2009 Press Coverage / Media Interest

Washington Post, December 27, 2009 – In “Weak economy motivates Americans to save more,” Frank C. Boucher, CEBS, CFP® of Boucher Financial Planning Services in Reston, VA advised novice savers to put non-retirement funds into safe high-yield instruments.

IndexUniverse.com, December 17, 2009 – “An indexer is a stock-picker who has been mugged by reality,” wrote Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA. He goes on to describe why indexing makes more sense than buying individual stocks. Learn more in “The Making of an Indexer.”

NY Daily News, December 7, 2009 – “If you’ve waited until late in life to seek professional help with your money, you’re hardly alone,” said Maureen Whelan, CFP® of M. A. Whelan Financial Planning in Lake Success, NY in “Retirement guide: ‘Never too late’ for a plan; how to pick a financial planner.”

MOAA Financial Frontlines, December 2009 – Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA wrote on the topic, “Cost Versus Value,” and contrasted safety and high yields in “A Dangerous Distraction.”

CFA Magazine, November-December 2009 – “Collectively, CFA Institute members are in a great position to help the public better understand the world of off-shore finance and transform this part of the industry,” said Tony Noto, CFA of Noto Financial Planning in “Siren Songs.”

Asheville Citizen-Times, November 22, 2009 – An announcement was made that Robert Blanke, MBA, CFP® of Braeside Financial Planning, LLC in Fletcher, NC was expanding to include an office in Asheville, NC.

The Wall Street Journal, November 19, 2009 –Sherrill St. Germain, MBA, CFP® of New Means Financial Planning in Hollis, NH was quoted in “How to Escape the Rat Race,” an article on the varying financial factors involved when leaving a job.

San Antonio Express, November 15, 2009 – “Unless you know what's important to you, a budget is like a ship without a destination,” said Steve Juetten, CFP® of Juetten Personal Financial Planning, LLC in Bellevue, WA in “How to avoid budget-busting spending.”

Ahwatukee Foothills News, November 6, 2009 – In “Q&A with Foothills Financial Planning, Inc.,” Kevin O’Reilly, MBA, CRPC® of Foothills Financial Planning, Inc. in Phoenix, AZ shared why he started his firm and how he can help others create a greater sense of security for themselves and their families.

The News Press, November 1, 2009 – In “Forced back into the rat race,” Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL stressed that taking funds out of retirement accounts early is never a good idea.

Registered Rep., November 1, 2009 –George Syata, MBA, CFP® of Practical Planning LLC in Overland Park, KS, Abigail Pons, MBA, CFP® of Capella Financial Services, LLC in Pittsboro, NC, and Liane Warcup, CFP® of Clarus Financial Planning in Geneva, IL were all interviewed in “Taking a Part-Time Track,” an article on how financial advisors can make part-time schedules work for them/

Financial Advisor, November 2009 – The effects of credit companies tightening their lending is discussed in “A New Game.”  Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL contributed some of her observations.

November 2009 – Angie Grillo, CFP®, AIF® of South County Financial Planning in Laguna Niguel, CA was quoted several times relating to social security and medical insurance in the book, Retiring Well on a Poor Man’s Budget.

MOAA Financial Frontlines, November 2009 – Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA said, “When choosing among financial advisors you should look for the qualities you would require from any other professional: honesty, technical competence and empathy.”  Learn more in “Choosing an Advisor.”  Grealish also discussed beneficiary designations in “Take Care of Your Heirs.” 

Morningstar Advisor, October-November 2009 – In “Do You Use Behavioral Finance in Your Practice?,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC was quoted saying, “I tell my clients that the biggest obstacle to successful investing is our own human nature.”

The New York Times, October 23, 2009 – In “Money Talks to Have Before Marriage,” the importance of communicating about money is discussed as a way to help reduce the chance of divorce. Jeff Kostis, CFP®, CPA of JK Financial Planning, Inc. in Vernon Hills, IL commented on the importance of talking through various details and the control issues related to money.

