Publications That Have Cited Our Experts

Our financial experts have more than 200 years of combined professional experience and knowledge in the finance and insurance industries. Leading industry trade publications and national news outlets, such as Kiplinger, The Wall Street Journal, CNBC, Forbes and US News & World Report, have cited our experts or published their articles. 

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Our team of experts holds a diversity of licenses and professional designations from organizations like FINRA and The American College of Financial Services, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations. They include CFP® professionals, MBAs, Ph.D.s, attorneys and academics.

How Our Contributors Help

At Annuity.org, our team of experts provides reliable information on complex financial strategies and policy topics for consumers. 

Our contributors, including financial analysts, certified public accountants and insurance professionals, offer industry insight and review our pages to ensure accuracy. 

We carefully select each contributor to ensure they meet our high standards for education, training, credentials and professional reputation among both their peers and consumers. 

Sharing our contributors’ knowledge and insight offers readers a credible and trustworthy source of financial information.

Contributing Authors

Our Financial Review Team

Additional Featured Experts

The Annuity.org editorial team consults experts in different fields to ensure high-quality information and accuracy in our articles. Our writers interview certified financial professionals, advisors, researchers and other subject-matter experts for input. Our website displays the expertise and insight of our sources.

Martin Neil Baily, The Brookings Institution

Martin Neil Baily

Senior Fellow in Economic Studies at The Brookings Institution

Todd Giesing, LIMRA Secure Retirement Institute

Todd Giesing

Annuity Research Director at the LIMRA Secure Retirement Institute

Benjamin H. Harris, Northwestern University’s Kellogg School of Management

Benjamin Harris

Research Associate Professor and Executive Director of the Kellogg School of Management at Northwestern University’s Kellogg Public-Private Initiative (KPPI)

Wenliang Hou, Center for Retirement Research at Boston College

Wenliang Hou

Quantitative Analyst at Fidelity Investments

Olivia S. Mitchell, Wharton School of the University of Pennsylvania

Olivia S. Mitchell

International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania

Svetlana Pashchenko, Terry College of Business at the University of Georgia.

Svetlana Paschenko

Associate Professor in the Department of Economics at the University of Georgia Terry College of Business

Wade Pfau, The American College of Financial Services

Wade D. Pfau, CFA®

Professor of Retirement Income at The American College of Financial Services

Kelley Griesmer, President and CEO of The Women’s Fund of Central Ohio

Kelley Griesmer

President and CEO of The Women’s Fund of Central Ohio

Cindy Hounsell, President of the Women’s Institute for a Secure Retirement (WISER)

Cindy Hounsell

President of the Women’s Institute for a Secure Retirement (WISER)

Barbara O’Neill headshot

Barbara O’Neill, Ph.D., CFP®, AFC®

Owner and CEO of Money Talk

Andi Wrenn headshot

Andi Wrenn, M.A., AFC®

Director of Association for Financial Counseling & Planning Education

Christie Angel headshot

Christie Angel

President and CEO of YWCA Columbus

Christian Weller headshot

Christian Weller, Ph.D.

Professor of Public Policy at the University of Massachusetts Boston

Christine Benz headshot

Christine Benz

Director of Personal Finance at Morningstar

Gal Wettstein headshot

Gal Wettstein

Senior Research Economist at the Center for Retirement Research at Boston College

Kimberly Zimmerman Rand Headshot

Kimberly Zimmerman Rand

Principal of Dragonfly Financial Solutions

Summer Red Headshot

Summer Red

Professional Development Manager at Association for Financial Counseling & Planning Education

Kristen Carlisle Headshot

Kristen Carlisle

General Manager of 401(k) Business Betterment

Paul Golden Headshot

Paul Golden

Managing Director, Media and Communications, National Endowment for Financial Education (NEFE)

Marlo Richardson Headshot

Marlo Richardson

Entrepreneur

Mark Williams Headshot

Mark Williams

President and CEO Brokers International

Snezana Zlatar Headshot

Snezana Zlatar

Senior Managing Director of Financial Wellness, Advice and Innovation, TIAA

Susana Barragán Headshot

Susana Barragán

Policy Analyst with UnidosUS

Mary Joye Headshot

Mary Joye

Licensed Mental Health Counselor

Ryan Kaysen Headshot

Ryan Kaysen

Certified Financial Planner with Integritas Financial

Steve Carleton Headshot

Steve Carleton, LCSW, CAS

Chief Clinical Officer for Gallus Detox Centers

Dr. Harold Hong Headshot

Dr. Harold Hong

Medical Director for New Waters Recovery

Tim Melia Headshot

Tim Melia, CFP®, MBA

Principal & Financial Planner, Embolden

Dale L. Shafer Headshot

Dale L. Shafer II, CFP®, APMA®, CDFA®

Founder and Financial Advisor at Life Moves Wealth Management

Michael Dadashi Headshot

Michael Dadashi

CEO of Infinite Recovery

Morra Aarons-Mele Headshot

Morra Aarons-Mele

Mental Health Author and Podcaster

Olivia Summerhill headshot

Olivia Summerhill

Certified Financial Planner & Certified Divorce Financial Analyst

Interested in Contributing?

Annuity.org’s content is created and reviewed by reliable professionals specializing in personal finance, life insurance, annuities and structured settlements. If you want to contribute to our platform, please email Senior Editor Michael Santiago at [email protected] for further details.

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