Citrine Capital in the Media

(Financial Planning - 12.31.2025) Discover the top 10 books financial advisors loved in 2025, from professional growth to client communication and planning insights that elevate your practice.

(Financial Planning - 12.10.2025) Year-end financial advisor checklist for 2025: key client deadlines, tax-sensitive planning, retirement actions, and strategic firm priorities to finish the year strong.

(SavvyMoney - 12.3.2025) Here’s how to stay safe and protect your finances at the peak of fraudulent activity.

(SavvyMoney - 11.20.2025) A guide on how to handle money you inherit.

(SavvyMoney - 11.15.2025) Strategic tips to help you decide if you can save more money with a refi.

(SavvyMoney - 10.23.2025) Guidance for helping family and friends without damaging your own finances.

(Investopedia - 12.1.2025) Learn the key differences between individual bonds and bond funds, including risks, returns, diversification, and how each fits into an investment strategy.

(The Daily Upside - 11.23.2025) Learn how financial advisors are using ETF-driven model portfolios to boost efficiency, cut costs, and enhance client customization.

(Investopedia - 11.12.2025) As rent prices climb, key financial and lifestyle factors can help determine whether renting or buying is the smarter move.

(The Daily Upside - 10.28.2025) Gen Z is trading traditional advisors for self-directed investing, prioritizing transparency and digital ease over returns — here’s what that shift means for wealth managers.

(Nasdaq - 9.27.2025) Discover three reasons why leasing a car may make sense for retirees — including tax efficiency, easier upgrades, and fewer repair costs — and when it might not be ideal.

(Investopedia - 9.6.2025) Amid the rising cost of youth sports, discover smart, budget-friendly tips to ease the financial burden.

(ThinkAdvisor- 9.3.2025) Should investors shift to 60% bonds? Vanguard says yes. Explore why many advisors remain cautious despite the promise of lower volatility and comparable long-term returns.

(Financial Planning - 8.29.2025) Learn how financial advisors can guide clients through windfalls—from lottery wins to inheritances—with planning, privacy, and professional support.

(SavvyMoney - 8.12.2025) Use summer as a financial check-in—review savings, debt, and cash flow to stay on track and build confidence in your money goals.

(Investopedia - 8.22.2025) Nearly 30% of workers under age 30 cash out their 401(k) when changing jobs—costly due to taxes, penalties, and lost compound growth. Instead, rolling over funds or reducing contributions temporarily can preserve long-term retirement wealth.

(Investopedia - 8.12.2025) For many long-term investors, market volatility can feel disproportionately painful, creating an emotional imbalance that may lead to poor decisions like panic selling or market timing.

(Financial Planning - 8.7.2025) Many affluent young investors still lack basic estate plans, new research shows. That's a gap that presents financial advisors with a significant chance to add value.