Spring has finally sprung! We are getting excited for the 13th Annual Garrett Retreat coming up July 25-28, 2013 in Kansas City, MO. This year’s Garrett Retreat will be held at the beautiful Sheraton Kansas City Hotel at Crown Center. As always the agenda will be packed full of educational sessions as well as plenty [...]

Chuck Levin, CPA/PFS is founder of Levin Financial Planning (LFP), located in Wayland, Massachusetts. Before starting his own firm, Chuck served as an officer of a large corporate retirement plan with over 4,500 members. Chuck has an extensive background in investing, having been one of the principals of an institutional money management firm in Cambridge, [...]

Small business owners have dozens if not hundreds of websites which offer help, education and services.  Financial planning practices can choose from a myriad of sites for a fee or free.  But I am especially a fan of one site available to all, paid for through our taxes, which offers the broadest education possible for [...]

We have all heard the horror stories about people whose savings for their children’s college educations and their retirement savings have been wiped out because they did not plan for what would happen if they needed long term care.  Increasingly, we are also hearing about similar situations happening to younger families because one or more [...]

MAGA Ltd. has been a proud sponsor of the Garrett Planning Network for 9 years and again we are delighted to be part of the upcoming Garrett Planning Network Retreat.  MAGA understands how important it is to do the best planning for your clients which is why we provide you with the tools needed to [...]