Garrett Planning Network News

Sheryl Garrett and the Network have figured in the news a lot lately. Here is a sampling of the latest; Sheryl Garrett and the Network featured in Forbes Magazine: http://www.forbes.com/sites/baldwin/2013/09/04/financial-advice-that-will-save-you-50000/ Also in Reuters on the impact on the middle class of how they to pay for financial services: http://www.reuters.com/article/2013/09/19/us-column-miller-fiduciary-idUSBRE98I07V20130919 And last but not least, Sheryl […]

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Kulig Financial Advisors now offering Dimensional Fund Advisors funds

In August I attended a conference held by Dimensional Fund Advisors, a semi-passive fund manager, so that I may offer their funds to clients who have an ongoing relationship with Kulig Financial Advisors (asset management or portfolio monitoring assignments). The session in New York was very good, and I can now make these products available […]

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The Affordable Care Act (ACA)

The Basics for Those New to Universal Health Coverage Although the Act was approved back in 2010, there has been little specific information on what this might mean in concrete terms until very recently. The Act goes into effect very soon—October 1 is the target date for new health care exchanges, and we will all […]

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Alternative Investments

In July I attended a conference in Newport, Rhode Island for family wealth offices. (I used to consult to some family wealth offices in a previous incarnation, which is when I started attending.) I continue to go, since once in a while, investment ideas are introduced here before they begin to appear elsewhere. Many “alternative” […]

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Money Saving Tips

Resources and Links to Savings Opportunities The resources listed here have so many good tips that you could have difficulty implementing it all.  The key to using them is analyzing your own cash flow to see where money “leakages” are happening. Nobody has perfect savings habits, and sometimes circumstances change. So try focusing on the […]

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