On March 28th, Kulig Financial Advisors sponsored the Women’s Business Owner’s Night of Comedy. The Night of Comedy features comedians for what is an enjoyable night of laughs, with proceeds to support Homework House Holyoke, Smart Girls/Boys Club Westfield, and Holyoke Career Closet. The event will be on again next year. For tickets and more […]
Garrett planners, including yours truly, started participating as experts answering personal finance questions on a personal finance website called www.dimespring.com. For some questions I have answered, you can head to https://www.irs.com/users/nkuliggarrettnetwork. If you look at all the Garrett planner material, you will see what a resource the entire network can be.
In March 2013, Sheryl Garrett became part of a panel on the Wall Street Journal’s Meet the Experts series. This panel of national experts tackles questions submitted by readers. Please see http://stream.wsj.com/story/experts-wealth-management/SS-2-135511/SS-2-176932/?mod=wsj_streaming_experts-wealth-management for more. Kulig Financial is proud to be part of the Garrett Planning Network.
The press has made much ado over the stock market’s rise so far this year. Many investors who have little stock exposure ask if they can still add it to their portfolios, or whether things have risen too far, too fast. Others have become more bullish based on the same trends. This post addresses why these […]
Some of you know that in my off hours, I engage in musical activities as a cellist. In a nice start to the New Year, I was asked to play as part of a baptismal ceremony for a newborn whose father had composed the music. This was actually the second time I got to do […]
On a light note, I had to smile when on a recent trip to Disneyworld with my family, we encountered The Great Piggybank Adventure (“Become a Finance Smarty Pants”). Sponsored by T. Rowe Price, it is a hands-on game teaching the basics of setting financial goals, saving, inflation, and diversification. Despite the fact that finances […]
In late 2012 I wrote a summary of potential changes to the tax code in case the U.S. went over the “fiscal cliff.” At the eleventh hour, Congress finally acted on the potential expiration of the Bush tax cuts, and some other changes occurred which taxpayers should be aware of. As a result, this post focuses […]
As we enter 2013, I’m writing to summarize what happened in the markets last year and to share my thoughts on the impact of current conditions on portfolios for the year ahead. Last year we saw continued shifts in the market that have been typical since the global financial crisis (which will be marking its […]