 |
|
 |
In The News
|
Don't overdo efforts on tax strategies
|
baltimoresun.com | May 11, 2008 "As for Medicare, you're probably best off signing up for Part B as soon as you are eligible and paying any higher rates adjusted for your income, rather than trying to self-insure, said Mary Lacey Gibson, a financial planner in San Juan Bautista, Calif., who counsels other planners about Medicare issues." Click on the link below to read the full story.
Read Article |
|
|
|
2008-Your Best Money Year Ever
|
Quick & Simple Magazine | February 18, 2008 Quick &
Simple magazine interviewed several financial planners for this article 9 Resolutions To Help You Gain Financial Security. To read what Mary has to say and find out what the 9 resolutions are please click on the link below to read the full story.
Read Article |
|
|
|
Talking it Out
|
Better Homes and Gardens | April 2007 Mary is quoted in this article about discussing the sensitive topic of your parents' finances and well-being. The conversation feels weird at first, but here are some ways to overcome the awkwardness.
Talking it Out - Article in Better Homes and Gardens |
|
|
|
Role Reversal, What you can do to prepare your clients to care for elderly parents.
|
Financial Advisor | September 2007 - Mary is quoted in this article by leading financial writer and editorial consultant Bruce Frasier. In his article, Role Reversal, What you can do to prepare your clients to care for elderly parents. Mary said “Growing up, our model for talking about money or any sensitive subject went like this: “Dad, do you make a lot of money?’ ‘It’s not polite to ask people that question. It’s too private,’” recalls Gibson. “In many families the response would be exactly the same, and just because someone ages, their private feelings discussing money [still] remain the same.”
Read Article |
|
|
|
The Financial Planning Jigsaw
|
Equestrian Retailer | 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.
Read Article |
|
|
|
Beyond Investment Advise
|
Research magazine | April 1, 2007 - Mary is quoted in this article for Research magazine by Marketing Communications and Public Relations expert Marie Swift. When the phone rang that day, advisor Mary Lacey Gibson was surprised to hear one of her clients say, “My wife is making me call you and you will be the decision maker. I want to purchase a Toulouse-Lautrec lithograph for about $37,000. Can I afford to do that?”
Read Article |
|
|
|
7 Steps to Creating a Make-It-Happen Business Plan
|
|
Horsesmouth | Oct. 27, 2006 - Mary Lacey Gibson, CFP® is quoted in this artiticle 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. |
|
|
|
Seniors Suit Up For Life In RVs
|
Financial Advisor magazine | May 2007 - "We asked several certified financial planners with RV clients to share their triumphs and headaches with this community: Mary Lacey Gibson, of San Juan Bautista, Calif.; Joseph R. Birkofer, Houston, whose clients include the Carpenters; Douglas G. Neal, also of Houston; and Jim Ludwick, of Odenton, Md."
Read Article |
|
|
|
Beyond the B Word
|
Research magazine | July 2006 "Budgeting is one of the most powerful tools we have for building financial security." Mary and Marketing Communications and Public Relations expert Marie Swift, discuss budgeting. While it is directed at financial planners, the information and techniques included in the article will be of interest to everyone.
Read Article |
|
|
|
Creating a Business Plan
|
Morningstar | Dec 15, 2005 - In his informative article When Financial Planning Becomes Business Coaching freelance writer, book author and industry influential David Drucker spoke with Mary Lacey Gibson® on creating a business plan. It will get you thinking about the value a business plan will bring to your business.
Read Article |
|
|
|
Retiring Can Mean Business
|
Financial Advisor magazine | February 2006 - In his article Retiring Can Mean Business industry influential David Drucker quotes Mary several times. Discussing things to think about if you are retiring and considering starting a business with your nest egg.
Read Article |
|
|
|
Making a sound retirement relocation choice
|
New York (CBS.MW) | Jan. 11, 2005 In this article Making a sound retirement relocation choice Marshall Loeb of CBS.MarketWatch.com says, that 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$."
Download PDF |
|
|
|
Where to Get Money When You Really Need It
|
|
Consumer Reports Money Advisor magazine | Jan. 2006 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. Read Article |
|
|
|
Documents That Make A Difference - What they are and why you need them
|
Financial Advisor | 2006 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.
