Garrett Planning Network
Financial Planners
Join The Network >>

News and Views for consumers

"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

"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
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
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
College Transitions: Prepare for Emergencies by Philip Lee, CFP® in Wakefield MA

College Transitions: Prepare for Emergencies

Last week Kristen and Julia, our rising high-school senior, visited McGill University in Montreal, Canada.  By all accounts it was a hugely successful trip...

By: Philip Lee, CFP®

Tags: For Consumers, College, Emergency

Posted: 08/09/2016

Read Article
Pricing Carbon and the Fiduciary Standard for Investment Advice by Thomas Nowak, CFP® in Grayslake IL

Pricing Carbon and the Fiduciary Standard for Investment Advice

What Does Pricing Carbon Have in Common with the New Fiduciary Standard for Investment Advisors? The short answer: A lot. The typical answer: These issues..

By: Thomas Nowak, CFP®

Tags: Fiduciary, For Consumers

Posted: 06/13/2016

Read Article
Searching for Financial Advisors Online: What You Should Know by Mike Chamberlain, CFP® in Santa Cruz CA

Searching for Financial Advisors Online: What You Should Know

When you’ve realized it’s time to get some professional help from the financial services industry, you’ll probably start with a Google search...

By: Mike Chamberlain, CFP®

Tags: For Consumers, Fiduciary

Posted: 03/14/2016

Read Article
Plant Power Investing by Thomas Nowak, CFP® in Grayslake IL

Plant Power Investing

Evidence increases by the day that more consumers are moving towards a plant-based diet. How can the average investor take advantage of this trend? Low-cost index..

By: Thomas Nowak, CFP®

Tags: For Consumers, Investing, Sustainable Investing, Sri, Health

Posted: 02/11/2016

Read Article
8 Questions to Ask Yourself Before You Invest by Mike Chamberlain, CFP® in Santa Cruz CA

8 Questions to Ask Yourself Before You Invest

As a financial planner and fiduciary investment advisor, I work with people with varying goals and vastly different levels of education, income, assets and comfort..

By: Mike Chamberlain, CFP®

Tags: For Consumers, Investing

Posted: 02/08/2016

Read Article
Powerball Confessions of a Personal Financial Planner by Didi Dorsett in Historic Occoquan VA

Powerball Confessions of a Personal Financial Planner

As I wrapped up a financial planning presentation with clients last week, we laughed when we realized we were all going to buy Powerball tickets on our way home..

By: Didi Dorsett

Tags: For Consumers

Posted: 01/12/2016

Read Article