FEATURED IN
Investopedia
“Retirement Planning Doesn't Stop When You Retire”
Author: Rebecca Lake
Date: November 12, 2018
https://www.investopedia.com/retirement/retirement-planning-doesnt-stop-when-you-retire/
Stuart was interviewed for this Investopedia feature on why a saving mindset matters even after retirement. He shared his three-bucket approach to dividing assets — short-term cash, mid-term balanced investments, and long-term growth — and explained how the long-term bucket can be earmarked for major expenses like health care.
"For many, going into retirement after years of planning and saving can give one the feeling of satisfaction that they've done enough, so now ‘let's enjoy,’" — Stuart Chamberlin, in Investopedia.
FEATURED IN
U.S. News & World Report
Also published in Yahoo Finance
“What Happens If You Work While Receiving Social Security”
Author: Rachel Hartman
Date: June 5, 2019 (updated periodically)
Stuart explained how Social Security earnings limits work for retirees who continue to work, including the income threshold above which benefits are temporarily withheld and how the rules change once full retirement age is reached.
"If you have reached full retirement age, you can earn as much as you wish without it affecting your Social Security benefits. If you have not reached full retirement age and are collecting Social Security benefits, then you will be subject to income limits." — Stuart Chamberlin, in U.S. News & World Report.
FEATURED IN
U.S. News & World Report
“How to Streamline Your Finances”
Author: Maryalene LaPonsie
Date: October 21, 2021
Stuart was quoted on consolidating financial accounts to simplify money management. He recommended reviewing where mutual fund holdings are duplicated across multiple brokerage accounts and provided guidance on using comprehensive money-management apps like eMoney.
"A lot of (goals) can be achieved with one good credit card or one good brokerage account." — Stuart Chamberlin, in U.S. News & World Report.
FEATURED IN
Bankrate
Also published in MSN Money
“How to Save Money in Your 40s" — Bankrate (also syndicated to MSN Money)"
Author: Amanda Dixon
Date: April 23, 2019
Stuart was quoted on prioritizing the elimination of high-interest debt as the foundational step in any 40-something savings strategy, and on how to balance debt paydown against retirement contributions during peak earning years.
"In this situation, it's best to focus on paying off high-interest debt." — Stuart Chamberlin, in Bankrate.
FEATURED IN
Authority Magazine (Medium)
Also published in Thrive Global
“5 Things You Should Ask Before You Purchase a Life Insurance Policy, with Stuart Chamberlin of Chamberlin Financial”
Author: Matt Schmidt
Date: December 21, 2018
Format: Full-length interview
A full Q&A interview where Stuart shared his approach to life insurance as an "insurance insider," discussing how to identify the right policy type, what questions clients should ask before committing, and what features (like return of premium and no-lapse guarantees) make a policy worth the cost.
"As an ‘insurance insider,’ you know much more about insurance than most consumers. If your loved one wanted to buy a policy from another person, which 5 things would you advise them to find out before committing to a policy?" — Excerpt from Stuart Chamberlin's interview in Authority Magazine.
FEATURED IN
U.S. News & World Report
“5 Things to Know About Withdrawing Money From a Traditional IRA”
Author: Maryalene LaPonsie
Date: October 19, 2020
https://finance.yahoo.com/news/know-withdrawing-money-traditional-ira-181050874.html
Stuart provided expert commentary on the rules governing traditional IRA withdrawals, including the 10% early withdrawal penalty for those under 59½, the role of IRS Rule 72(t) substantially-equal-periodic-payments distributions, and the CARES Act provisions that temporarily affected withdrawal penalties during 2020.
"IRAs are designed for retirement, and the government wants to ensure the money is used for that." — Stuart Chamberlin, in U.S. News & World Report.
FEATURED IN
U.S. News & World Report
“The Best Retirement Plans of 2023”
Date: 2023
Topics: Employer-sponsored retirement plans, Social Security timing, reverse mortgages
Stuart was quoted twice in this comprehensive U.S. News retirement guide. He emphasized contributing enough to a 401(k) to capture the full employer match, and shared guidance on when to start claiming Social Security benefits and how reverse mortgages can fit into a retirement income strategy.
"You want to be sure you put enough in to qualify for whatever your employer is matching." — Stuart Chamberlin, in U.S. News & World Report.
"The most critical thing is when you start taking benefits… What matters is that you have a roof over your head and money to live more comfortably. By all means, do the reverse mortgage if you can." — Stuart Chamberlin, in U.S. News & World Report.
FEATURED IN
U.S. News & World Report
Also published in Yahoo Finance
“How to Recover After a Period of Unemployment”
Author: Maryalene LaPonsie
Date: January 11, 2019
Stuart offered guidance for federal workers and other professionals returning to the workforce after periods of unemployment, including how to rebuild savings, contribute to retirement plans to capture employer matches, and approach a new role with the right mindset.
"Nothing is more discouraging than being laid off, so that can take a toll on someone's psyche. When you start a new job, you want to be obsessed with excellence." — Stuart Chamberlin, in U.S. News & World Report.