Garrett In The News

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Should I Use My Home Equity to Buy Stocks?, NASDAQ.com, April 8, 2021

NASDAQ.com

If you're looking mostly for financial planning services and you're comfortable managing your assets on your own, maybe you wouldn't mind a second opinion on your portfolio, I would look for a planner that charges by the hour. A couple of places we've mentioned before, the Garrett Planning Network, National Association of Personal Financial Advisors or NAPFA, and you'll find that they just charge between $100 and $300 an hour or so.

Read article here.

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You've Got Personal Finance Questions. We've Got Answers., December 29, 2020, The Motley Fool

The Motley Fool

So the two places I always recommend are the Garrett Planning Network. That's G-A-R-R-E-T-T. I know many of the Garrett planners, I've been to their conference many times. Solid, solid people.

Read article here.

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Life and Money with Helaine: Where to invest a large sum later in life, Muskogee Phoenix, January 15, 2020

Muskogee Phoenix

The Garrett Planning Network, which specializes in working with middle-income people, is a good place to start.

Read article here.

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How to find a financial adviser for a one-time planning session, StarTribune.com, December 5, 2020

StarTribune

You could check out the Garrett Planning Network. The Garrett planners are CFPs willing to keep the cost of their advice down by breaking down major financial questions into discrete tasks.

Read article here.

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How the pandemic made working with a financial planner easier, Los Angeles Times, April 4, 2021

Los Angeles Times

There are now fee-only planners who work on an hourly basis (such as those affiliated with Garrett Planning Network)...

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2021

4 Steps to a Happy Single Retirement, Kiplinger.com, April 8, 2021

The Garrett Planning Network lists advisers who don’t require any asset or income minimums for their clients.

Read article here.

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Kiplinger.com

How to Find a Financial Advisor if You're Not Rich, US News, April 8, 2021

Garrettplanningnetwork.com offers a map of the United States where users can click on a state and find a list of financial advisors who cater to the middle class.

Read article here.

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US News & World Report

Want to get into investing? Start with these free stock trading platforms, CNBC, June 23, 2021

When you start your search, you can ask your trusted friends and family members for recommendations. Other sources include searching through the National Association of Personal Financial Advisors and The Garrett Planning Network. Read article

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CNBC

Key to-do items if you want to retire within 10 years, CNN Business, June 10, 2021

So even if you don't want to pay someone else to manage your nest egg on an ongoing basis and charge you a percentage of your assets, you might invest a few hours to work out a roadmap with a fee-only certified financial planner who specializes in retirement issues. To find one, check the Garrett Planning Network...

Read article here.

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CNN Business

PGIM India MF and WFAN launch scholarship program for aspiring women financial advisors, The Economic Times, March 8, 2021

Commenting on this partnership, Sheryl Garrett said, “I am delighted to partner with WFAN to bring The Garret Planning Network to India and help our vision and WFAN’s vision to make competent and objective financial advice accessible to all people”.


Read article here.

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The Economic Times

PGIM India Mutual Fund launches second career programme for women, The India Times, March 8, 2021

“I am delighted to partner with WFAN to bring ...objective financial advice accessible to all people," said GPN founder Sheryl Garrett.

Read article here.

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The India Times

2020

This myth debunked: You don’t have to be wealthy to hire a financial advisor, CNBC.com, October 27, 2020

“You don’t need to be rich to work with a financial planner,” said Justin Nichols, a Manhattan, Kansas-based certified financial planner and director of operations at the Garrett Planning Network. For example, the 200-plus advisors in the Garrett Planning Network offer the option of paying by the hour for financial planning. “Our advisors agree to work with a broad group of clients, not just the wealthy,” Nichols said.

Read article here.

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CNBC.com

How to find a financial adviser for a one-time planning session, StarTribune.com, December 5, 2020

You could check out the Garrett Planning Network. The Garrett planners are CFPs willing to keep the cost of their advice down by breaking down major financial questions into discrete tasks.

Read article here.

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StarTribune

What Retirees Should Know Before Buying a Vacation Home, January 18, 2020, Barron's

Still, one thing to keep in mind from the outset is that you shouldn’t view a vacation home primarily as an investment, says Tom Fredrickson, a New York financial advisor who’s part of the Garrett Planning Network.

Read article here.

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Barron's

Here’s how to finally start investing in 2020, CNBC.com, January 3, 2020

“Patience is an important lesson to learn for young investors. They want to see quick results,” says Randy Gardner, an adjunct professor of financial planning at the American College of Financial Services and financial coach with the Garrett Planning Network of financial planners.

Many other Garrett Network members are quoted in this article as well.

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CNBC.com

How to have a baby, even if you’re worried you can’t afford it, Vox, February 7, 2020

“I hate to think of people missing out on the joyhood of being a parent, if they want to be a parent, because of money,” says Sheryl Garrett, a veteran financial adviser and founder of the Garrett Planning Network. “We always find a way to make ends meet.”

