BUCKS COUNTY COURIER TIMES ARTICLE ON THE RETIREMENT CRISIS

In the article “Three In 10 Local Households Have No Retirement Savings, Records Show”, Michael gives guidance on how workers at various stages of their career can save for retirement.

FORTUNE ARTICLE ON PORTFOLIO DIVERSIFICATION

Michael was featured in a fortune.com article titled “Is Your Stock Portfolio Too ‘Plain Vanilla’?” discussing portfolio diversification

INVESTOPEDIA’S 100 MOST INFLUENTIAL FINANCIAL ADVISORS

Michael was recently named in Investopedia.com’s 100 most influential financial advisors list. He is both excited and thankful to receive this honor.

APPEARANCE ON KENT ON MONEY

Anybody who has Sirius and wants to call in and stump the chump, I’ll be on Kent Smetters’ show on Tuesday November 29th from about 5:20 to 6:20 pm. The show is “Your Money” and it’s on The Business Radio Channel (SiriusXM 111) from 5 to 7 pm Tuesday evenings. Yes, it is a call- in show.

http://www.kentonmoney.com/advisorlist2/

KIPLINGER ARTICLE – HOW NERVOUS INVESTORS SHOULD PLAY THE TRUMP RALLY

Featured in the article “How Nervous Investors Should Play the Trump Rally“, Michael explains why you should not let your political views get in the way of your portfolio.


MAINSTREET.COM ARTICLE- WHY BABY BOOMERS NEED TO BOOST RETIREMENT INCOME BY @ELLENYCHANG

In the article “Why Baby Boomers Need to Boost Retirement Income“, Michael talks about taking advantage of tax strategies to boost income.


TIME.COM ARTICLE- SHOULD YOU COSIGN FOR YOUR KID’S COLLEGE LOANS?

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Michael was featured in an article in Time.com’s Money section about paying for your kid’s college loans. You can find the link to the article here.


CREDITCARDGUIDE.COM ARTICLE- MONEY LESSONS LEARNED FROM ‘DOWNTON ABBEY’

In the article “Money Lessons Learned from Downton Abbey,” Michael talks with Susan Taylor about the money lessons featured in the hit PBS show.


CHICAGO TRIBUNE ARTICLE- “HOW TO PROTECT RETIREMENT ASSETS FROM STOCK MARKET VOLATILITY”

Michael was recently featured in a Chicago Tribune Article by Janet Stewart called “How to protect retirement assets from stock market volatility” about the importance of Asset Allocation and Retirement.


THESTREET.COM ARTICLE- “HOW TO COMBAT THE BIGGEST RETIREMENT THREATS BABY BOOMERS FACE”

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Michael was recently mentioned in the article “How to Combat the Biggest Retirement Threats Baby Boomers Face” on TheStreet.com. Throughout the article Michael gives his advice to current and future retirees with pressing questions about retirement.


TOP 50 FINANCIAL ADVISOR BLOGS AND BLOGGERSTop_Advisor_badge_small

In an online ranking done by Michael Kitces on his Nerds Eye View blog, Top 50 Financial Advisor Blogs And Bloggers” Michael was ranked the #37 Financial Advisor Blogger in the United States. Michael is very happy and excited to receive such an honor.


CHICAGO TRIBUNE ARTICLE – HOW TO CHOOSE A FINANCIAL ADVISOR WHO’S RIGHT FOR YOU BY @SPENDINGSMART

In the article “How to Choose a Financial Advisor Who’s Right for You,” Michael spoke with Gregory Karp from the Chicago Tribune.  In it, he discusses the importance of choosing an advisor who is a fiduciary and gives advice on determining whether an advisor is the right fit for you.


MONEY.COM ARTICLE – “WHEN PUTTING MOST OF YOUR EGGS IN ONE BASKET CAN MAKE SENSE”

In this article, “When Putting Most of Your Eggs in One Basket Can Make Sense,” from January 23rd, 2015, Michael was interviewed by Time.com.  He addresses concerns regarding consolidating accounts and offers advice regarding what to look for when choosing a brokerage firm.


