IN THE MEDIA

We are regularly quoted in the media. Check out the most recent features below!

I enjoy sharing my financial planning and wealth management knowledge for foreign-born families and foreign nationals on work visas and those in tech with financial advisors in the industry and other consumers.

Below are a few of my favorite media/press appearances.

Articles + Media Quotes

01/23/24

A Prospect’s First Visit – Nightmare or Start of Something Beautiful

VettaFi

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money geek logo

11/17/2023

How to Draft a Will

YOUR MONEY GEEK

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08/16/2023

FIRE Planning While on Visa

FIRE Planning While on Visa

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cbs money logo

07/19/2023

Experts' tips for maximizing your savings today

CBS MONEY WATCH

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cbs money logo

07/18/2023

How much can you earn with today's top savings accounts?

CBS MONEY WATCH

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money geek logo

06/16/2023

the most important factor to consider when selecting a life insurance policy

MONEY GEEK

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06/12/2023

the main differences between term and whole life insurance

MONEY GEEK

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06/01/2023

How to Celebrate Immigrant Heritage Month

DIVERSITAS

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03/16/2023

Affordable Housing - Public, Subsidized, and Low-Income Housing Explained

Redfin Blog

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03/14/2023

9 Tips for Surviving Cross-Border Caregiving

Spark
Financials

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03/03/2023

4 Lessons to Maximize Your ROY: Returns on Yourself

The Street
Retirement Daily

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Kitces.com logo

05/17/2023

Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications

Kitces

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03/01/2023

13 Things Clients Don't Get About Taxes: Advisors’ Advice

THINKADVISOR

Slide #4
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02/24/2023

How to Help Those on Work Visas Prepare for a Layoff

ADVISOR PERSPECTIVES

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02/24/2023

Advising Clients Impacted by the Tech Layoffs

ADVISOR PERSPECTIVES

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01/24/2023

What it Takes to Be an Elite Advisor

ADVISOR PERSPECTIVES

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01/2023

Women Advisors Making an Impact: 2022 Year in Review

VANTAGE IMPACT

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1/5/2023

How to Live in Paradise and Still Make Money

MSN

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12/23/2022

Advisors Overcome Life's Obstacles To Build A Successful Career

INVESTOR'S BUSINESS DAILY

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think advisor logo

12/16/2022

6 Unexpected Questions Clients Asked This Year: Advisors' Advice

Think Advisor

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12/6/2022

Lessons on Insane Customer Focus

ADVISOR PERSPECTIVES

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11/4/2022

A Next-Gen Investor’s Journey to Opening a Roth IRA

Retirement Daily

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9/14/2022

Helping Foreign-Born Individuals Reach Financial Goals

VANTAGE IMPACT

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9/25/2022

Is an Online Financial Advisor Best for You?

MSN

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8/26/2022

How You Can Avoid Unnecessary Fees When Traveling Overseas

Retirement Daily

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8/02/2022

Five Surprising Facts about African Immigrants

ADVISOR PERSPECTIVES

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6/28/2022

Why Wait Until Your 60s to Quit Working? Here's How You Can Retire Early

MSN

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06/2022

Recession-Proof Your Financial Future by Investing in Yourself

Retirement Daily
Next Gen

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think advisor logo

06/24/2022

How to Quell Clients' 401(k) Balance Panic in Bear Markets

THINK ADVISOR
(SLIDE 2)

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06/09/2022

A Gen Z Investor's Journey to Opening a Roth IRA

Retirement Daily
Next Gen

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6/09/2022

Teaching Teens to Invest

WEALTH OF GEEKS

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6/07/2022

5 questions to create a planning framework for working with foreign-born families

ADVISOR PERSPECTIVES

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4/5/2022

How to work with foreign-born families - Part 2

ADVISOR PERSPECTIVES

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3/30/2022

Financial Planning Challenges Facing Foreign-Born Individuals - Part 1

ADVISOR PERSPECTIVES

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nex gen logo

01/2022

Member Spotlight
NexGen Newsletter

NEXGEN NEWSLETTER

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sara grillo logo

04/22/2022

Ethical Financial Advisors (#5)

Sara Grillo

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04/2022

6 Steps to Open a Roth IRA for a Teen

Retirement Daily
Next Gen

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03/28/2022

Smart Ways Women Can Own Their Financial Power

WealthTender

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03/07/2022

How to Build Credit in the US as a New Immigrant

WealthTender

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Financial Advisors for Immigrants & Foreign Nationals

WealthTender

Interview by Brian Thorpe
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harward university employees credit union
Jane Mepham Presented at the 11th Annual WinterSession Personal Financial Wellness Program

HARVARD UNIVERSITY EMPLOYEES CREDIT UNION

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Jane announced Money Quotient 2021 recipient of the Ken Gillaspie Legacy Fund 2021 Scholarship

Money Quotient

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Your Money Geek contributor, Jane Elgon

12/08/2021

Roth IRA vs. 401(k): Which Should You Choose?

YOUR MONEY GEEK

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money geek logo

11/18/2021

Navigating Finances as an American Expat

MONEYGEEK

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think advisor logo

10/13/2021

The Biggest Financial Planning Mistakes Clients Make: Advisors’ Advice

THINK ADVISOR

JANE APPEARS ON SLIDE #4
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09/14/2021

Five Benefits of a Taxable Brokerage Account

RETIREMENT DAILY

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think advisor logo

07/23/2021

10 Retirement and Tax Rules Advisors Love to Hate: Advisors' Advice

THINK ADVISOR

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07/14/2021

6 Reasons Why Your Teen Needs a Roth IRA

THE STREET

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06/21/2021

You Are Your Parents' Retirement Fund – Now What?

THE STREET

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05/20/2021

Four Tax Issues and Overseas Financial Connections

THE STREET

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05/18/2021

HOW, WHAT, AND WHEN TO TEACH YOUR KIDS ABOUT MONEY

HER MONEY

from jane chatzky
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Authority Magazine

03/03/2021

I Am Living Proof Of The American Dream

AUTHORITY MAGAZINE

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