In the News
Founder of Garrett Planning Network, Sheryl Garrett
2009 Press Coverage / Media Interest
| Featured Press Coverage: The New York Times Website, March 18, 2009 |
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The first of a series with Ron Lieber, the Your Money columnist for The Times, about simple tips you can take to improve your financial standing.
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Financial Post, May 23, 2009 – 76 Tips For Investing in an Uncertain Economy For Canadians For Dummies® by Sheryl Garrett, CFP® is included in a list of top sellers according to “Business Best-Sellers.”
Forbes, May 22, 2009 – The Garrett Planning Network is recommended in “Do You Need a Financial Advisor” as a good option for beginners, middle-income consumers and do-it-yourself-ers.
Richmond Times-Dispatch, May 14, 2009 – In “You Need to be Prepared for Different Major Life Crises,” the Garrett Planning Network is mentioned as place to look for professional help during these times.
Chicago Tribune, May 10, 2009 – Sheryl Garrett, CFP®, founder of the Garrett Planning Network, was quoted in the article, “Desire to travel can be derailed by wounded portfolios.” “If you retired a few years ago and withdrew the common 4 percent for living expenses, with annual cost-of-living adjustments, you should be fine if travel plans fit into that budget,” said Garrett.
Calgary Herald, May 9, 2009 – “In short, the book will be an arm’s-length away at my desk at the National Post office, for handy reference,” wrote Jonathan Chevreau about the book, 76 Tips For Investing in an Uncertain Economy For Canadians For Dummies® by Sheryl Garrett, CFP®, founder of the Garrett Planning Network. Learn about this book in “Don’t Do Anything Stupid: Dummies.”
The Wall Street Journal, May 4, 2009 – Rick Ferri, chief executive of investment-advisory firm Portfolio Solutions, LLC in Troy, MI believes that individuals typically don’t need financial planning advice on an ongoing basis, so they can use a planner who charges by the hour. He recommends hiring a financial planner from the Garrett Planning Network in “Tight-Fisted Investing.”
Financial Planning, April 29, 2009 – Shery Garrett, CFP®, Garrett Network Founder, participated in a panel discussion on The Future of Financial Planning. Read the questions and responses in “Notes from the 2009 FPA Retreat.”
SmartMoney, April 24, 2009 – “Cash vehicles yield next to nothing these days, but advisers are still in favor of keeping some money out of the markets. Retirees should hold at least three years of expenses in CDs, money markets or Treasurys,” said Sheryl Garrett, CFP® in the article, “Retiring Soon? 4 Steps to a Better Portfolio.”
The Wall Street Journal, April 23, 2009 – “I had a desire to work with regular folks. I wanted to be accessible to people who are just starting out in life,” said Sheryl Garrett, CFP®, Garrett Network Founder, in “Practice Management: Advisor Finds Success with ‘Regular Folks’.”
SmartMoney, April 13, 2009 – In “6 Smart Ways to Spend Your Tax Refund,” Sheryl Garrett, CFP®, founder of the Garrett Network, suggests creating a cash cushion as a smart option for spending your tax refund money.
Kansas City Star, April 6, 2009 – In “Kids & Money: How to Tell the Children You’ve Been Laid Off,” Sheryl Garrett, CFP® suggests getting the whole family involved and aware of the situation, reassuring them it will be okay and letting them know of the changes that it might bring.
MarketWatch, April 2, 2009 – Sheryl Garrett, CFP® recommends using the IRS’s online withholding calculator as a good option to assess withholdings in the article, “More Like a ‘Make Work’ Credit.”
SmartMoney, March 13, 2009 – Hoping to grab potential long-term customers, brokerages like TD Ameritrade and E*Trade are offering cash bonuses of up to $500 and other incentives to those who either open a new IRA or roll over their existing account into one. Sheryl Garrett, CFP®, Garrett Network Founder, warns that “consumers shouldn’t just move their cash solely for the bonus.” Read more in “Get Paid to Rollover Your Retirement Account.”
SmartMoney, February 26, 2009 – In an article on how to handle the recent losses to retirement accounts, Sheryl Garrett noted that “most people in their 60s still have some working years ahead of them or, at the very least, have enough savings to get them by for a few years until the market rebounds.” Read “Retirement Guide for 60-Somethings” for five steps people in their 60s can follow to boost their retirement accounts before they retire.
Financial Planning, February 2009 – Sheryl Garrett, CFP®, is featured in “Retirement: A Changing Vision” as an expert and visionary in financial planning. She provided insight into redefining retirement in these turbulent times.
SmartMoney, January 30, 2009 – In “4 Ways to Help Shrink Your Debt,” Sheryl Garrett encouraged patients to work out a payment plan with their medical provider as a doable way of shrinking debt.
MorningStarAdvisor, January 22, 2009 – George Kinder of the Kinder Institute discussed accessibility of financial freedom in “One View on the Future of Financial Planning.” He noted Sheryl Garrett, CFP®, founder of the Garrett Planning Network, as someone who has really addressed this issue thoughtfully.
MarketWatch, January 13, 2009 – “If someone hasn’t reviewed their asset allocation in the last three months, they need to,” said Sheryl Garrett, CFP®, in “Best-laid Plans.”
Chicago Tribune, January 9, 2009 – Sheryl Garrett, CFP®, founder of the Garrett Planning Network suggests that parents save as much as $5,000 per year each in a Roth individual retirement account. “With that type of IRA, parents could tap their original contributions in an emergency without penalty, or use it for college or retirement if no financial problems arise.” Read more in “How to Save for College During a Recession.”
Financial Planning, January 1, 2009 – The Garrett Planning Network is mentioned as a platform for helping advisors in the article, “Serving Their Own.”
AARP The Magazine, January 2009 – AARP The Magazine teamed up with the Garrett Planning Network to provide six households with a free financial review and plan. Read more in “Win a Money Makeover.”
