Newsroom O’Boyle Wealth Management, and our Founder, Joe O’Boyle, are go-to sources to provide commentary and advice as professionals covering personal finance, investment management and financial planning. 40 Under 40 | InvestmentNewsRead MoreJoe was selected by InvestmentNews as one of the 40 top advisors under the age of 40 based on his accomplishments, leadership, and contributions to the financial planning industry. "Artificial Intelligence + Beverly Hills, CFP® Experiment" | Substack NewsletterRead MoreArtificial Intelligence teams up with Beverly Hills CFP®, Joe O'Boyle, in an experiment, to see how OpenAI's ChatGPT tool can provide financial planning and wealth management insights to help investors. Regular Contributor | U.S. News & World ReportRead Joe’s ArticlesJoe is a regular contributor to U.S. News & World Report’s leading personal finance blog, ‘The Smarter Investor’. Regular Contributor | Money.comRead Joe’s ArticlesMoney.com often looks to Joe to provide financial advice in their ‘Adviser & Client’ column. 10/20/2016 | Yahoo! Finance4 Questions to Help Fine-Tune Your Retirement For those thinking through their upcoming retirement, Joe shares 4 questions to ponder that may help fine-tune your retirement. 10/4/2016 | Yahoo! FinanceBack to School: Should You Fund Her Retirement or College? When evaluating how to invest in your kids' future, is college the only way? Read More to find out how one couple plans to invest in their daughter's financial future. 9/30/2016 | Yahoo! FinanceWhy You Should Start Thinking About Your Taxes Now In Joe's discussion on year-end tax planning with Maryalene LaPonsie from U.S. News, he shares how scheduling a 4th quarter meeting with your CPA may help you avoid unpleasant surprises during tax season. 8/25/2016 | Yahoo! FinanceWhat to Look For in a Financial Advisor These days, anyone may call themselves a financial advisor, financial planner, wealth manager, money manager, investment guru, retirement expert and so on. So what do you look for in a financial advisor? 8/22/2016 | Yahoo! FinanceHow to Retire Without a MortgageThere is more than one way to retire without a mortgage. Originally published by Money.com, Joe shares various "common sense" strategies successfully implemented by retirees to achieve a mortgage-free retirement. 5/31/2016 | Grow MagazineTamper-Proof Your Good Money Habits With These HacksIn an interview for Grow Magazine, Joe shares a few helpful tips to kickstart and maintain your budget. Hint: count your number of daily transactions and track them. How many times a day do you swipe? 5/30/2016 | Yahoo! Finance10 Simplified Investment Management PrinciplesJoe shares 10 simple investment management principles that have historically correlated with a greater chance of success. Keep reading to see all ten. 5/17/2016 | Investor's Business DailyThe Money Move That 75% Of Retirees Wish They Had MadeJoe was interviewed by Investor’s Business Daily to share the success story of a family that put their retirement plan back on track through prudent planning. 5/4/2016 | MainStBoomerang Kids Make a Frugal, But Smart ChoiceJoe discusses, with a reporter from MainSt, the benefits to giving up independence today for greater financial freedom tomorrow, and a few strategies successfully employed by Millennials. 3/23/2016 | Yahoo! FinanceSimplified Principles to Achieve Financial FreedomHow do you define financial independence? Read Joe’s thoughts on financial independence and 4 principles that may help get you there. 2/23/2016 | TheStreetHow Millennial Homebuyers Can Face Their Worst Financial FearsJoe shares, in an interview for TheStreet, how proper financial planning can help young homebuyers face their worst financial fears. 2/11/2016 | Yahoo! Finance6 Steps to Getting Your Finances Back on TrackAlthough the holidays are clearly in the rearview, the bills may still be lingering. Here are a few steps you may consider to get back on track. 2/11/2016 | Yahoo! FinanceRetirement Income and Legacy Planning -- Can You Do both?Joe shares one client’s experience juggling the need to take income in retirement and still leave a legacy for his grandchildren. 