Thor, Retirement Milestones, Connecticut Investing, 529 College Savings Plans, and Reverse Mortgages – Garrett Members in the News

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Winter Storm Thor captured the headlines this week, but as we like to say at Garrett HQ: Neither sleet, nor snow, nor slushy mess – nothing keeps us outta the press. Okay, enough small talk. Members in the News This Week Yahoo! Finance quotes Maura Griffin in “Retirement milestones to look forward to.” Doug Bellfy is featured in CTNOW’s, “IRA Makeover: …

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Financial Planning: Unplugged

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This post is by Garrett Planning Network member Charlie Bolognino, ChFC®, of Side-by-Side Financial Planning, LLC. There’s a lot of fancy talk out there when it comes to financial planning. It’s a profession that loves its jargon, calculations, and software-based projections. When it gets down to it though, confidence in your financial plan boils down to two …

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Tax Refunds, Investor Protections, and Fee-Only – Member Blogs from Last Week

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Here’s what a few of our members have been writing about. If you like what you see, spend some more time on their Websites exploring all the great content they have. Jim Blankenship, CFP®, EA Jim posted IRS Gives 5 Good Reasons for Direct Deposit on his blog Getting Your Financial Ducks In A Row.  It can be …

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Delaying Savings, Lady Gaga, Disney Alternatives, and the Oscars – Garrett Members in the News

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It’s been a press filled week for the Network. Founder Sheryl Garrett stole headlines when the President said to “stand up, Sheryl” and proceeded to quote her infront of a national audience about the need for a fiduciary standard to apply all financial advice. Not to be missed in all the presidential fanfare, several of our other …

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The President of the United States Quoting Sheryl Garrett

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Garrett Planning Network founder Sheryl Garrett is quoted by President Obama earlier today. Here’s the clip. See the President’s full remarks here. And the Department of Labor has a great, one minute video that helps explain why the President cites Sheryl Garrett as one of the good ones.

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You already have a budget

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This may come as a shock to some of you, but you already have a budget. Everyone has one, but not everyone pays attention to it. Simply put, If you spend money, you have a budget. It’s not that different from your diet. If you eat food, you have a diet. You may not always …

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