Press
At Crest Wealth Advisors, I am frequently sought after by leading publications for my insights and advice. I am proud to share my knowledge and expertise on various topics, from financial planning and investment strategies to tax optimization and retirement planning. Below are some of the recent articles where I have been quoted, showcasing my commitment to helping individuals and families achieve their financial goals.
If you would like to arrange an interview, please contact us at Jason@crestwealthadvisors.com.
7 Ways to Know You’ve Found the Right Financial Advisor for You
MSN
Key tips to ensure you’re partnering with the right financial advisor.
Tax Refund: Stop Doing These Things in 2024
GoBankingRates
Advice on optimizing your tax refund process for better financial health.
These 13 Mistakes Will Deplete Your Wealth
Nasdaq
Common financial mistakes to avoid to preserve your wealth.
I’m a Financial Expert: 5 Reasons to Combine Your 401(k) Accounts
MSN
Benefits of consolidating your 401(k) accounts.
401(k) vs. Life Insurance: Which is Better for Retirement?
MoneyGeek
Comparing retirement savings options.
What is a Good Interest Rate on a Savings Account?
CNN
Understanding what constitutes a good interest rate for savings accounts.
Saved Too Much for Retirement? What to Do with Your Money Now
GoBankingRates
Strategies for handling excess retirement savings.
Should You Buy I Bonds, Treasuries, Certificates of Deposit, or Munis?
Bloomberg
Analyzing different investment options for conservative investors.
Saving for Retirement: Tips and Strategies
MoneyGeek
Effective methods for saving towards retirement.
How Parents & Grandparents Can Help Fund a Child IRA
Forbes
Ways families can contribute to a child’s IRA.
Active vs. Passive: Market Pros Weigh in on the Best Strategy
Investment News
Comparing active and passive investment strategies.