Category Archives: Financial Advice

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

Posted in 401 (k) Plans, Financial Advice, Financial Advisor | Tagged , , , , , , , , , , , , , , , | Leave a comment

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

Posted in 401 (k) Plans, Financial Advice | Tagged , , , , , , , | 2 Comments

WHY FINANCIAL FREEDOM PLANNERS?

About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading

Posted in Financial Advice, Financial Planning | Tagged , , , , , , , , , , , | Leave a comment

10 Things to Know About Money After 50

Enclosed is a recent article in its entirety with input from your’s truly.  It was written  by Rebecca Reisner, an editor for Businessweek.com, and her writing has appeared in Discover, The New York Times, The Daily News, and The Hartford Courant. … Continue reading

Posted in Financial Advice, Financial Planner, Retirement Planning | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

LOOKING FOR A FINANCIAL ADVISOR? THE “F” WORD YOU SHOULD BE AWARE OF

There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing.  We’re focusing on one very important distinction when evaluating financial providers…the “F” word. In a recent article by a … Continue reading

Posted in Financial Advice, Financial Advisor | Tagged , , , , , , , , , , | 2 Comments

What You Need To Know About The Affordable Care Act

Last week enrollment for the Affordable Care Act, also known as Obamacare, officially began.  For this reason, you’ve probably seen a lot of news about Obamacare lately, and it’s only going to increase.  It was a rocky start to say … Continue reading

Posted in Financial Advice, Financial Advisor, Financial Planning | Tagged , , , , , | Leave a comment