Media Mentions

Media Mentions

Zack Swad is quoted in U.S. News & World Report:

“How to Live Off Dividends in Retirement – or Not”

Zack Swad is quoted in Investopedia:

“Ultimate Guide To Buying Annuities for Retirement”

Zack Swad is quoted in AARP:

“5 Surprises That Could Derail Your Retirement Plans”

Zack Swad is quoted in GoBanking Rates:

“2 Ways to Avoid Running Out of Money in Retirement”

Zack Swad is quoted in Investopedia:

“Interest in Annuities Is Soaring: Understanding the 2025 Trend”

Zack Swad is quoted in City Business:

“Financial pros say everyone needs an emergency fund, even the wealthy”

Zack Swad is quoted in Yahoo Finance:

“2 Ways to Avoid Running Out of Money in Retirement”

Zack Swad contributes on WealthTender :

“Should You Hire a Financial Advisor Who Specializes in Dynamic Asset Allocation?”

Zack Swad is quoted in Yahoo Finance:

“I’m a Financial Planner: This Is the Best CD Account To Open Now”

Zack Swad contributes to WealthTender:

“Networth By Age: How Do You Compare To Your Peer Group?”

Zack Swad is quoted in Financial Planning:

“Ask an Advisor: Is it a good idea for financial planners to hire an advisor for their own families?”

Zack Swad is quoted in Yahoo Finance:

“Where Do Wealthy Americans Put Their Money Now?”

Zack Swad is quoted in Think Advisor:

“What to Do When a Client’s CDs, Bonds Mature: Advisors’ Advice”

Zack Swad is quoted in Nasdaq:

“2 Ways to Avoid Running Out of Money in Retirement”

Zack Swad is quoted in Aol Business:

“I’m a Financial Planner: This Is the Best CD Account To Open Now”

Zack Swad is quoted in the Tyler Morning Telegraph:

“More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth”

Zack Swad contributes to WealthTender:

“Is $5.5 Million the Magic Number to Retire Comfortably and Pass Wealth to Your Children?”

Zack Swad is quoted in US News and World Report:

“8 New Taxes Retirees Face”

Zack Swad is quoted in Yahoo Finance:

“I’m a Financial Advisor: If You Think It’s Time To Collect Social Security, Ask These 11 Questions First”

Zack Swad contributes to WealthTender:

“Ask an Advisor: Will contributing more to my 401(k) lower my tax bracket?”

Zack Swad is quoted on Microsoft News:

“Ask an Advisor: Will contributing more to my 401(k) lower my tax bracket?”

Zack Swad is quoted in US News and World Report:

“New Opportunities to Make 401(k) and IRA Catch-Up Contributions”

Media Mentions

Zack Swad contributes to The Huntsville Item:

“More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth”

Zack Swad is quoted on Microsoft News:

“Ask an Advisor: I was married for well over 10 years, and now divorced for just over 2 years. Can I collect on my spouse’s Social Security even if they are not?”

Zack Swad is quoted in ThinkAdvisor:

“‘Is My Money Safe?’ What 7 Advisors Are Telling Clients — Advisors’ Advice”

Zack Swad contributes on Microsoft News :

“Are millionaires the new middle class?”

Zack Swad is quoted in Financial Strategy on Medium:

“Balancing Today and Tomorrow — Key to Life, Happiness, and Wealth”

Zack Swad is quoted in Making of a Millionaire:

“How Significant New RMD Provisions Will Impact Your Retirement Money”

Zack Swad is quoted in Financial Strategy on Medium :

“Can You Overcome Life Expectancy Risk in Early Retirement Planning?”

Zack Swad is quoted in Making of a Millionaire:

“Will the 4% Rule Still Work? New Research Casts Doubt”

Zack Swad is quoted in Financial Strategy on Medium:

“Your Single Best Way to Avoid Running out of Money in Retirement?”

Zack Swad contributes on WealthTender :

“Ask an Advisor: I was married for well over 10 years, and now divorced for just over 2 years. Can I collect on my spouse’s Social Security even if they are not?”

Zack Swad is on Santa Rosa Metro Chamber:

“Swad Wealth Management Signs Lease at Stony Point Campus in Santa Rosa”

Zack Swad is quoted on NextAdvisor:

“Coast FIRE’ Can Give You Peace of Mind About Retirement. This Formula Shows How Much Money You’ll Need”

Zack Swad contributes on WealthTender :

“Use the Guardrails Approach to Avoid Running Out of Money in Retirement”