Garrett Planning Network
Financial Planners
Join The Network >>

News and Views financial planning

Use your tax forms to boost finances by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Use your tax forms to boost finances

Before you file away your 2016 tax forms, spend a few minutes to see how it can help plan your finances and taxes for 2017. Using tax forms, you quickly can..

By: Tom Roberts CFP®, MBA

Tags: Taxes, Financial Planning

Posted: 06/20/2017

Read Article
What Is What: Fiduciaries, Fees and Financial Advisors by Catherine Hawley, CFP® in Monterey CA

What Is What: Fiduciaries, Fees and Financial Advisors

I have to admit that sometimes I’m embarrassed by my profession. Despite the prevalence of financial advisors (it seems like there’s one on every..

By: Catherine Hawley, CFP®

Tags: Fiduciaries, Financial Advisors, Financial Planning

Posted: 06/16/2017

Read Article
Start 2017 With a Financial Cleanse by Michael Schupak, CFP® 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, CFP®

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

Posted: 01/31/2017

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
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
The True Value of Money by Catherine Hawley, CFP® in Monterey CA

The True Value of Money

Why are you working so hard to make good financial decisions? Why are you tracking your spending, living by a budget, paying off debt, building an emergency..

By: Catherine Hawley, CFP®

Tags: Meaning, Financial Planning, Goals

Posted: 12/14/2015

Read Article
Playing Games With Your Money by Ann L Minnium  CFP®  RICP® in Scotch Plains NJ

Playing Games With Your Money

"I’ll trade you LAX for Fenway Park," my daughter Judy said while playing monopoly with her cousin, Liz. As a fee-only financial advisor, Monopoly is one..

By: Ann L Minnium CFP® RICP®

Tags: Financial Literacy, Financial Planning, Financial Education

Posted: 09/11/2015

Read Article
Financial Planning: Unplugged by Charlie Bolognino, ChFC®, CFP® in Plymouth MN

Financial Planning: Unplugged

There’s a lot of fancy talk out there when it comes to financial planning. It’s a profession that loves its jargon, calculations, and software-based..

By: Charlie Bolognino, ChFC®, CFP®

Tags: Budgeting, For Consumers

Posted: 07/14/2015

Read Article
Financial Planning and Uncertainty by Dylan Ross, CFP®, AFC® in Burlington NJ

Financial Planning and Uncertainty

Benjamin Franklin once wrote, “Tis impossible to be sure of any thing but Death and Taxes.” But even death and taxes are uncertain enough to present..

By: Dylan Ross, CFP®, AFC®

Tags: Financial Planning, For Consumers

Posted: 05/31/2015

Read Article