I was pleased to participate in a panel at the Women’s Advisor Summit sponsored by Investment News in June. The topic for the panel was “Expand Your Offerings and Grow Your Practice with Commission-Free Annuities.” It was great a great panel of women in the business, including moderator… Read More »Nola Kulig was a Panelist for Women’s Advisor Summit in June 2021
We were pleased to recently be quoted on a topic impacting so many families today, which is helping parents with finances as they age. I’ve shared thoughts in newsletters and blogs on the journey I’ve had with my mother in caretaking, and many of you have shared your… Read More »Next Avenue Quotes Nola Kulig on Helping Aging Parents with Finances
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.… Read More »Kulig Financial Advisors Quoted on onWallStreet.com, Bloomberg Business Online and NASDAQ Online
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… Read More »Kulig Financial Advisors Featured in Financial Advisors IQ
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.… Read More »How to Manage Finances When Your Parents Can’t
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… Read More »Working for You: Sheryl Garrett, Founder of Garrett Planning Network, Quoted by President Obama
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… Read More »Nola Kulig, CFA, CFP® accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)
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… Read More »Garrett Planning Network Named to Kiplinger’s Best of Everything 2013
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:… Read More »Garrett Planning Network News
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… Read More »Sheryl Garrett Named one of 30 Most Influential People in NAPFA’s 30-Year History