Financial Planning, Retirement Planning, Investment Advice / Recommendations Portfolio Management
Fee Only, Hourly Rate or Flat Fee. Free estimates. Member Garrett Planning Network* Free Initial Consultation. The Financial Planning Process consists of the following six steps: 1. Establishing and defining the client-planner relationship. 2. Gathering client data, identify goals. 3. Analyzing and evaluating your financial status. 4. Developing and presenting financial planning recommendations and/or alternatives. 5. Implementing the financial planning recommendations. 6. Monitoring the financial planning recommendations.
thebalance.com Should you be worried about bear markets? Probably not. Here's a historical perspective on how often they occur and what to do about them.
How concerned should we be about stock market downturns? This video explains why we needn't be too worried if we're long-term investors.
schwab.com What does a market correction mean, what’s likely to happen next and what can investors do now?
cnbc.com Berkshire Hathaway CEO Warren Buffett warns against buying a stock simply because you think it will increase in value. Instead, you should be able to write down the reasons you're interested without mentioning stock price.
nytimes.com Narrowing down all the options and figuring out where to turn can be paralyzing. We’ve got you covered.
Good News Bad News!
marketwatch.com The Secure Act includes some other important tax changes that have nothing to do with retirement.
nytimes.com Wall Street strategists are issuing predictions for 2020. Ignore them, our columnist says, and invest with cheap, diversified index funds.
nytimes.com Those expensive vacations and costly college educations may not be as hard-earned as you thought.
theatlantic.com American corporations are spending trillions of dollars to repurchase their own stock. The practice is enriching CEOs—at the expense of everyone else.
nytimes.com As a child, she “was desperate to understand money.” Now, as one of the most senior black women in finance, she oversees billions.
nytimes.com We asked you for tips on how you handle the household finances. Here are your best replies.
washingtonpost.com The SEC rule requires brokers to put their customers’ financial interest ahead of their own. But consumer advocates say it is not written strongly enough to prevent conflicts of interest.
huffpost.com The earlier you start teaching your kids about money, the better -- for everyone.
nytimes.com Whether you’re a new investor or an experienced one, how do you pick the best time to invest? One day of bad headlines and the markets drop. The next, things are looking up.
Why You Shouldn’t Wait to Sign Up for Medicare Part B https://nyti.ms/2Jk1SjB?smid=nytcore-ios-share
nytimes.com Some people can delay, but many will end up paying financial penalties if they don’t enroll when they turn 65. Here’s an explanation of the confusing rules.
washingtonpost.com The silver lining to the dark clouds of corrections: Think of it as a big sale on your favorite stocks.
washingtonpost.com "What if the market goes down another 30 percent? How are you going to feel? The key is for people to understand how much risk they can take and how much they can afford to lose."
Save & invest your spare change. Automatically.
It’s worth noting that many wealthy people are born rich, and the fact that they started saving early is likely more the result of their backgrounds than it is a sign of any special abilities that would lead to wealth. (from 2016)
The Lazy Person’s Guide to Successful Investing https://nyti.ms/2NOs3jX?smid=nytcore-ios-share
nytimes.com Is it possible to create a solid, diversified investment portfolio with just three mutual funds? Yes, argues a new book from a 94-year-old author.
washingtonpost.com Knowing when to collect your benefits and understanding the system’s complex rules can be vexing.
Calling all teachers and parents looking to teach kids financial literacy! Check out our free program that simulates a real-world economy in the classroom: https://vgi.vg/2HobGHq #MyClassroomEconomy
apple.news Underestimating how much you’ll spend can be costly, so it’s key to know the common pitfalls.
Do you have a will?
schwab.com Key changes in the U.S. tax code overhaul.
[12/27/17] Feliz Navidad!
reuters.com U.S. securities regulators moved on Wednesday to modernize regulations that require stock and bond trades to settle within three business days, a step the industry has urged the government to take for years.
captain401.com If small business owners knew the incredible tax benefits they could get from offering 401k retirement plans to their employees, they'd offer them immed...
businessinsider.com These are the savings power moves you should be striving to make once you've hit 40.
www.dailyworth.com Want to put a million dollars into your 401(k)? Here's how to do it.
medium.com Personal Finance Series Pt. 6 of 52