| Sheryl Garrett is founder of the Garrett Planning Network, an international network of financial advisors who offer their services on an hourly, as-needed basis. In 2003, 2004, 2005, and 2006, Investment Advisor magazine named Garrett one of the Top 25 Most Influential People in the Financial Planning industry.
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| Introduction Part 1: Laying a Solid Foundation Strategy 1: Keep Your Feet on the Ground Strategy 2: Realize That This Has Happened Before (And Will Happen Again) Strategy 3: Plan for Life's Uncertainties Strategy 4: Protect Your Ability to Earn Income Strategy 5: Assess Your Medical Insurance Strategy 6: Assess Your Disability Insurance Strategy 7: Assess Your Long-Term Care Insurance Strategy 8: Assess Your Life Insurance Strategy 9: Take Stock of Your Current Financial Picture Strategy 10: Save Strategy 11: Manage Your Debt Strategy 12: Improve Your Credit Score Strategy 13: Set and Prioritize Financial Goals Strategy 14: Don't Let Your Money Beliefs Sabotage Your Goals Strategy 15: Avoid Common Mistakes in a Down Marke Strategy 16: Use Non-Investment Options to Improve Your Finances Part 2: Using Investment Vehicles and Accounts throughout the Economic Cycle Strategy 17: Include Cash Reserves: Savings, CDs, and Money Market Accounts Strategy 18: Government Bonds: Should You Loan Uncle Sam Your Money? Strategy 19: Decide Whether Fixed Annuities Are Right for You Strategy 20: Simplify with Target-Date Funds Strategy 21: Invest in Mutual Funds Strategy 22: Hedge Your Bets with Variable Annuities Strategy 23: Invest in Exchange-Traded Funds (ETFs) Strategy 24: Diversify with Real Estate Investment Trusts Strategy 25: Consider a Separately Managed Account Strategy 26: Invest in Individual Stocks Strategy 27: Invest in Individual Bonds Strategy 28: Hedge with Options Strategy 29: Invest in Commodities Strategy 30: Consider Short-Selling Strategy 31: Use Caution When Buying on Margin Strategy 32: Get the Most Out of Your Taxable Accounts Strategy 33: Invest in Individual Retirement Accounts (IRAS) Strategy 34: Make the Most of Your Employer Retirement Accounts Strategy 35: Choose a Self-Employment Retirement Account Part 3:Demystitying Risk:Accumulating and Protecting Wealth Strategy 36: Understand Investment Risks Strategy 37: Sort Through an Investment's Return Strategy 38: Assess Your Ability to Absorb Losses. Strategy 39: Create a Portfolio You Can Grow and Consume Strategy 40: Allocate Your Assets to Minimize Risk. Strategy 41: Rebalance Your Asset Allocation Strategy 42: Diversify Your Stock Portfolio by Size Strategy 43: Diversify Your Stock Portfolio by Valuation Strategy 44: Diversify Your Stock Portfolio by Country Strategy 45: Diversify Your Portfolio by Industry. Strategy 46: Diversify Your Bond Portfolio Strategy 47: Diversify Your Portfolio with Alternative Vehicles Strategy 48: Employ a Conservative Portfolio Strategy 49 Employ a Moderate Portfolio Strategy 50: Employ an Aggressive Portfolio Part 4: Investing for Accumulators Strategy 51: Save for Emergencies Strategy 52: Provide for Large Expenses Strategy 53: Develop a Plan to Provide for Children Strategy 54: Save for Retirement Regardless of the Shape of the Economy Strategy 55: Determine How Much Money Is Enough for the ReSt of Your Life Strategy 56: Strategies for Beginning Investors Strategy 57: Investments for Beginning Investors Strategy 58: Strategies for Intermediate Investors Strategy 59: Investments for Intermediate-Stage Investors Strategy 60: Take Advantage of Retirement Plan Catch-Up Provisions Part 5:Heading into Retirement Part 6:Living on Your Investment Earnings and Drawing Down Your Assets Part 7:The Part of Tens Index |
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