Sheryl Garrett, CFP

Sheryl Garrett, CFP, founder of Garrett Planning Network, a nationwide network of fee-only planners based in Eureka Springs, Arkansas. GarrettPlanningNetwork.com

How to Get Bonus Cash for an IRA Deposit
Retirement Accounts

How to Get Bonus Cash for an IRA Deposit

Sheryl Garrett, CFP | April 29, 2015

Fidelity Investments, the giant brokerage firm, has put a new twist on getting cash bonuses for investing in an IRA.…

Should You Keep All Your Accounts at One Firm?
Personal Finances

Should You Keep All Your Accounts at One Firm?

Sheryl Garrett, CFP | June 18, 2013

Investors often wonder whether they should spread their investment accounts among several brokerage firms and mutual fund companies…or consolidate everything…

Not Happy with Your Financial Adviser? What to Do…
Financial Advisers

Not Happy with Your Financial Adviser? What to Do…

Sheryl Garrett, CFP | November 28, 2012

Financial advisers can provide valuable help, but problems often arise that could prevent you from getting the most value for…

The Unmarried Couple’s Guide to Financial Security

The Unmarried Couple’s Guide to Financial Security

Sheryl Garrett, CFP | August 3, 2012

Hundreds of federal and state laws pertain to married couples, covering everything from taxes and Social Security benefits to child…