021 Will Probably be the Best Month Ever to Buy I Bonds
FaithFI.com
3 Ways to Reduce Taxes in Retirement
NextAvenue.org
Use I Bonds to Safely Earn More on Your Savings
Your Year End Guide to Giving to Charity
RetirementInvesting.com
Best Investing Tips for Beginners
MoneySmartGuides.com
Short-Term Savings Options
MaxMyMoney.org
16 of the Best Financial Podcasts to Learn About Money
MoneyGeek.com
Estate Planning and Life Insurance
TipsWatch.com
Your Step-by-Step Guide to Convert Paper I Bonds into Electronic Form
SeniorFinanceAdvisor.com
Top 3 Tips Seniors Need to Make Better Money Decisions
TomsGuide.com
What is Pre-Retirement?
Bigger Pockets Money
The Truth About Social Security
Bobbi Rebell, Money Tips for Financial Grown-ups
All About I Bonds
Ed Coambs, Healthy Love and Money
How to Improve your Financial Life with the Stages of Change
Justin Peters, The Struggle is Real
Stop Letting Your Bank Underpay You Interest
Money Life with Chuck Jaffe
How Inflation Affects Your Retirement
Michael Kitces, Financial Advisor Success
Building your Business to Focus Only on Helping Clients Retire Successfully
Steve Sanduski, Between Now and Success
Effective Marketing and Motivational Interviewing for Financial Advisors
Matt Halloran, Top Advisor Marketing
How to use Original Content to Attract Ideal Prospects
Brendan Frazier, The Human Side of Money
How to Guide Comfortable Conversations That Actually Inspire Change
Travis Parry, Balanced Growth Show
Intentionality in your Business
Libby Greiwe, The Efficient Advisor
How to Create a Firm that Focuses on your Unique Abilities
Brian Kasal, Financial Advisor's Workshop
4 Retirement Planning Secrets
Bill Cates, Top Advisor Podcast
Creating Value to your Prospect through your Website, Podcast and Target Marketing
Mike Saunders, Influential Entrepreneurs
Creating a Retirement Planning Focused Financial Planning Firm
Olivia Luper Get Advisor Fit
Using Branding and SEO to find clients within your specialty
SeniorResources.com
Top 10 Best Retirement Podcasts You Should Be Following in 2025
Podchaser.com
Top Retirement Podcasts for Clear, Confident Retirement Planning (2026)
FeedSpot.com
100 Best Retirement Blogs and Websites in 2026
35 Best Midwest Retirement Podcasts
60 Best Chartered Financial Analyst Podcasts
3 Things You Should Know Before Choosing a Financial Advisor
Choosing a financial advisor that can help you make the right retirement decisions is one of the most important decisions you will make as you head towards retirement.
But how do you know who to trust when trying to turn your retirement savings into income?
Don't worry! This helpful guide will give you three key things you should consider before choosing the right advisor for you.
7 Questions That Could Make or Break Your Retirement
Retirement can be both the most exciting and scariest time of your life. You’ve spent 35+ years working hard, saving every dollar you could while still providing for your family, and now you’ve arrived at your destination: retirement!
But how do you turn 35 years of savings into an income that will last the rest of your life?
Don't worry! This guidebook will prepare you to ask the right questions so you’ll be ready to discover your ideal retirement.
3 Things You Should Know Before Choosing a Financial Advisor
Choosing a financial advisor that can help you make the right retirement decisions is one of the most important decisions you will make as you head towards retirement.
But how do you know who to trust when trying to turn your retirement savings into income?
Don't worry! This helpful guide will give you three key things you should consider before choosing the right advisor for you.
7 Questions That Could Make or Break Your Retirement
Retirement can be both the most exciting and scariest time of your life. You’ve spent 35+ years working hard, saving every dollar you could while still providing for your family, and now you’ve arrived at your destination: retirement!
But how do you turn 35 years of savings into an income that will last the rest of your life?
Don't worry! This guidebook will prepare you to ask the right questions so you’ll be ready to discover your ideal retirement.