Category Archives: 401 (k) Plans

Why POTUS Is Proud Of The Founder Of Garrett Planning Network

Last week was noteworthy as proud members of the Garrett Planning Network!  President Barack Obama singled out Sheryl Garrett as “an adviser who puts clients’ interests first” in a speech last week.  Sheryl is the founder of Garrett Planning Network … Continue reading

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BALANCED INVESTING IS PART OF A BALANCED LIFE

As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios.  We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading

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What’s your 401 (k) IQ?

Five Questions to Ponder Since the advent of the 401 (k) many decades ago, our economy and society have been moving toward self reliance in retirement.  We are more on our own than ever before.  Last week we wrote that … Continue reading

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