financial planning and investment management

Financial Times

FT 100 Women Financial Advisers Kathy Stepp Named to Financial Times' Inaugural Top 100 Women Financial Advisers November 19, 2014

The New York Times

"Rental Investment May Seem Safer Than it Really Is" by Tara Siegel Bernard March 29, 2013

The Wall Street Journal

"Today, Charity Begins With the Phone But Shouldn't End There" by Kelli B. Grant November 13, 2012

"Parents to the Rescue. Or Maybe Not. When Adult Children Need Financial Help, Mom and Dad Should Tread Carefully" by Ruth Mantell March 12, 2012

Investor's Business Daily

"Married Couples Team Up to Build Better Adviser Firms" by Morey Stettner May 16, 2014

Money magazine

"$214,000 Real Estate Bet a Big Risk For Couple" by Sarah Max February 4, 2013

The Chicago Tribune

"Deciphering the Alphabet Soup of Advisors" by Leslie Mann July 10, 2014

Dow Jones Financial Adviser Blog Dow Jones Newswires

"Partnerships Need to Keep the IRS in Mind" by Arden Dale September 27, 2012

"I'm Financially Strapped on $175,000 a Year!" by Dennis G. Murray May 1, 2014

"End-of-Year Tax Tips: Act Fast!" by Dennis G. Murray December 2, 2013

"End-of-Year Tax Tips" by Dennis G. Murray November 27, 2012

"Problem Clients? No Problem at All" October 8, 2012

"Bridging the Medicare Gap" by Ed McCarthy, CFP November 29, 2013

Stepp & Rothwell has also appeared in or on:

Bloomberg BusinessWeek
Bottom/Line Retirement
Fortune magazine
Kiplinger's Personal Finance
Lifetime Television
Los Angeles Times
Medical Economics magazine
Private Wealth
Reader's Digest
The Robb Report
Worth magazine


In The News

Understanding, knowledgeable, experienced and qualified