MOAA Financial Frontlines, October 21, 2010 – Kent Grealish, AIF®, CFP® of  Quacera Capital Management LLC in San Bruno, CA reviewed the ups and downs of gold in “Gold Rushes Don’t Always Pan Out.”

IndexUniverse.com, October 16, 2009 – “What we need is an investment strategy that will protect us from being distracted by our feelings. Indexing provides that protection by limiting emotional involvement in the decision-making process,” wrote Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA. Learn more in “Indexing As A Cure For Human Nature.”

Oregon  Live, October 15, 2009 – Jean Keener, CRPC®, CFDP® of Keener Financial Planning, LLC in Keller, TX contributed advice and ideas in an article about couples and money.

The New York Times, October 14, 2009 – In “To Retire in This Weak Market, the Magic Word is ‘Focus’,” Kevin Brosious MBA, CPA/PFS, CFP® of Wealth Management, Inc. in Allentown, PA advised to “get rid of expensive investments and replace them.”

The Dallas Morning News, October 12, 2009 – Jean Keener, CRPC®, CFDP® of Keener Financial Planning, LLC in Keller, TX described who would benefit most from Roth conversions in “Roth rules to ease in 2010, but decision shouldn’t be automatic.”

The New York Times, October 10, 2009 – In “Dividends Beckoning Cautious Investors,” Celia Brugge, MBA of Dogwood Financial Planning in Memphis, TN advised, “Even the most conservative investors need at least a little bit in stocks.”

iVillage, October 5, 2009 – In “Where’s Your Money Going?,” Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL advised, "A budget really has to suit your lifestyle to work."

InvestmentNews, October 4, 2009 – “The public would indeed benefit from a better understanding of the differences between a broker-dealer rep and a registered investment adviser,” said Michael Chamberlain, CFP® of Chamberlain Financial Planning LLC in Santa Cruz, CA in “Let’s call a spade a spade and a salesperson a salesperson.”

Star Tribune, October 3, 2009 – In “Advice for the financially forlorn – and others,” Kevin Sale, ChFC®, CFP® of Sailor Financial, LLC in Bloomington, MN was interviewed regarding his contributions to the book, Investing in an Uncertain Economy For Dummies® by Sheryl Garrett, CFP®.

Military Officers Association of America (MOAA) Blogs, October 2, 2009 – Read “How much are you paying your mutual fund?” to learn ways of eliminating unnecessary expenses. This blog posting was written by Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA.

Insight Magazine, October 2009 – In “American Expat Tax Saving Strategies,” Anthony Noto, CFA of Noto Financial Planning in Shanghai, China explained ways American expats can lower their tax bills without drawing trouble from the IRS. Insight Magazine is produced by the American Chamber of Commerce in Shanghai.

Kiplinger’s Personal Finance Magazine, October 2009 – An emergency fund investment idea is offered by Katherine Holden, ChFC®, CFP® of Holden Financial Planning in Wayne, PA in “Kiss 0% Goodbye.”

Kiplinger’s Personal Finance Magazine, October 2009 – In “Boomerang Budgeting,”Everette Orr CPA, CFP®, CFA of McLean, VA was quoted in an article examining financial issues of young adults returning to live under the parental roof.

Baltimore Sun, September 24, 2009 – In “Financial planner answers your money questions, “ an announcement was made that Jim Ludwick, CFP® of MainStreet Financial Planning, Inc. in Odenton, MD would be a live chat guest on the Baltimore Sun website.

IndexUniverse.com, September 18, 2009 – In “Zen & The Art of Index Investing,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA discussed his journey on how he came to be “one with the market.”

Military Officers Association of America (MOAA) Blogs, September 15, 2009 – In “Accidental Investors and Heirloom Securities,” the combination of inherited investments and sentiment is visited. This blog posting was written by Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA.

NewsOk, September 5, 2009 – “This could be the opportunity of a lifetime to buy a house. In some areas, prices are below what they were five or six years ago,” said Debbra Dillon, CFP® of Dillon Financial Planning in Eagle, ID in “Financial Planners Get Eager on Homes.”