Read article here.

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Vox

Time Is Running Out to Minimize Future Taxes. Here’s How to Do It, Barron's, December 5, 2020

The bottom line for taxpayers, says Randy Gardner, a Las Vegas CPA and director of education for Garrett Planning Network, is to use the same rigor in Cares Act planning as is typical in year-end tax planning: Adjust tax obligations so they are reduced as much as possible and handled at the most opportune time.

Read article here.

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Barron's

So, Should We Be Investing Right Now?, July 1, 2020, Coveteur

“Try websites like the Garrett Planning Network or your financial institution to find a CFP you can consult, whether for general investing advice or guidance on specific decisions." Quote from interview with Alexa von Tobel, CFP®.

Read article here.

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Coveteur

I’m planning to retire in five years. Should I hire a financial planner? NJ.com, January 10, 2020

Then there’s the Garrett Planning Network, which recommends fee-only planners. If you’re looking for someone who can help you on a short-term basis, perhaps hourly or just for help with a specific project, this might be a good place to start.

Read article here.

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NJMoneyHelp.com

You've Got Personal Finance Questions. We've Got Answers., December 29, 2020, The Motley Fool

So the two places I always recommend are the Garrett Planning Network. That's G-A-R-R-E-T-T. I know many of the Garrett planners, I've been to their conference many times. Solid, solid people.

Read article here.

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The Motley Fool

67-year-old retiree with just $83K in savings wonders about returning to work, The Seattle Times, January 7, 2020

A fee-only advisor — one who is paid only by clients’ fees, rather than by commission — could help you review your options. The Garrett Planning Network offers referrals to fee-only planners who charge by the hour.

Read article here.

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The Seattle Times

How to Find a Financial Advisor if You're Not Rich, U.S. News & World Report, July 21, 2020

Garrettplanningnetwork.com offers a map of the United States where users can click on a state and find a listing of financial advisors who cater to the middle class.

Read article here.

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U.S. News & World Report

WFAN to Enable Women Towards the Path of Financial Independence, The Week, February 21, 2020

The journey began with a purposeful collaboration between WFAN and The Garrett Planning Network, USA founded by Sheryl Garrett in 2000. The 'Financial Life Planner and Investment Adviser' program focuses on helping existing Independent Financial Advisers to transition to a Fee-Only model and add value to themselves and their clients. The Garrett Planning Network pioneered the fee only hourly model to serve the underserved low and middle-income earners in the United States. The network currently has 250 members serving 25000 families across the US. Garrett and her team will be involved in making their successful model applicable and scalable in India.

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The Week Magazine

Ask yourself 3 questions before jumping into the stock market in 2020, CNBC.com, January 3, 2020

“Many investors jump right in and put their money immediately at risk,” says Randy Gardner, an adjunct professor of financial planning at the American College of Financial Services and financial coach with the Garrett Planning Network of financial planners.

Read article here.

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CNBC.com

5 Financial Resolutions You Can Make Right Now, AARP.com, December 21, 2020

And keep some of your money at home, in both large and small bills, suggests Sheryl Garrett, founder of a network of financial planners. Who hasn't needed cash to pay or tip people who are delivering meals or helping out in other ways?

Read article here.

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AARP.com

Life and Money with Helaine: Where to invest a large sum later in life, Muskogee Phoenix, January 15, 2020

The Garrett Planning Network, which specializes in working with middle-income people, is a good place to start.

Read article here.

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Muskogee Phoenix

2019

InvestmentNews announces 2019 Innovation Awards winners Sheryl Garrett is this year's InvestmentNews Icon, Investment News, April 17, 2019

The event, which was attended by about 220 people representing all spheres of the financial advice industry, also honored Sheryl Garrett, the founder of the Garrett Planning Network, as the 2019 InvestmentNews Icon.

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InvestmentNews

Interested in Cash-Out Mortgage Refinancing? Here’s What You Need to Know, Barron's, December 21, 2019

“You’re putting the risk on your house,” says Tom Fredrickson, a New York City financial planner in the Garrett Planning Network.

Also, experts say to stay away from deploying the cash for frivolous spending like vacations. “You should use the money in a way that would be an investment rather than an expenditure,” Fredrickson says.

Read article here.

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Barron's

Women in Finance - Opening up a whole new world of possibilities, webindia123.com, February 20, 2019

Life & Money, an innovative, holistic, digital platform with a vision to empower Indians to lead a 'rich' and 'balanced' life, and Garrett Planning Network, USA whose mission is to make competent, objective, financial advice accessible to all people; announces its collaboration to launch an exclusive 'The Women Financial Advisers Network', a first of its kind in India.

Read article here.

