- How the Mid-Market Makes Retirement Decisions, Journal of Financial Planning, December, 2013
- What We've Got Here is a Failure to...., Journal of Financial Planning, August, 2013
- Still MIA: Comprehensive Retirement Income Best Practices for the Mid-Market, Journal of Financial Planning, April, 2013
- Retirement Planning Advice in the Workplace Now a Possibility?, Journal of Financial Planning, December, 2012
- How to Serve the Middle Market: Ideas for Planning Approaches and Compensation, Journal of Financial Planning, August, 2012
- A Lasting Mother's Day Gift, Journal of Financial Planning, April, 2012
- The Need for Retirement Income Planning Standards for Mid-Market Americans, Journal of Financial Planning, December, 2011
- How to Improve Retirement Income Planning Software for the Mid-Market, Journal of Financial Planning, August, 2011
- Managing Retirement Risks for the Mid-Market, Journal of Financial Planning, April, 2011
- It’s Time for a New Retirement Model for Mid-Market, Journal of Financial Planning, December, 2010
- Managing Retirement Income for the Mid-Market, Journal of Financial Planning, September, 2010
- Strategies for Managing Retirement Income in the Mid-Market, Horses Mouth, May, 2010
- How prepared is the retirement industry for meeting the needs of retiring American workers? Financial Services Review, 2008
- Employer retirement market grows, NAVA Outlook Magazine