San Antonio Express, September 6, 2009 – Debbra Dillon, CFP® of Dillon Financial Planning in Eagle, ID and Charles Carroll, MA, MBA, AIF® of New Outlook Financial LLC in Portland, OR were quoted in “What Financial Planners Say About Buying Real Estate.”

Fidelity Investors Publications, August 25, 2009 – In “An Education in 529 College Savings Plans,” Brooke Salvini, CPA/PFS, CFP® of Salvini Financial Planning in San Luis Obispo, CA advised that “you should consider your gift choices carefully.”

Military Officers Association of America (MOAA) Blogs, August 25, 2009 – Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA is a contributor to the Financial Frontlines blog on the MOAA website. Read his postings, “What’s the Difference between a Lottery Ticket and GM Stock” and “Why Common Sense Can be More Valuable than an MBA.”

Wall Street Journal Online, August 4, 2009 – Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL discussed the importance of “Getting Personal: Don’t Wait for a Disaster to Get Prepared.”

EuroBiz Magazine, August 2009 – In “Wading In,” Anthony Noto, CFA of Noto Financial Planning in Shanghai, China explained different ways to invest in Chinese stocks and why it’s critically important for expats in China to keep diversification in mind. EuroBiz is produced by the European Union Chamber of Commerce in China.

New Jersey News Room, July 20, 2009 – Several New Jersey Garrett members are mentioned in the article, “Boroson on Money: Eight Hourly, Fee-Only Planners in NJ.”

The Wall Street Journal, July 6, 2009 – Michael Chamberlain, CFP® of Chamberlain Financial Planning LLC in Sacramento, CA and Kevin Brosious, MBA, CPA/CFS, CFP® of Wealth Management, Inc. in Allentown, PA both provided advice on real estate funds in the article, “Seeking Shelter, Literally.”

The Erickson Tribune, July 1, 2009 – “My philosophy is, if somebody is going to get paid for this stuff, let’s keep it in the family,” said Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL. Read more in “Money Matters: Helping cash-strapped family members.”

CBS MoneyWatch.com, June 5, 2009 – Kathleen Campbell of Campbell Financial Partners LLC in Ft. Myers, FL suggested establishing a home equity line of credit in “Facing a Pay Cut: Here’s How to Deal with It.”

Detroit News, May 11, 2009 - “Whatever income you think you’ll need, subtract the sources you know you’ll have and the rest is what your nest egg creates,” said Warren McIntyre, CFP® of VisionQuest Financial Planning LLC in Troy, MI in a column about ways to fix investors’ scrambled nest eggs following the stock market slump of the last 16 months.

Reader’s Digest, May 2009 – Jeff Kostis, CFP®, CPA of JK Financial Planning, Inc. in Vernon Hills, IL and Frank Boucher, CEBS, CFP® of Boucher Financial Planning Services in Reston, VA were both quoted in “Family Money Advice You Can Bank On.” The article covers strategies to keep your finances on track, depending on your stage of life.

The New York Times, April 21, 2009 – Martha Schilling, AAMS, CRPC®, ETSC, CSA of Schilling Group Advisors in Dresher, PA was quoted in the article, “Making Your Money Last as Long as You Live.”

Chicago Tribune, March 22, 2010 – Kathleen Campbell of Campbell Financial Partners LLC in Ft. Myers, FL cautioned participants about the risks involved in the various retirement plans in “Section 457 deferred-compensation plans are risky in this economy.”

CNN Money, March 16, 2009 – Kevin Brosious, MBA, CPA/CFS, CFP® of Wealth Management, Inc. in Allentown, PA recommended reviewing beneficiary choices periodically in the article, “5 Things to Know About Naming Beneficiaries.”

Consumer Reports Money Adviser, March 2009 – Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL and Jennifer Hartman of Greenleaf Financial Group, LLC in Los Angeles, CA provided money-saving tips for the article, “Have Fun on a Shoestring.”

AARP The Magazine, March 2009 - To help show the way to a more secure future, AARP The Magazine teamed with the Garrett Planning Network to provide a free financial plan to six winners of a Money Makeover contest. Ben Jennings, CPA/PFS, CFP® of Navigator Financial Planning, Inc. in Tacoma, WA, performed a financial makeover plan for the first couple. Learn their story in “The Kenyon’s Progress.”

