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A CFP Speaks: Kathy's Published Financial Advice

Kathy Hauer CFP here to help you improve your finances


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“Will Your Heirs Get Slammed with Debt When You Die?”

“Millennials and Minorities Crushed by Overdraft Fees.” (quoted in article)

“Career Advice from Your Financial Advisor.”(quoted in article)

“Over 55 and Out of Work? It’s Time to Reinvent Yourself” (quoted in article)



“It’s Your Dream Job But The Pay’s Is a Nightmare.” (quoted in article)



“How Retirement Accounts Can Affect Your Tax Bracket.” (quoted in article)

“How to Pay for School When you Make a Career Change.” (quoted in article)


NBC News

“Obamacare Deadline: Should You Sign Up?” (quoted in article)


Martha Stewart Living

“Ready for Retirement.” (quoted in article)


USNews & World Report

“Making Sense of Ten Confusing Tax Terms.” (quoted in article)


“When Is the Right Time to Buy Your Child a Cellphone?” (quoted in article)


Consumer Reports

“Should You Sign Up for the New Amazon Credit Card?” (quoted in article) (



“Financial Tips for Millennials Paying Their Own Way.” (author)

“Start a Side Gig for Extra Cash.” (author)

“How To Amend Your Tax Return.” (author)

“The Financial Cost of Temporary Work.” (author)

“Perseverance Pays When Filing Insurance Claims.” (author)

“How Investing in the Market Is Like Having A Teenager.”

“Doing Your Taxes Yourself Isn’t As Hard As You Think.” (author)

“Many Types of Advisors Call Themselves ‘Financial Advisors’.” (author)

“Nine Key Questions about Your Company 401(k).” (author)

“Fantasy Football and Investing Take Research, Risk to Win.”(author)

“IRA or 401(k) – A Guide to Decide.”(author)



“Why Getting a Tax Refund Can Be A Good Thing.” (author)

“Five Investing Tips from Your Garden.” (author)

“Are Home Warranties Worth It?”


Time Magazine

“Student Loans and Gift Tax.” (quoted in article)



“How To Be Financially Prepared for Unemployment.” (author)

“How to Switch from Military to Civilian Jobs.”(author)

“Financial Tips for Millenials Paying Their Own Way. (author)

“Don’t Wait to Pay Attention to Your Finances.”(author)

“Financial Tips for Parents on a Tight Budget.” (author)

“The Career Benefits of Vocational Training Programs.”(author)

“Personal Safety: Including the Costs in Your Budget.” (author)

“The Return on ROI When Your Millennial Kid Lives at Home.” (author)

“Start a Side Gig for Extra Cash and Fulfillment.” (author)

“Considering Technical School and Lifetime Earnings.” (author)

“How to Protect Family Finances When a Child Makes a Mistake.” (author)

“Want to Retire Early? Think Again.” (quoted in article)

“Top Four Retirement Savings Mistakes to Avoid.” (quoted in article)



“Tips to Manage the Variable Costs in Your Budget.” (author)


“Party of One – Financial Considerations When You Live Alone.” (author)

“Home Renovations with Refinancing.” (quoted in article)

“Steps to Researching a Financial Professional.” (author)

“Ways to Fool Yourself into Saving More Money.”(quoted in article)

“Three Ways to Say No When Your Adult Kid Asks for Money.” (quoted in article)



“Financial Advice for the Rudolphs of the World.”(author)

“The Four Horsemen of a Decent Job.” (author)

“Five Tips to Manage the Variable Costs in Your Budget.” (author)

“How Retirement Accounts Can Affect Your Tax Bracket.” (author)

“Once Bitten, Twice Shy: The Financial Cost of Personal Safety.” (author)

“Wish Politics, the Think System, and Your Money.” (author)



“Emergency Funds – A Financial Advisor’s Tips for Getting Started.” (author)

“Help Your Child Get the Most State Dollars.” (author)






“Creating a Budget is Not As Scary As It Sounds.” (author)

“Emergency Funds: A Financial Advisor’s Tips for Getting Started.” (author)

“Not All Debt is Bad.” (author)

“The Other ‘Insurance Benefits’ You Can Count On.” (author)

“Scam-Stopping Self Defense Techniques for Investors.” (author)

“You Have the Power to Slay Your Money Monsters.” (author)

“The Courage to Say No Financially – For Women.”

“How to Calculate Return on Investment.” (author)

“What the Taxpayer Bill of Rights Means.”(author)

“Why Sometimes Skipping College is the Better Choice.” (author)


Investment News

“What Advisors Wish They Knew When Starting Out.” (quoted in article)

“More Advisors Gaining New Clients Through Social Media.” (quoted in article)



“What is APR?”(quoted in article)



“Your Money – Drinking and Shopping Brews Up a Nasty Cocktail.” (quoted in article)


“Valentine’s Day Spending.” (quoted in article)

“Some Advisors Take the Long Road.” (quoted in article)


Huffington Post

“Is Student Loan Debt Really Good Debt?” (quoted in article)


BBC Portugal

“Dicas para sobreviver com o emprego dos sonhos que paga mal.” (quoted in article)


Starks CFP® Bootcamp

“How to Win Points and Influence Scores on the CFP Exam.” (author)

“A Yellow Bird with a Yellow Bill: Pass the CFP Exam.” (author)

“Double, Double, Toil and Trouble – Social Security Taxation.” (author)

“Marshmallows and Medicare Part D.”(author)

“BTW – HSAs R Gr8! The Benefits of a Health Savings Account.” (author)

“The Rumors of My Death Are Greatly Exaggerated – Let’s Not Bury Social Security Yet.” (author)


Sample Powerpoint for Financial Seminar



Sites Where I Offer Advice as an Advisor Columnist

Advisor at Nerdwallet:

Advisor at Investopedia:

Advisor at CentSai:

Advisor at WalletHub:


Sites for Financial Advice for Blue Collar America

Book Website:

Company Website:

Blog Page:!blog/c20l1

Amazon Sales Page:

Smashwords Sales Page:


Author Bio Pages

Amazon Author Page:

Smashwords Author Page:


Audio and Video Clips

SCETV’s South Carolina Business Review interview with Mike Switzer “Blue Collar Jobs Gaining Steam”

Investopedia Advisor Video


Books I’ve Written

The 11-Step, Comprehensive, DIY Financial Plan

Financial Advice for Blue Collar America

Asesoramiento Financiero para la Clase Trabajadora de los Estados Unidos

Redcliffe: The Adventures of Two Southern Girls


Publications I’ve Appeared In


CNBC, BBC, USA Today, Martha Stewart Living, USNews and World Report, Consumer Reports, NASDAQ, NBC, CSMonitor, Reuters, AP, SheSpeaks, NBR (CNBC’s Nightly Business Report),, Wallet Hub, Centsai, Credit Sesame, Nerdwallet, Investopedia, Atlanta Journal Constitution, Investment News, Retirement Peace, Yahoo Finance, Dallas News, CFP Board, MySanAntonio, Retirely, NewsOK, Barron’s, TradeBuddy, Baker Law Firm, Lansing State Journal,, Investor’s Business Daily, Financial Planners Association,, BusinessWomanPa, Washington Times, LATimes, Huffington Post, PennyHoarder, Muckrack, Time Magazine, Daily Record, South Texas Wealth, AOL, BBC – Portuguese, SF Gate, Palm Beach Daily News, Palm Beach Post, Austin-American Statesman, WHIO, Journal News, Metro, WXYZ Detroit, WMAR Baltimore, KGTV San Diego, ABC7 The Denver Channel, RTV6 The Indy Channel, KERO Bakersfield, KJRH Tulsa

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