BUSINESS INSIDER ARTICLE – “FINANCIAL PLANNERS EXPLAIN HOW ENDURANCE SPORTS MAKE THEM BETTER WITH MONEY”

In Cathie Ericson’s article, “Financial Planners Explain How Endurance Sports Make Them Better With Money” on BusinessInsider.com, Michael discusses the similarities between athletic training and successful financial planning.


ADVICEIQ – “WHY TO IGNORE THE DOW”

On January 12, 2015, Michael wrote this blog, “Why to Ignore the Dow,” about why you should pay little attention to how the big stock market indices are doing because of its lack of an effect on your portfolio long-term.


SAFEBEE.COM ARTICLE BY @GREGDAUGHERTY1 

On January 20, 2015, Michael contributed to Greg Dougerty’s Safebee.com article entitled, “How to Create a Rainy-Day Fund,” in which he suggest goals for saving and how to achieve those goals.


INVESTOPEDIA.COM ARTICLE BY @GREGDAUGHERTY1

Michael was recently mentioned in an article that was published on Investopedia.com called, “Should You Pay All Cash For Your Next Home?” In this article, Michael mentions the positive and negative reasons why you may be interested in paying for your home in all-cash.


 USA TODAY ARTICLE BY @NANCIHELLMICH

Michael had the pleasure of speaking to Nanci Hellmich from USA Today recently. She wrote an article that was published on USA Today’s website and in the USA Today newspaper titled, “How to Find the Right Financial Adviser”. In the interview with Nanci, Michael answered specific questions such as “what should people look for in a financial planner?” and “how do you find the right financial planner?” In addition, Michael explained why fee-only independent financial planners do not have a financial incentive to sell you products that you do not need. Click on the image below to read Michael’s interview that was published on USA Today’s website.
USA Today Article Yardley Wealth Management


 INTERVIEW WITH LINDSAY GELLMAN FROM THE WALL STREET JOURNAL BY @LINDSAYGELLMAN

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Michael was mentioned in an article written by Lindsay Gellman from the Wall Street Journal called “Essential Financial Steps for Young Workers: Six Things to Do Within Your First Five Years on the Job”. In this article, Michael discusses the benefits of adjusting your withholding during tax season. Michael states, “While some people enjoy the forced savings and seeming windfall that over-withholding can provide, it amounts to an interest-free loan to the government.”


 MICHAEL’S ARTICLE WITH EHOW MONEY BY @URBANMUSEWRITER

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eHow Money

Michael was mentioned in an article written by Susan Johnston for eHow Money called “6 Questions to Ask Before Choosing a Financial Planner”. In this article, Michael mentions how financial advisors often have different types of certifications. He recommends finding an advisor who is a CFP® Certificant. Michael comments, “I like it because it’s a good educational background and people have to uphold certain ethical standards,” “It’s not tied to any specific industry.”


 MICHAEL’S INTERVIEW WITH FELICIA SHEPHERD FROM FINESSE’D WITH FELICIA

Michael had the pleasure of speaking with Felicia Shepherd from FiNeSse’d with Felicia on Tuesday evening. On the show, Michael talked with Felicia about the topic of financial planning and explained the importance of finding and choosing the right financial planner. In addition, Michael mentioned the significance of increasing the ROI of your child’s college education.


Michael’s blog
5 Ways to Make Sure a College Education Pays Off was run on Credit.com and then in turn was picked up by Fox Business and Yahoo! Finance.


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About.com

Michael wrote an article posted on “About.com” called 5 Tips for Making the Most of Your College Investment. In this article, Michael explains that it is important to choose a college major that seems interesting, but is also financially profitable. Michael advises students to come up with plan early, and to take required courses in the beginning of their college career. He also explains the importance of coming up with a financial plan; students should not be afraid of taking on debt, as long as it is repayable in the near future.

