Garrett Planning Network
Financial Planners
Join The Network >>

News and Views

"Don't Retire - Rewire!"

  I first read “Don’t Retire – Rewire!” in 2010. The full title is “Don’t Retire – Rewire! 5 Steps to Fulfilling..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 02/24/2017

Read Article
What Color Is Your Parachute for Retirement by Michael Ciaciuch, CFP®, AIF® in Bay City MI

What Color Is Your Parachute for Retirement

Like “Younger Next Year” and “Don’t Retire – Rewire,” this book addresses the lifestyle side of retirement. I will reference..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 02/24/2017

Read Article
Start 2017 With a Financial Cleanse by Michael Schupak in West New York NJ

Start 2017 With a Financial Cleanse

Do you feel like you’ve lost control of your finances recently? Maybe you went overboard during the holiday season, or you’ve become lax in monitoring..

By: Michael Schupak

Tags: For Consumers, Financial Planning, Saving Tips, Personal Finance

Posted: 01/31/2017

Read Article
What's a Good Bank Worth to You? by Catherine Hawley, CFP® in Monterey CA

What's a Good Bank Worth to You?

Your bank is the hub of your financial life. It’s where your paycheck is deposited. It’s where bills are paid. It’s where savings are directed..

By: Catherine Hawley, CFP®

Tags: Bank, Banking, Fees, Bank Fees, Banking Fees, Online Banking, Online Banks, Interest, Interest Rates, Banking Apps

Posted: 01/25/2017

Read Article

"YOUNGER NEXT YEAR"

Recently I posted the poem, “Someday Is Here”.  Several years ago, when I began reading the poem during client retirement planning sessions, within..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 01/06/2017

Read Article
5 Things Not to Worry About with Investing by Catherine Hawley, CFP® in Monterey CA

5 Things Not to Worry About with Investing

I don’t know if there are any studies on this, but my guess is that investing causes more stress than all other financial topics combined.   Between..

By: Catherine Hawley, CFP®

Tags: Investing, Investment Worries, Investments, Worrying About Investments

Posted: 01/04/2017

Read Article
How the Psychology of Plastic Can Affect Buying Decisions by Michael Schupak in West New York NJ

How the Psychology of Plastic Can Affect Buying Decisions

At some point in the midst of holiday shopping, most of us will dip into our wallets, take out a credit or debit card and make a purchase. Many times,..

By: Michael Schupak

Tags: For Consumers, Credit

Posted: 12/20/2016

Read Article
Two Big Reasons to Watch Your Investment Fees Like a Hawk by Catherine Hawley, CFP® in Monterey CA

Two Big Reasons to Watch Your Investment Fees Like a Hawk

John Bogle, the founder of Vanguard, once said: "In investing, you get what you don't pay for." That may sound strange, but it’s true. In fact, minimizing..

By: Catherine Hawley, CFP®

Tags: Investments, Investment Accounts, Retirement Accounts, Retirement Investments, Fee-only Adivsor, Investment Fees

Posted: 12/07/2016

Read Article
Paralyzed by Fear or Uncertainty? Make a Plan! by Didi Dorsett in Historic Occoquan VA

Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..

By: Didi Dorsett

Tags: Financial Planning, Plan, Emergency Fund, Retirement, For Consumers

Posted: 11/03/2016

Read Article
Social Security Survivors Benefits by Andrew Marshall in Carlsbad CA

Social Security Survivors Benefits

Social Security Survivors benefits are paid to widows, children, parents and ex-spouses of covered workers. The Social Security program actually consists of three..

By: Andrew Marshall

Tags: Social Security, Survivors Benefits, Benefits, Claiming Strategy, Advice

Posted: 10/19/2016

Read Article
When It Makes Sense to Buck the Traditional Financial Advice by Catherine Hawley, CFP® in Monterey CA

When It Makes Sense to Buck the Traditional Financial Advice

Let’s say that you’re 30 and you inherit $500,000. What should you do with the money?   Traditional financial planning advice might look something..

By: Catherine Hawley, CFP®

Tags: Personal Finance, Financial Planning, Financial Advice, Traditional Financial Advice, Buck Traditon, Financial Regrets, Regret, No Regrets

Posted: 10/12/2016

Read Article
Top 5 Financial Mistakes Beginners Make by Catherine Hawley, CFP® in Monterey CA

Top 5 Financial Mistakes Beginners Make

There’s a lot of financial advice out there. Enough that your head starts to spin when you try to take it all in, understand it, and figure out which pieces..

By: Catherine Hawley, CFP®

Tags: Financial Planning, Financial Mistakes, Financial Planning Mistakes, Top 5 Mistakes, Top 5 Financial Mistakes, Financial Beginners, Financial Planning Beginners

Posted: 09/21/2016

Read Article