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The Financial Planning Jigsaw
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EquestrianRetailer.com | May/June 2007 - In her article The Financial Planning Jigsaw, freelance writer Lisa Munniksma interviewed Mary about the importance of having a sound financial plan for your future, Mary said "My basic investment philosophy is that it is better to be diversified than concentrated." To read this article click on the link below.
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Making House Calls
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| Career Advisor | Dec , 2007 A home office can be an ideal work situation for planners who can switch from home to work life by just turning on the computer. Mary is quoted in this article written by Lauren Barack published in this leading industry publication for Financial Planners. |
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7 Steps to Creating a Make-It-Happen Business Plan
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| 7 Steps to Creating a Make-It-Happen Business Plan Mary Lacey Gibson, CFP(r) is quoted in this Horsesmouth Article on the importance of business planning. Not into formal business planning? Don't see the benefit? Here's what you need to know to create the plan that attracts new business--not dust buildup. |
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The True Entrepreneur
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By Sheryl Garrett, CFP (r)
"Most people work for themselves to make more money and have more control, but being a successful entrepreneur involves a lot more."
Mary is referenced in this article by Sheryl Garrett nationally recognized financial advisor, and founder of the Garrett Planning Network, an international network of financial advisors who offer their services on the hourly, as needed basis. Garrett has been named 4 years running one of the Top 25 Most Influential People in the Financial Planning industry.
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When Financial Planning Becomes Business Coaching
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Mary is quoted by David Drucker in a Morningstar Advisor article. This informative article on creating a business plan will get you thinking about the value a business plan will bring to your business..
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Documents That Make A Difference
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By Bruce W. Fraser
What they are and why you need them.
Early this year, wealth management firm CDHM Financial Advisors in Itasca, Ill., did a cost benefit analysis and decided to fire one-third of their client base or 100 out of 300 current clients. The decision didn't come easy it was wrenching. But after running and crunching the numbers, the firm found that the lower half of their clientele generated only 15% of the firm's revenue and, based on that assessment, opted to concentrate on the top two-thirds.
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Consumer Reports Money Advisor Magazine
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Where to Get Money When You Really Need It Mary often responds to requests from reporters for information on financial planning and business issues. One request resulted in being quoted in Consumer Reports Money Advisor Magazine. This was a thrill as she so greatly respects Consumers Union, the organization which publishes consumer Reports. In three sections (Mary was quoted in the third section: "If It Isn't Enough") this very informative article examines how to prepare for unexpected expenses. Follow or copy and paste the link below to the article:
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Marshall Loeb's Daily Money Tip
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Making a sound retirement relocation choice
By Marshall Loeb, CBS.MarketWatch.com
NEW YORK (CBS.MW) -- If you're getting ready to retire, you may feel the lure of buying a new home. Maybe you're hoping to relocate to a warmer climate, or closer to your children and grandchildren. But buying a home after retirement isn't the same as buying one in your younger years, writes Mary L. Gibson, a certified financial planner in San Juan Bautista, Calif. She and other members of the Garrett Financial Network compiled financial advice in the new book, "Just Give Me the Answer$."
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