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Webindia123

How Many Mutual Funds Are Too Many?, The Wall Street Journal, September 6, 2019

“You should try to cover much of the market, but try to do it efficiently, without duplication,” says Tom Fredrickson, a financial adviser in New York who’s part of the Garrett Planning Network. “I would think longer about adding a fund than subtracting one,” he says. “You want to make sure it’s really adding diversification.”

Read article here.

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The Wall Street Journal

How to Pick a Financial Planner Who's Right for You, The Motley Fool, August 12, 2019

The places we often say you can go find a fee-only financial planner are the Garrett Planning Network, National Association of Personal Financial Advisors (NAPFA), or our very own Motley Fool Wealth Management.

Read article here.

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The Motley Fool

Garrett Planning Network expanding to India, InvestmentNews, January 14, 2019

The Garrett Planning Network, which promotes making financial planning available to the masses by charging hourly fees, is slated to launch a version of the network in India early this year.

Read article here.

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InvestmentNews

These Are the New Rules for Finding a Financial Advisor You Can Trust, Money, August 13, 2019

If you don’t need consistent money management, consider hiring an hourly-fee planner like those in the Garrett Planning Network, as paying 1% of your total assets can add up, and you might not be receiving services equal to such a sum.

Read article here.

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Money

Life & Money and The Garrett Planning Network USA Announce Their First in a Series of Roadshows to Celebrate International Women's Day, Business Standard, March 5, 2019

In these roadshows, Life & Money, an innovative, holistic, digital platform with a vision to empower Indians to lead a 'rich' and 'balanced' life, and Garrett Planning Network, whose mission is to make competent, objective, financial advice accessible to all, are collaborating to launch an exclusive 'The Women Financial Advisers Network' , a first-of-its-kind in India.

Read article here.

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Business Standard

How to Beat Pesky Fees, Kiplinger.com, December 27, 2019

Advisers in the Garrett Planning Network offer services on an hourly basis and typically charge about $180 to $300 per hour.

Read article here.

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Kiplinger

How Many ETFs Should I Invest in for a Diversified Portfolio?, EFT Trends, September 12, 2019

“You should try to cover much of the market, but try to do it efficiently, without duplication,” Tom Fredrickson, a financial adviser part the Garrett Planning Network, told the WSJ. “I would think longer about adding a fund than subtracting one. You want to make sure it’s really adding diversification.”

Read article here.

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EFT Trends

FINANCIAL PLANNING FOUNDERS STARTED A MOVEMENT — AND CREATED A PROFESSION By InvestmentNews Staff — September 14, 2019

Before Sheryl Garrett put her stake in the ground on the issue about two decades ago, the notion of providing financial advice on an hourly basis was virtually unheard of.

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InvestmentNews

What Women Want in a Financial Adviser, Kiplinger, October 3, 2019

Kiplinger’s generally recommends starting your search with two sources: the Garrett Planning Network, members of which are willing to work on a fee-per-hour basis, and the National Association of Personal Financial Advisors, which lists a range of fee-only financial advisers. Beyond that, however, connecting with the right counselor is a very personal decision—especially for women.

Read article here.

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Kiplinger

Q-and-A Column: Where is the safe haven for retirees?, Pittsburgh Post-Gazette, January 29, 2019

If your steady income covers 80 percent or more of your current expenses and there is enough in the other investments to weather inflation and a few big future expenses, a 90 percent stock allocation starts to look more reasonable, said Sheryl Garrett, founder of the Garrett Planning Network.

Read article here.

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Pittsburgh Post-Gazette

IRAs Offer You More Flexibility for Early Withdrawals Than 401(k)s, Money, September 25, 2019

“Credit card people will come knocking on your door and make you repay that debt, but no one is going to knock on your door and make you repay yourself the money you took out of your IRA,” Garrett says. The best way to build up your retirement nest egg is to have the money automatically deposited there from your paycheck every month, so if you end up withdrawing money from your IRA prematurely, you can put it back in on the same schedule, Garrett suggests. (You can direct your bank to make automatic contributions to your IRA on payday, for example.)

Read article here.

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Money

Motley Fool Answers Mailbag: Your Eyes Are on the Retirement Prize, The Motley Fool, August 12, 2019

At Garrett they call it the free "Get Acquainted" meeting. You talk about what you're looking for. They can tell you whether they provide it and then you can choose a fit.

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The Motley Fool

You've got the new house! Now, how do you afford to furnish it? , May 9, 2019

Earmarking savings for furniture can help homeowners pay for it in cash. And that’s the “absolute best way” to buy, says Justin Nichols, certified financial planner and director of operations at Garrett Planning Network.

Read article here.

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Southeast Missourian

ICONS & INNOVATORS, Investment News, February 4, 2019

“It’s taking a little longer than I initially thought, and at this point I don’t see hourly pricing taking over in the next 10 years, but I believe it will happen within my lifetime,” she said. "I still see hourly fees as the next big wave of service to clients in financial planning.”

Read article here.

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InvestmentNews