Garrett Planning Network
Financial Planners
Join The Network >>

News and Views plan

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
Lakewood Ranch financial planner looks at costs of health care in retirement by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Lakewood Ranch financial planner looks at costs of health care in retirement

It is no secret that health care is expensive. For most of us, annual health-care costs increase as we get older and threaten to become our largest expense item...

By: Tom Roberts CFP®, MBA

Tags: Healthcare Costs, Retirement

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
How to Choose the Right 529 Plan by Catherine Hawley, CFP® in Monterey CA

How to Choose the Right 529 Plan

529 plans are one of the most popular ways to save for college, and for good reason. They offer tax-free growth and tax-free withdrawals for higher education expenses,..

By: Catherine Hawley, CFP®

Tags: 529 Plan, College Fund

Posted: 05/04/2017

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
A Different Take on Retirement Planning by Catherine Hawley, CFP® in Monterey CA

A Different Take on Retirement Planning

I think it's safe to say that we all have the goal of one day reaching financial independence. That is, the point at which we have enough money in savings and investments..

By: Catherine Hawley, CFP®

Tags: Saving, Spending, Retirement Saving, Retirement Spending, Retirement, Retirement Planning

Posted: 09/07/2016

Read Article
How to be Mindful About Costs When Planning a Wedding by Catherine Hawley, CFP® in Monterey CA

How to be Mindful About Costs When Planning a Wedding

I’m in the middle of wedding planning right now, and it has opened my eyes to just how incredibly expensive this whole thing can be! I’m a frugal person..

By: Catherine Hawley, CFP®

Tags: Weddings, Wedding Expenses, Wedding Costs, Planning A Wedding, Wedding Planning, Wedding Budget, Wedding Costs

Posted: 06/30/2016

Read Article
The Hypocritical Financial Planner by Catherine Hawley, CFP® in Monterey CA

The Hypocritical Financial Planner

As a financial planner, my job is to help people make smart financial decisions. That means planning ahead for big purchases, making rational spend vs. save decisions,..

By: Catherine Hawley, CFP®

Tags: Planning, Impulsive Spending, Financial Indulgence

Posted: 06/13/2016

Read Article
Financial Planner as Consultant by Andrew Marshall in Carlsbad CA

Financial Planner as Consultant

On my blog, one of the topics I like to cover is explaining how the personal financial advice industry works. Most people get financial advice from someone who..

By: Andrew Marshall

Tags: Financial Help, Fee Only, Trusted Advice

Posted: 05/16/2016

Read Article