We were pleased to be quoted recently in an article on how hard it can be for clients to change financial advisors. We have been fortunate to gain the trust of many clients who were looking to change advisors and make sure they were getting a fair shake. Since this is such a tough thing […]
We were pleased to recently be featured in Financial Advisors IQ, an on-line service provided by the Financial Times for advisors. For the article, please see https://financialadvisoriq.com/c/1221023/135053. Financial Advisor IQ (FA-IQ) is a member of the Financial Times family of news services covering the investment management industry, including sister publications Ignites and FundFire. Launched in 2013, FA-IQ is “all about the […]
In place of our monthly post, we are providing an article from Lucy Lazarony, who among other professional pursuits, writes for NextAvenue.org, a PBS-sponsored website for those age 50 and over. The topic of the article is financial care giving for your parents, something many of us must manage. As many of you know, my care […]
I am often reminded of why I joined the Garrett Planning Network. So often Garrett staff finds a way to support its advisors, and Sheryl has worked tirelessly over many years to promote the concept that financial advice should be accessible, in the best interests of clients, and reasonably priced. Her most recent efforts were […]
Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners Nola Kulig of Kulig Financial Advisors in Longmeadow, MA has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kulig becomes affiliated with an organization of more than 2,400 of the most-qualified financial advisors in the nation who deliver […]
I am proud to participate as a fee-only financial planner in the Garrett Planning Network, which was just honored in Kiplinger’s Best of Everything 2013 for Best a la Carte Financial Planning. I concur with their recommendation after being part of the network these last two years. It is a great group of folks working […]
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 […]
All of us in the Garrett Planning Network were very pleased at this announcement: Sheryl Garrett was named one of the industry’s 30 most influential people in the industry by the National Association of Personal Financial Advisors (NAPFA). Sheryl, of course, founded our network and makes our work possible for all of you. For detail […]
Kulig Financial Advisors was mentioned in an article in the Wall Street Journal by Veronica Dagher on the topic of mutual funds closing their doors to investors (you may need to copy this into your browser): http://online.wsj.com/article/SB10001424127887323869604578368263000377502.html?KEYWORDS=veronica+dagher This provides me an opening to briefly comment on the types of funds mentioned in the article, many […]
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.