12/29/2015 | Yahoo! FinanceThe Evolution of an Investor's WorriesJoe charts an investor’s experience and journey that start with a focus on individual investment selection and evolve into a singular focus on his financial plan. 12/23/2015 | Money.comYour Last-Minute Year-End Financial Planning ChecklistJoe shares a December checklist for organizing your finances. 12/02/2015 | Yahoo! Finance3 Lessons Investors Can Learn from Black Friday ShoppersIt is not uncommon to see the best practices of one industry successfully applied to another. What do bargain shoppers and successful investors have in common? Hint: they both have a plan. 11/12/2015 | Yahoo! Finance5 Questions Newlyweds Should Be Able to Answer About Their FinancesAs newlyweds start their life together, there are five questions they should be able to answer about their finances. 10/29/2015 | Yahoo! Finance4 Frightening Financial Behaviors to AvoidJoe shares a few of the scariest financial habits that are keeping financial advisers up at night. 10/26/2015 | Fortune5 Essential money moves for first-time parentsOriginally published on ‘Money’, Joe shares a list of 5 “musts” for new and expecting parents. 10/7/2015 | Yahoo! FinanceWhich Company Retirement Plan is Right for My Startup?Joe takes a business owner through his options when setting up his company’s retirement plan. 9/23/2015 | Yahoo! FinanceFinancial Plans for the Young, Rich and FamousOur President, Joe O’Boyle, details how the young and wealthy may approach their financial plan. 9/11/2015 | Business InsiderWhat to Expect From Your First Meeting With a Financial PlannerJoe O’Boyle, CFP, shares what you can expect from a first meeting with a financial planner. 8/26/2015 | Business InsiderFinancial Planners Share Their Best Advice to Help You Start Growing Your WealthIn an interview for Business Insider, Joe discusses the single best piece of advice a planner can offer his or her client. Here’s a hint: have a plan. 8/26/2015 | Yahoo! FinanceWhat to Expect From a First Meeting With a Financial PlannerYahoo also published Joe’s article, originally written for U.S. News, on what to expect when meeting with a financial planner. 8/18/2015 | Business InsiderFinancial planners share the smartest decisions they've seen clients make with their moneyIn an interview for a story published by Business Insider, Joe shares a client success story of a family that created multiple streams of income by investing in themselves while simultaneously saving for the future. 8/6/2015 | Investment NewsAsk the Adviser: Can I really afford that vacation home?Crain’s Wealth, the investor-facing site powered by Investment News, published Joe’s article detailing the factors to consider when evaluating the purchase of a vacation home. 6/15/2015 | Huffington Post37 Ways Dads Can Make and Save More MoneyJoe is interviewed for an article that details a few top saving strategies for Dad. He shares how saving early and often for retirement is key for Dads to ensure their retirement plan stays on track. 6/13/2015 | MSN.com37 Ways Dads Can Make and Save More MoneyMSN.com also covers Joe’s interview detailing various saving strategies for Dad. Check out tip 15! 5/19/2015 | TheStreetWays to Face the Challenge of Catching UpTheStreet publishes an article including an interview with Joe where he discusses a few great saving strategies to catch-up on retirement savings if you have fallen behind. 5/14/2015 | Yahoo! Real EstateHow Millennials Living With Parents Are Affecting the Housing MarketJoe shares success stories of paying down debt and achieving financial goals with the assistance of family. 5/5/2015 | MainStAllergic to Plastic: One-Third of Millenials Still Do Not Own Credit CardsIn an interview for MainSt, Joe shares some do’s and don’ts when it comes to maintaining and building great credit. 4/3/2015 | Forbes5 Last-Minute Tax Savers For ProcrastinatorsJoe O’Boyle shares last minute tax saving tips for procrastinators. Consider contributions to retirement plans, saver’s tax credits and carrying over capital losses. 3/30/2015 | MainStHow Even Cash-Strapped Millennials Can Start Saving NowJoe explains, in an interview for MainSt, that getting organized and putting together a financial plan may be the best advice for cash strapped Millennials. 3/27/2015 | Fortune4 Things You Need To Change Your CareerJoe shares the 4 financial “musts” before changing careers. Hint: family support may be a factor!