It’s been two years since I started Fredrickson Financial Planning as part of Garrett Investment Advisors, LLC. I am pleased with how my New York-based fee-only advisory business has developed. I have helped dozens of New Yorkers make smart decisions about investing for retirement, estate planning and college funding – and even whether to invest in taxi medallions or medical marijuana.<\/p>\n
In these investigations, I benefited from my 20 years experience as a journalist, which taught me how to get information and present it objectively. What a valuable service to offer in a sea of sharks looking to turn your savings into a quick meal.<\/p>\n
One regret is that I have had little time for communication. The time devoted to helping new folks, including those referred to me by existing clients, has left me struggling to maintain contact with people I have aided in the past. \u00a0Most of the clients I have done follow-up work for have reached out to me for advice rather than responding to my solicitations. But I have been privileged to deal with a vital, creative, gifted group and would like to continue to be part of your lives.<\/p>\n
I urge anyone who would like a checkup to see how well they are doing (everyone would benefit from getting a review at least annually) to contact me, preferably before my calendar fills up with people seeking me out to satisfy a New Year’s resolution. Meanwhile, my resolution will be to maintain better contact with you.<\/p>\n
The good news is that all of the planning I have done has left me better prepared to deal with a multitude of planning questions. \u00a0For example, I am frequently called on to look into the wisdom of buying property, either as a personal residence or as an investment.<\/p>\n
Many people want to understand how to balance the desire to own a home with competing goals such as retirement and saving for college. As\u00a0 fee-only advisor, I can show you what the numbers really mean. When questions require additional expertise, I turn to my reliable, trustworthy contacts among mortgage bankers, lawyers and accountants.<\/p>\n
A number of clients have found themselves in a position, with proper planning, to achieve diverse goals, including owning a piece of Brooklyn (or Manhattan or Queens or Long Island … I have clients from around the New York metro region). At times, I have to temper goals and expectations, but when people are doing a good job of saving and managing their expenses, they really can have it all.<\/p>\n
Finally, I want to thank those whose investments I manage for their steadfastness \u2013 and trust \u2013 amid the recent market volatility. Some of you were understandably alarmed by the recent drop in the stock market. I am very glad that none of you gave in to fear and\u00a0 that you stuck with your long-term asset allocations.<\/p>\n
Happy Thanksgiving!<\/p>\n","protected":false},"excerpt":{"rendered":"
It’s been two years since I started Fredrickson Financial Planning as part of Garrett Investment Advisors, LLC. I am pleased with how my New York-based fee-only advisory business has developed. I have helped dozens of New Yorkers make smart decisions about investing for retirement, estate planning and college funding – and even whether to invest… Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-207","post","type-post","status-publish","format-standard","hentry","category-newsletter"],"_links":{"self":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/comments?post=207"}],"version-history":[{"count":2,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/207\/revisions"}],"predecessor-version":[{"id":214,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/posts\/207\/revisions\/214"}],"wp:attachment":[{"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/media?parent=207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/categories?post=207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fredricksonfinancial.com\/blog\/wp-json\/wp\/v2\/tags?post=207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}