
Barbara is a contributor to "Investing In An Uncertain Economy" part of the For Dummies Series by Wiley Publishing. She is the author of Tip 34 "Making The Most of Employer Retirement Plans".
You may have seen Barbara on channel 5 in March of 2008. She was interviewed by Leon Bibb on "Live on 5" to discuss what the Fed had done in response to Bear Stearn's situation.
In 2006, Barbara was on Channel 3's Good Company on February 14,2006. She discussed the criteria for choosing a financial advisor and the pitfalls that can befall those who have not done their homework.
Barbara has been quoted in many national and local publications such as The Plain Dealer and Kiplinger's. She has been in Kiplinger's many times including the winter 07 and February 08 issue. She was in Business Week in 2007 and MSNBC in 2008. Barbara was quoted in Jean Chatzy's article in More magazine in October 2008 - the one with Michelle O'bama on the cover. She was recently quoted by Jane Stewart Kidd in The Chicago Tribune - the local planner with a national media presence (R).
In September 2005, Barbara was honored by being invited by The Ohio Society of CPAs to speak at The Accounting Show in Cleveland to CPAs on the topics of Wealth Management and College Funding. She has been chairperson of the Financial Planning Committee of the Cleveland Chapter of the Ohio Society since December 2004. Barbara has been presenting at the Accounting Show to NE Ohio's CPAs on College Planning since 2005.
Barbara has contributed to many Kiplinger's articles. In the September 2004 issue of Kiplinger's , she contributed regarding mortgage payoff prior to retirement. .This article can be found at http://www.Kiplinger.com/magazine/archives/2004/09/payoff.html
What They Are Saying---------
Liz Pulliam Weston, Plain Dealer, March 19, 2006 ~ " You can do the preliminary research by getting referrals to fee-only planners from the National Association Of Personal Financial Advisors at www.napfa.org and from Garrett Planning Network, www.garrettplanningnetwork.com."
Jonathan Clements, Wall Street Journal, April 11, 2004 ~ “Many people assume their best bet is to sign on with one of the big brokerage firms. But in my experience, often the brightest and most thoughtful advisers are at smaller financial-planning shops, so don't be put off if an adviser works alone or with just one or two others. To find these smaller outfits, check out www.feeonly.org and www.garrettplanningnetwork.com. Next, check that your potential advisers have a clean record with securities regulators, by going to www.sec.gov/investor/brokers.htm on the Web. Also look for advisers who are forthright about costs, including not only their fees, but also the fees charged by the investments they will recommend. I would lean toward advisers who levy an annual retainer, an hourly fee or a percentage of assets, and I would be leery of those who charge commissions."
Jonathan Pond, author of eleven books on personal financial planning, PBS Television Host: Money Help is On the Way "The Garrett Planning Network is THE best source of one-on-one financial planning for the tens of millions of Americans who previously didn't have access to competent, trustworthy and affordable financial planning guidance."
|