Family Investment Planning

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

U.S. Stock Bear Markets and Their Subsequent Recoveries

https://www.thebalance.com/u-s-stock-bear-markets-and-their-subsequent-recoveries-2388520

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.

youtube.com

It Won't Go to Zero

https://m.youtube.com/watch?v=C3GtxtWSZxE

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

Market Correction: What Does It Mean?

https://www.schwab.com/resource-center/insights/content/market-correction-what-does-it-mean

schwab.com What does a market correction mean, what’s likely to happen next and what can investors do now?

cnbc.com

Warren Buffett recommends a simple exercise before you buy any stock: Write down your why

https://www.cnbc.com/2020/02/24/warren-buffett-dont-buy-stocks-because-you-think-they-will-perform.html?__source=Facebook%7Cmain

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

The Young Person’s Guide to Investing

https://www.nytimes.com/2020/02/10/smarter-living/the-young-persons-guide-to-investing.html?referringSource=articleShare

nytimes.com Narrowing down all the options and figuring out where to turn can be paralyzing. We’ve got you covered.

marketwatch.com

Secure Act includes one critical tax change ‘that will send estate planners reeling’

Good News Bad News!

marketwatch.com The Secure Act includes some other important tax changes that have nothing to do with retirement.

nytimes.com

Forget Stock Market Forecasts. They’re Less Than Worthless.

https://www.nytimes.com/2019/12/23/business/retirement/index-fund-investing.html?smid=nytcore-ios-share

nytimes.com Wall Street strategists are issuing predictions for 2020. Ignore them, our columnist says, and invest with cheap, diversified index funds.

nytimes.com

Wait a Minute. How Can They Afford That When I Can’t?

https://www.nytimes.com/2019/11/06/your-money/financial-security-envy.html?smid=nytcore-ios-share

nytimes.com Those expensive vacations and costly college educations may not be as hard-earned as you thought.

theatlantic.com

The Stock-Buyback Swindle

http://on.theatln.tc/Vb0niGe

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

Mellody Hobson of Ariel Investments: ‘Capitalism Needs to Work for Everyone’

https://www.nytimes.com/2019/07/18/business/mellody-hobson-ariel-investments-corner-office.html?smid=nytcore-ios-share

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

Your Best Tips for Managing the Family Money

https://www.nytimes.com/2019/06/26/smarter-living/best-tips-manage-family-money-household-finances.html?smid=nytcore-ios-share

nytimes.com We asked you for tips on how you handle the household finances. Here are your best replies.

washingtonpost.com

SEC adopts rules requiring brokers to put customers’ interests above their own. Advocates say it won’t protect consumers.

https://www.washingtonpost.com/business/2019/06/05/wall-street-just-scored-another-big-victory-trump-administration/

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

How To Have 'The Talk' (About Money!) With Your Kids

https://www.huffpost.com/entry/how-to-have-the-talk-about-money-with-your-kids_l_5c2e3512e4b05c88b706e9e2?2yk

huffpost.com The earlier you start teaching your kids about money, the better -- for everyone.

nytimes.com

How to Decide When the Time Is Right to Invest (Paid Post by Vanguard from NYTimes.com)

https://www.nytimes.com/paidpost/vanguard/how-to-decide-when-the-time-is-right-to-invest.html?cpv_dsm_id=190408844&sr_source=lift_fb&tbs_nyt=2018-nov-nytsocial_facebook

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.

nytimes.com

Why You Shouldn’t Wait to Sign Up for Medicare Part B

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

Perspective | How I learned to love a good downturn in the stock market

https://www.washingtonpost.com/business/economy/how-i-learned-to-love-a-good-downturn-in-the-stock-market/2018/10/26/266d5b56-d70d-11e8-83a2-d1c3da28d6b6_story.html

washingtonpost.com The silver lining to the dark clouds of corrections: Think of it as a big sale on your favorite stocks.

washingtonpost.com

Perspective | As stocks go wild, here’s what should you do if you’re retired

https://www.washingtonpost.com/business/2018/10/15/stocks-go-wild-heres-what-should-you-do-if-youre-retired/

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."

Acorns

https://www.facebook.com/AcornsGrow/videos/1373645889437906/

Save & invest your spare change. Automatically.

The Atlantic

https://www.facebook.com/29259828486/posts/10156737968018487/

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)

nytimes.com

The Lazy Person’s Guide to Successful Investing

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

Perspective | What you don’t know about Social Security could cost you

https://www.washingtonpost.com/news/get-there/wp/2018/07/03/what-you-dont-know-about-social-security-could-cost-you/.

washingtonpost.com Knowing when to collect your benefits and understanding the system’s complex rules can be vexing.

https://www.facebook.com/Vanguard/posts/10156497580354736:0

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

Where Retirees Underestimate Spending — The Wall Street Journal

https://apple.news/AKJu-XAdRSDKfh7GaZmFdCg

apple.news Underestimating how much you’ll spend can be costly, so it’s key to know the common pitfalls.

Wisconsin Department of Financial Institutions

Do you have a will?

No will? This can help you get started.

schwab.com

New Tax Law: Here’s What You Should Know

https://www.schwab.com/resource-center/insights/content/tax-reform-what-investors-should-know?cmp=em-QYC

schwab.com Key changes in the U.S. tax code overhaul.

[12/27/17]   Feliz Navidad!

Financial Times

https://www.facebook.com/financialtimes/posts/10155730820440750

Unlike their American counterparts, Japanese bankers feel shame for their failures

reuters.com

SEC shortens settlement cycle for securities trades

http://www.reuters.com/article/us-usa-sec-settlement/sec-shortens-settlement-cycle-for-securities-trades-idUSKBN16T1SW

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

Why Small Business Owners Don’t Offer a 401(k) (But Why They Should) - Captain401

https://captain401.com/blog/why-small-business-owners-dont-offer-a-401k-why-they-should/?utm_source=facebook.com&utm_medium=social&utm_campaign=SMBOwner

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

4 retirement savings goals you should have in your 40s

http://www.businessinsider.com/retirement-savings-goals-for-people-in-their-40s-2017-5

businessinsider.com These are the savings power moves you should be striving to make once you've hit 40.

www.dailyworth.com

How to Save $1 Million In Your 401(k) | DailyWorth

https://www.dailyworth.com/posts/3427-how-to-save-1-million-in-your-401-k

www.dailyworth.com Want to put a million dollars into your 401(k)? Here's how to do it.

medium.com

How To Realistically Become A Millionaire – Personal Finance Series by Richard Reis

https://medium.com/personal-finance-series-by-richard-reis/how-to-become-a-millionaire-19b1421a50a1#.7c4pp22co

medium.com Personal Finance Series Pt. 6 of 52

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