Ryan Marshall, CFP®, AIF® quoted in CNBC on the Great Wealth Transfer
“In many older households, the husband historically has handled most of the financial decisions. It’s just more common that [older women] hadn’t been part of it... They’ve been taking care of everything else in the family.”
Ryan Marshall, CFP®, AIF® quoted with MSN on costly mistakes to avoid when opening a CD
"It's more important to compare rates, understand the terms, and make sure the money won't be needed during the certificate of deposit period," says Ryan Marshall, Partner & Financial Planner at ELA Financial Group. "Avoid locking everything into a single CD. Laddering CDs across different maturities lets you earn competitive rates while still having money come available at scheduled intervals."