Newspaper/Magazine Articles and Website Posting

Changing dynamics: Money managers shift toward value and overseas stocks,

Florida Trend Magazine, March, 2018

 

Chai Line newsletter/Jewish Community

Foundation of Broward County, February/March 2018.

 

Choosing a Continuing Care Facility,

Journal of Financial Planning, October 2017. 

 

Advisers in Florida Brace for Hurricane Irma,

Investment News, September 6, 2017

 

How Should I Save for My Kid’s College Education?,

CNNMoney.com, June 8, 2017

 

Considerations for Choosing a Trustee,

Journal of Financial Planning, June 2017

 

For those of you who speak Spanish:

here is a link to the special story aired in early May, 2017 on Telemundo about rent and finances where Jorge Padilla, CFP® was interviewed

 

Incorporating Long-Term Care and Estate Planning Into Ultimate Life Insurance Trusts,

Journal of Financial Planning, February 2017

 

Planning for Your Clients’ Care with Advance Directives,

Journal of Financial Planning, December 2016

 

Set-it-and-forget-it savings tools to quit living paycheck to paycheck,

NerdWallet, October 1, 2016

 

Suddenly Single: The realities of going from two to one,

CNBC.com, August 17, 2016

 

Enhancing Estate Planning with Investment Policy Statements,

Journal of Financial Planning, August 2016

 

Give Your Graduate Cash,

Bloomberg.com, May 18, 2016

 

Preserving Lasting Legacies with Dynasty Trusts,

Journal of Financial Planning, April, 2016

 

Are You as Good at Saving as Millennials?,

CNBC.com, March 28, 2016

 

Buying a Home isn’t always the Best Option,

Miami Herald, March 16, 2016 (Personal Finance Supplement)

 

A New Year’s Resolution to Legacy Planning,

LifeHealth.com, January, 2016

 

Habla espanol? Que hacer con sus inversiones despues de eventos terroristas?, Diario Las Americas,

07 de diciembre de 2015

 

Innovative Uses of Variable Annuities for Legacy Planning,

Journal of Financial Planning, December 2015

 

A Cheat Sheet to Help you Understand Investment Fees,

Time magazine online, November 19, 2015

 

Is Your Advisor Prepared to Handle Cyberattacks?,

CNBC.com, October 16, 2015

 

High-Tech Tools Teach Teens, Young Adults How to Manage Money,

Miami Herald (Personal Finance), September 18, 2015

 

Phil Herzberg, CFP®, named to Estate Planning Council of Miami Board,

Sun Sentinel, August 27, 2015

 

How to Get More for Your Money When Studying Abroad,

CNBC.com, August 23, 2015

 

FEATURED IN JOURNAL OF FINANCIAL PLANNING MAGAZINE * BEST OF 2015

 

ABLE Act Considerations for Estate Planning,

Journal of Financial Planning, August 2015

 

The Commonwealth Institute spotlights Linda Lubitz Boone,

July, 2015

 

How to Start with Pennies and Retire a Millionaire,

Morningstar.com, May 20, 2015

 

Financial Planning – Retirement in sight? Double up on savings,

Miami Herald, April 22, 2015

 

Financial Planning – Recent grads should make a budget, start saving,

Miami Herald, April 22, 2015

 

Financial Planning – Life-changing money lessons you learn in your 30’s,

Miami Herald, April 22, 2015

  

High Income, Jumbo School Debt: Smart Options for Clients,

Financial Planning.com, April 2015

 

News From The Retirement Symposium: Should Clients Move When They Retire?,

FA Magazine, April 2015

 

Estate Planning Essentials for the Recently Widowed,

Journal of Financial Planning, April 2015

 

Healthy Investment Advice for Health Advisers,

AmbulatoryAdvisor.com, April 2015

 

Consolidate Your Individual Retirement Accounts,

Kiplinger.com, March, 2015

 

Make Your Retirement Savings Last a Lifetime,

Kiplinger.com, February, 2015

 

Cutting-Edge Estate Planning Strategies,

Journal of Financial Planning, February 2015

 

Jorge Padilla, CFP, appointed 2015 President of the Financial Planning Association of Miami,

Sun Sentinel, February 8, 2015

 

How to Find Hidden Savings,

Miami Herald, Personal Finance, January 24, 2015

 

Hiring an Advisor? Ask These 6 Important Questions First,

CNBC.com, January 7, 2015

 

7 Super Simple Ways to Simplify Your Finances in 2015,

time.com, January 6, 2015

 

When it comes to 401(k) investing, choose wisely,

cnbc.com, November 24, 2014

 

After you’re gone: Parents of special needs kids bank on Trusts,

cnbc.com, Nov 3, 2014

 

The New Retirement Dream: Relocation,

Research Magazine, November 2014

 

Did Edison’s IPS Fall Down on the Job?,

PlanAdvisor.com, October 14, 2014

 

How to Help Clients Cope with Volatility,

Financial Planning, October, 2014

 

Advisors Cautious on PIMCO Total Return Fund,

ThinkAdvisor.com, September 30, 2014

 

Helping Grandkids Pay for College – A Quick Course for Grandparents,

cofpa.org, August 22, 2014

 

Financing Your Second Act,

cnbc.com, August 2014

 

Investment Policy Statement Helps Investors,

BankRate.com, July 2014

 

Building a Business From 3,000 Miles Away,

Registered Rep/WealthManagement.com, October 2013

 

What Retirement Crisis? Retirees Say They're Doing Just Fine, Thank You Very Much,

Time Magazine, June, 2013

 

Think Buying Real Estate's a No Brainer?  Think Again,

Miami Herald, June 4, 2013

 

Why to Take Out a Mortgage in Retirement,

The Wall Street Journal, May 16, 2013

 

What are the advantages and disadvantages of real estate investments overseas?,

Money Magazine, April, 2013

 

Profile Story: Expertise, Niche Career Focus, Tiene Usted Un Plan?,

Registered Rep Magazine posted on WealthManagement.com, September, 2012

 

A Written Plan Can Help Your Portfolio,

The Wall Street Journal, May 30, 2012

 

Successful Transitions,

Financing Planning, November 1, 2011

 

The Top 100 Wealth Advisors

2005

 

Writing the Book on Investment Policy Statements,

Journal of Financial Planning, May/June 2004

 

Can This Portfolio Be Saved?,

The Wall Street Journal, May 28, 2003

 

FPA,

Creating an IPS - Investment Policy Statement

‚Äč