Read Article |
|
|
Articles
|
Practice Tips: Put your office in order
|
By Mary Lacey Gibson, CFP®
November 1, 2005
Leaving an office at the end of the day with a clean desk and everything in its proper place is a goal many never seem to achieve. If piles of paper, boxes on the floor, unopened mail precariously stacked on a table, file drawers ajar and overflowing wastebaskets seem all too familiar, you're not alone. Download PDF |
|
|
|
Research Magazine: To Buy or Lease Motor Vehicles?
|
Research Magazine:
Focus on Financial Planning
Publication Date: January 2005
By Marie Swift and Mary Gibson, CFP®
Helping your clients sort through the maze of options can make you a hero.
Getting a new vehicle can be one of the most emotional financial decisions there is. Status, lifestyle, self-indulgence all play a part in new-car emotions. We see ourselves cruising down the highway and parking it in the driveway for the neighbors to see. In fact, a new car may be one of the best new toys we give ourselves. We revel in the new-car smell and leather seats or sound system. We enjoy showing it off to friends and family. Download PDF |
|
|
Latest News
|
Financially Speaking - Volume 4 Issue 1
|
Spring 2009
In this issue:
- Financial Markets Ups and Downs
- Mortgage Rates and Refinancing
- Mortgage Modification-Government Program
- Mortgage Modifications Scams
- Priorities for Saving Money
- Informational Websites
Click Here to Read Newsletter |
|
|
|
Financially Speaking - Volume 3 Issue 2
|
Summer 2008
In this issue:
- Women and Retirement
- Remain Calm When All About You are Panicking
- Pet Insurance
- Go Green to Get Green
- And More......
Click Here to Read Newsletter |
|
|
|
Financially Speaking - Volume 3, Issue 1
|
Winter 2008
In This Issue
- What to do with a Windfall
- Market Volatility
- Not to get Political, But....
- Target Retirement Funds
- Older Workers Making a Difference
- Facts About $1 Notes
- Trivia
- Forever Stamps...a penny saved
Read Newsletter |
|
|
|
Financially Speaking - Volume 2, Issue 3
|
Special Holiday Issue 2007
In This Issue
- Gifts That Keep on Giving
- Holiday Trivia
- Money Gifts
- How to Opt Out of Catalogs |
|
|
|
Financially Speaking Volume 2 Issue 2
|
Fall 2007
In This Issue
- When Financial Emergencies Happen
- A Saving Story
- Charitable Giving
- Medicare Part D Reminder
- Credit Scores
- Spring Forward, Fall Back
- Inspirational Quotes on - Giving
Read Newsletter |
|
|
|
Financially Speaking - Volume 2 Issue 1
|
Winter 2007
In This Issue
- Starting your own business
- Traditional IRA or Roth IRA's
- Fun Facts
- Estate Planning
- Financial Trivia
- Book of the Month
- American Heart Association - Message
Read Newsletter |
|
|
|
Financially Speaking - Volume 1 Issue 4
|
Fall 2006
In This Issue:
- Is your home part of your investment portfolio?
- A new way to save your tax refund
- Financial Trivia
- Book of the Month
- Future newsletters electronically
- Written Record
- Open enrollment for Medicare Part D
- National Breast Cancer Foundation - Message
- Your Christmas Budget
Read Newsletter |
|
|
|
Financially Speaking - Volume 1 Issue 3
|
Summer 2006
In This Issue:
- Identity Theft
- Credit Monitoring
- How to limit the amount of Junk Mail you receive
- Books of the Month
- Fact of Fiction
Read Newsletter |
|
|
|
Financially Speaking - Volume 1 Issue 2
|
Spring 2006
In This Issue:
- Gas Prices
- Financial Trivia
- Estate Planning
- Books of the Month
- Reminders
Read Newsletter |
|
|
|
Financially Speaking - Volume 1 Issue 1
|
Winter 2006
In This Issue:
- A Prescription for Confusion—Medicare Part D
- Financial Trivia
- Books of the Month
- AMT Calculator available at IRS.gov
- Reminders
Read Newsletter |
|
|
|
New Site Launch
|
www.marylaceygibson.com
Hello everyone! I would like to announce my new Business Coaching website: www.marylaceygibson.com. I will be posting updated articles and news in this section, so check back often. I appreciate any feedback, comments or suggestions. Mary L. Gibson, CFP®
Financial Guidance for the Future You Deserve
831-623-2126 www.marylaceygibson.com
Contributor to the new, Easy to Understand, financial planning book: Just Give Me the Answer$ by Sheryl Garret, CFP with Marie Swift and The Garrett Planning Network.
www.marylaceygibson.com |
|
|
|
|
|