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Interview with Janet Stewart from the Chicago Tribune

On May 25th, 2014, Michael was quoted in Janet Stewart’s column in the Chicago Tribune discussing the issue of how paying for your child’s college education often interferes with your retirement goals. While many parents do not want to burden their children with a large amount of college debt, Michael argues that you can’t let it impact your retirement. In addition, Michael insists that parents should encourage their children to choose a college major that will fulfill their career aspirations while doing all they can to make sure it has a practical value in the job market.

Michael Garry’s Interview on the Marilu Henner Show


The Marilu Henner Show

The Marilu Henner Show

On May 23rd, Michael was thrilled to speak with Marilu Henner on her show introducing his new book “Independent Financial Planning: Your Ultimate Guide to Finding a Choosing the Right Financial Planner.” In this interview, Michael discussed the necessary steps to finding and choosing the right financial planner and he answered other financial questions Marilu asked him. He also explains that even if you do not have a lot of money, working with a Certified Financial Planner can improve your financial position. Click on the picture of the Marilu Henner Show, then select May, 2014 then May 23rd Hour 1 and go to minute 37:30 you can listen to Michael’s interview with Marilu Henner.


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Michael’s interview with Credit Sesame Daily

On May 23rd, Naomi Mannino from Credit Sesame Daily interviewed Michael Garry, discussing the topic of home mortgages in an article titled “Are You Missing Out on the Wealth-Building Powers of a Mortgage?” Michael explains to Naomi “younger generations have been shying away from home mortgages due to ongoing student loan debt and difficulty finding employment.” Michael indicates that if done correctly, homeownership can become a very significant wealth-building tool.


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102.3 KXYL Radio Interview with Brian Wade and Leland Acker

On May 19th, Michael spoke with KXYL Radio in Brownwood, Texas where he introduced his book “Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner.” In this interview, Michael offers important advice about finding and choosing the right independent financial planner. He also stresses the significance of choosing the right asset allocation based on your age and retirement needs. Click on the link to the left, scroll down, and on the right side of your screen click on “Monday at 7:10am”.


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Main Street – “You Might Be a Completely Unrealistic Investor”

You Might Be a Completely Unrealistic Investor

On May 14th, 2014, Michael spoke with Naomi Mannino from Main Street News about investors with unrealistic expectations and why talking to an investment professional about your financial situation is a good idea. In the article, “You Might Be a Completely Unrealistic Investor,” Michael makes suggestions for how to define your financial goals and how to achieve a balanced asset allocation that will help you meet them. Click on the link to the left for the article.


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1320 WILS Interview with Michael Cohen

Interview with Michael Cohen

On May 12th, 2014, Michael participated in a radio interview with Michael Cohen on 1320 WILS about his new book, “Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner.” Topics of discussion included how to determine if a financial planner is competent and right for your financial goals, tips on saving for retirement, and asset allocation strategies. Listen to the interview by clicking the WILS 1320 link.


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Armstrong Williams Show

On May 8th, Michael spoke with Armstrong Williams and his frequent guests the “Elder Chicks” on Mr. Williams’s radio show on Sirius. Michael talked about his book “Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner.” He also spoke about investments and the importance of planning for retirement. Michael mentioned the significance of saving money from a young age and preparing for your retirement by contributing to your 401k. Listen to the show by clicking on the Armstrong Williams Show picture.


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Vanguard – “Don’t Hesitate to Spend in Retirement”

Don’t Hesitate to Spend in Retirement

Recently Michael had the opportunity to talk with John Fried, writing for Vanguard, about a somewhat unusual topic – some people are unnecessarily frugal in retirement. It’s definitely not the norm, but we do see it. Some of you may see yourselves in the article. Click on the Vanguard link to read it.


Financial Resolutions Worth Keeping

Morningstar  – “Bonds Now Unpredictable”

September 13, 2013, Michael wrote this blog about how bonds are not always more stable than stocks and it was picked up by AdviceIQ and run on Morningstar’s website.