Financial Planning, March 2009 – In “What Works Now,” Marie Swift, Garrett Marketing/Communications Coach featured Michael Knight, CFP® of Knight Investment Planning, LLC in Libertyville, IL and Rob Oliver, CFA, CFP® of Oliver Financial Planning, LLC in Ann Arbor, MI. Both Knight and Oliver provided examples of what is working well in each of their businesses with the present economic turbulence.

Kiplinger, February 23, 2009 – In reference to buying a house, Brooke Salvini, CPA/PFS, CFP® of Salvini Financial Planning in San Luis Obispo, CA said, "Investing in the stock market is just for money that you won't need for at least three to five years." Learn more in “Q&A: How a Home Fits into the Financial Puzzle.”

Phoenix Business Journal, February 20, 2009 – “Simply put, you’re making a bet the new venture beats returns from traditional retirement investments,” said Kevin O’Reilly, MAB of Foothills Financial Planning, Inc. in “Investor’s Using 401(k)s to Fund Business Startups.”

OpposingViews, February 17, 2009 – In “Where Should I Put My Savings?,” Martha Schilling, AAMS, CRPC®, ETSC, CSA of Schilling Group Advisors in Dresher, PA advised that “whether short-term, mid-term or long term, your funds require more than a cursory review of the available options.”

The Scientist, February 2009 – Tom Nowak of Quantum Financial Planning LLC in Grayslake, IL participated in a one year follow up to a money makeover article that was published in 2008. The review involved a scientist nearing retirement with a reduced nest egg and recommendations addressed tracking expenditures, working longer and timing Social Security benefits in order to improve financial security.

Seattle Times and Bankrate.com, February 2009 – Tom Nowak of Quantum Financial Planning LLC in Grayslake, IL was quoted in an article by Teri Cettina of Bankrate.com which addressed seven bad money habits and how to beat them.

Dana-Farber Cancer Institute – Janice Swenor of Langtree Associates in Westminster, MA is featured in “Program Helps Protect Financial Health of Dana-Farber Patients” for her pro-bono work helping patients, families and survivors manage the repercussions of cancer.

Kansas City Star, January 24, 2009 – Kristine McKinley, CPA, CFP® of Lee’s Summit, MO, advised a family in “Money Makeover: Planning Ahead to Deal with Hard Times.”

ABC News, January 13, 2009 - "It's a wonderful learning experience," said Martha Schilling, AAMS, CRPC®, ETSC, CSA of Schilling Group Advisors in Dresher, PA, when asked about investment clubs. "They promote value investing and not trading, getting a solid foundation, researching companies and doing comparisons, monitoring them." Learn more in the article, “Investment Tip: Join the ‘Club’.”

Chicago Tribune, January 9, 2009 – “Too many buyers let emotion dominate their decision on where to live and pick a neighborhood too quickly,” said Michael Knight, CFP® of Knight Investment Planning, LLC in Libertyville, IL. Read “Keeping the Upper Hand in Housing Deal” for tips on navigating the current housing market.

ABCNews.com, January 2009 – Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL addressed the cost-savings in reducing your homeowner’s insurance if your home’s value and/or your area’s construction costs are significantly lower.

Kiplinger’s Personal Finance, January 2009 – In “Special Handling for Sudden Wealth,” Brooke Salvini, CPA/PFS, CFP® of Salvini Financial Planning in San Luis Obispo, CA advised that you should put an influx of cash into a savings account so you can earn interest while plotting your next move.

NAPFA Planning Perspectives, January 2009 – Kathleen Campbell of Campbell Financial Partners, LLC in Ft. Myers, FL was selected to contribute an article regarding Roth IRA conversions for NAPFA’s consumer newsletter.

These articles were written by a professional financial journalist for The Garrett Planning Network, Inc. and is not intended as legal or investment advice. GPN makes no representations or warranties with respect to the accuracy of the information or ideas presented in these articles. Any use of such information or ideas is done at your sole risk and GPN disclaims all liability associated therewith.