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End the "Paper Chase" of Financial Records
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End the "Paper Chase" of Financial Records

Rodney Brooks
|
November 4, 2021

Mitchell Katz, partner at CA Wealth Management in Bethesda, Maryland, said one reason he and other financial advisors are so busy is because people were stuck home during the pandemic. And after the home renovations and DIY projects, they turned to their finances, financial records and paperwork.

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Hello, I'm

Rodney Brooks

An award-winning journalist, writer and author and my specialty is retirement planning and other personal finance issues. I have written for many national publications, including USA TODAY, The Washington Post, U.S. News & World Report, AARP and National Geographic. I am available to speak on personal finance, financial literacy and the racial wealth gap.

 

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