Bonds Now Unpredictable

AdviceIQ  – “Don’t Rush for Investing’s Exits?”

September 10, 2013, Michael wrote this blog and discussed why investors shouldn’t make hasty decisions with their portfolios. It was picked up by AdviceIQ and run on Morningstar’s website.

Don’t Rush for Investing’s Exits

AdviceIQ  – “Have Some Bonds, Not All Bonds?”

September 5, 2013, Michael wrote this blog about the need for balance in most people’s decisions regarding the amount they hold in stocks and bonds, and how most people shouldn’t have all bonds or no bonds. It was picked up by AdviceIQ and run on Morningstar’s website.

Have Some Bonds, Not All Bonds

Bucks County Courier Times – “When it comes to hedge funds, investor beware?”

August 13,2013, Allie wrote a piece that was run in the Bucks County Courier Times (letters to editor) on our take on hedge funds and why we don’t invest in them for our clients.

When it comes to hedge funds, investor beware

AdviceIQ  – “Don’t Sell All Your Bonds?”

In July 2013, Michael wrote this article for AdviceIQ about keeping some bonds in your portfolio.

Don’t Sell All Your Bonds

Credit.com and Yahoo! Finance – “6 Things to Ask Before Hiring a Financial Advisor”

In May 2013, Michael was a guest contributor to the website Credit.com, where he wrote about the importance of asking prospective advisors the right questions in order to find one that is qualified and with whom you feel comfortable.  This article was later picked up by Yahoo! Finance.

6 Things to Ask Before Hiring a Financial Advisor – Credit.com

6 Things to Ask Before Hiring a Financial Advisor – Yahoo Finance

Advice IQ and The Street – “Don’t need an Advisor, Huh?”

In this article, Michael notes that simply reading a book does not qualify an individual to create their own financial plan and discusses the importance of using a financial advisor for your financial planning needs.  It was initially run by AdviceIQ and was later picked up by The Street and renamed “Yes, You Really Need a Financial Advisor.”

Don’t need an Advisor, Huh?

Yes, You Really Need a Financial Advisor

Investors.com – Challenges For Advisors: Compliance, Recruiting, Tech

Michael is quoted in this Investors.com article by Victor Reklaitis, which talks about the top challenges that Financial Advisors face today.

Challenges For Advisors: Compliance, Recruiting, Tech

Next Avenue – “Last Call to Get Your 2012 IRA Deduction”

In this article on IRA choices and decision-making, journalist Greg Dougherty quotes Michael’s opinion on whether to opt for a Traditional IRA or a Roth IRA.

Last Call to Get Your 2012 IRA Deduction

Daily Worth – “Behind on Your Savings? (That Would Be Most of Us)”

Michael worked with Ellen Welty on this article about trying to catch up on savings before retirement.  It was ran on Daily Worth, which is the leading multi-platform financial media company for women who want more.

Behind on Your Savings? (That Would Be Most of Us)

AdviceIQ – “Think You Know Risk?”

In January 2013, Michael wrote this article for AdviceIQ about the difficulty that individual investors have in gauging risk.

Think You Know Risk?

Wall Street Journal – “Even as a ‘Cliff’ Approaches, the Best Move May Be No Move at All”

Michael was quoted by Jonnelle Marte of the Wall Street Journal in the November 27, 2012 edition of the paper. They discussed the fact that the best thing to do to prepare for the fiscal cliff as an investor may be no move at all.

Even as a ‘Cliff’ Approaches, the Best Move May Be No Move at All

Philadelphia Magazine

Michael was named a 2012 and 2010 FIVE STAR Wealth ManagerSM and was listed as such in the November issue of Philadelphia Magazine in each of those years.

2012 FIVE STAR Wealth ManagerSM

The Street – “The Unheard-of Financial Plan Every Would-Be Parent Needs to Hear About”

In this article in The Street, Michael discusses some financial planning for expectant parents.  Instead of the usual discussion on 529 plans, in this article Marilen Cawad and Michael explore planning for day care costs and loss of income while a parent stays home to be with the new baby.

The Unheard-of Financial Plan Every Would-Be Parent Needs to Hear About

Wall Street Journal – “U.S.A., U.S.A., U.S.A.!”

In this article in the Wall Street Journal, Michael spoke to Daisy Maxey about how Financial Advisors get their clients to overcome their fears of investing in foreign markets.  The article appeared in the April 30th issue of the paper.

“U.S.A., U.S.A., U.S.A.!”

Wall Street Journal – “What Should You Do Now?”

Michael was one of four financial advisers in the United States invited by the Wall Street Journal to participate in its 2011 Adviser Roundtable. The article appeared in the December 13th issue of the paper.

“What Should You Do Now?”

Fox 29 WTXF – Good Day Philadelphia

Michael was featured on Good Day Philadelphia with Jenn Frederick on Fox 29 WTXF, where he discussed ways to save on taxes.

The video was recently taken down from Fox 29’s website.

Yahoo Finance – “7 Easy Ways to Mess Up Retirement”

In February’s E-Newsletter, Michael mentioned that he had the good fortune to be quoted in the February 2012 edition of the Consumer Reports Money Advisor in an article by their Retirement Guy, Greg Daugherty. Well, now Greg and Michael have both had the good fortune of having the article get picked up by Yahoo Finance and having it spend a week on its front page. It is called “7 Easy Ways to Mess up Retirement” and you can still find it in the Yahoo Finance retirement section:

7 Easy Ways to Mess up Retirement

Financial Advisor Magazine – “State of Affairs”

In the February 2012 issue of Financial Advisor Magazine, Michael spoke to Gail Liberman about estate and inheritance taxes.

State of Affairs

Bucks County Courier Times – “Feeling Confident, Big Spender?”

Michael discussed the surge in retail spending from Black Friday through Cyber Monday with his favorite Bucks County Courier Times columnist, Kate Fratti. She used some of the discussions in her column appearing in December 2011. You can view it here:

Feeling confident, big spender?

Wall Street Journal – “Home Bargains Abound, but Willing Lenders are Rare Breed”

Michael had a nice opportunity to speak with AnnaMaria Andriotis, a reporter at SmartMoney.com about the rise in alternative lending. In addition to the intra-family loans that Michael spoke with her about, she discussed some peer-to-peer and social networking lending sites that have become much more popular in recent months. The column ran in the Wall St. Journal and you can view it here:

Home Bargains Abound, but Willing Lenders are Rare Breed

Money Magazine – “Invest Like a Man”

Michael appeared in an article in the November 2010 issue of Money Magazine by MP Dunleavey. The article was on financial planning and investing differences between the genders and can be found below.

Invest Like a Man

Money Magazine – “What To Do When Your Pension Is Frozen”

In this article in the June 2010 issue of Money Magazine, Michael discusses with M.P. Dunleavey the options that employees have if their pensions are frozen. He also supplied the numbers for the chart showing how much additional savings would be needed to make up the shortfall at different ages.

What To Do When Your Pension Is Frozen

Consumer Reports Money Adviser – “Will You Spend Less, More, or About the Same After You Retire?”

In this article in the June 2010 issue of Consumer Reports Money Adviser, Michael discusses with “Retirement Guy” Greg Daugherty how to figure out how much you’ll need to retire. You can also see parts of the article re-purposed for the Consumer Reports Money Blog.

Consumer Reports Money Blog.

CNN Money – “Financial Planners Fight Madoff Taint”

In this column from December 2009, on CNNMoney.com, Michael discusses working as a financial advisor in the wake of the Bernie Madoff scandal.

Financial Planners Fight Madoff Taint

Of course, information presented does not involve the rendering of personalized investment advice. It should not be regarded as a complete analysis of the subjects discussed. Any strategy discussed herein may not be suitable for all investors. Before implementing any strategy, investors should confer with their financial advisor.

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