One of Jeff’s guiding values is the need to educate all consumers. Jeff has been quoted by several national media outlets and participated in several consumer education programs. Click below to see Jeff’s comments and advise to consumers.
American Journal of Family Law: Your Client’s Marital Estate
Jeff offers advice to family law attorneys on how they can better serve their clients by getting the right financial information and staying organized in this article published Fall, 2010.
NAPFA Planning Perspectives: Cash and your Portfolio
Jeff discusses the role of cash in an investment portfolio on page 3 of this magazine published in July, 2010.
In the News
Til Debt Do Us Part: How to get your money matters in check before saying “I Do”
Sanam Islam in the Canada’s Anokhi Magazine. This 10th Anniversary edition published in January, 2012 gives advice to newlyweds on spending, goals, debt and savings with tips from Jeff. Anokhi Magazine, January, 2012.
5 Tips for Staying Under Your Own Debt Ceiling
Dave Carpenter with the Associated Press provides ways to help consumers control their debt and Jeff comments on how to know if you have too much consumer debt. USA Today on July 16, 2011.
Target Date Retirement Funds Grow Popular Among the Retirement Crowd
Mark McLaughlin discusses the use of target date funds (TDFs) and the importance of understanding what is “under the hood” and not relying on the name of the fund to choose the right one for you. CNBC.com on May 4, 2011.
Wall Street Journal Voices: Jeff Kostis, On Acting When the Time is Right
Harper Willis profiles Jeff and JK Financial Planning and the importance of focusing on what is within your control in his Financial Adviser blog series, VOICES on June 24, 2010.
Wall Street Journal: Advice for the New Grad
Jane Hodges lays out advice from different financial planners for recent graduates, including investment advice from Jeff and other members of the Garrett Planning Network in her May 2, 2010 article.
The Money Book
This book, published in March, 2010 and written by Joseph D’Agnese and Denise Kiernan offer financial help to “non-traditional” works – freelancers, part timers and self employed people. Joe and Denise tap Jeff’s expertise with retirement planning to discuss the unique options available to this group of people.
New York Times: Money talks to have before marriage
Ron Lieber writes about the importance of talking about money before people get married to help reduce the chance of divorce. Jeff comments on the importance of talking through various details and the control issues related to money in this October 24, 2009 article.
Reader’s Digest: Family money advice you can bank on
Beth Kobliner presents a “lfiecycle guide” to help people get control of and manage their finances. Jeff contributes to the Newlywed section in the May, 2009 edition.
ABCnews.go.com: Financial Makeovers for 2009
David McPherson gives advice on how people can put 2008 behind them and get 2009 off to a great start with input from Jeff and other financial planners from around the country in his January 6, 2009 column.
Investment News: Plans to ease withdrawal rules draw criticism
Sara Hansard discusses plans by John McCain and Barack Obama to deal with the financial crisis by changing the rules for retirement account account withdrawals with input from Jeff and other financial planners on both sides of the issue in her October 19, 2008 article.
Credibloggers.com: Contribute to a 401(k) or pay off credit card debt?
Jeff (and other members of the Garrett Planning Network) helps a reader decide if they should pay off credit card debt or contribute to their employer’s 401(k) retirement plan (Jeff’s comments are near the bottom of the page).
Investment News: Advisers support bailout – with reservations
Sue Asci from the trade magazine Investment News summarizes the impacts of the Freddie Mac and Fannie Mae bailouts in the September 8, 2008 edition, including comments from Jeff.
Chicago Tribune: Avoidance can cause more trouble
In the June 1, 2008 edition, Gail Marks Jarvis, syndicated columnist for the Tribune Company discusses the importance of understanding your risk tolerance before making an investment and uses a recommended asset allocation from Jeff.
ABCnews.go.com: Net Gains: What to do with your Rebate
Jeff Kostis and other financial planners make suggestions for how you can use your tax rebate check in an article written by David McPherson and published in February, 2008.
Econ 101: Understanding Today’s Financial Markets
Jeff leads a panel discussion with four other independent financial advisers on the financial markets and answers questions from audience members on January 15, 2009 at the Cook Public Library in Libertyville, IL.
Kiplinger Jump Start Your Retirement (2011)
Jeff has participated in the annual “Jump Start Your Retirement” days co-sponsored by Kiplinger and the National Association of Personal Financial Advisers (NAPFA) since 2008. Click the year below see transcripts for the questions Jeff responded to:
Learn More: Hourly, Fee-Only Planning Articles
Members of The Garrett Planning Network, Inc. are unique in that we offer our services on a Fee-Only hourly-as-needed basis. No commissions. No long-term contracts. No hidden or unnecessary fees. No account minimums. Just independent, objective advice. Our service model continues to generate much consumer and media interest.
Motley Fool Endorses the Garrett Planning Network
In March, 2010, the Motley Fool endorsed the planners affiliated with the Garrett Planning Network for financial planning services.
Finding the Right Planner for You
The Union Tribune (September 2004) ran this article on best ways to find and work with a financial planner. The writer’s insights and trusted resources make this article a “must read.”
No Easy Answers to Retirement Planning Crisis
Veteran financial writer Mary Rowland suggests that hiring an hourly, fee-only financial planner might be the best way to solve the retirement planning crisis in Bloomberg Wealth Manager, October 2002.
Ways to Find a Planner
In Time magazine (November 2002), Jean Chatzky asks: Did your financial planner fail you? Here’s how to find a replacement. She calls Sheryl Garrett a leader in the trend toward compensating a financial planner on an hourly, as-needed basis and mentions The Garrett Planning Network as a resource for affordable advice.
How can Jeff help with the transitions in your life?
Call or email Jeff today to learn more or schedule a complimentary, no obligation Get-Acquainted meeting.
Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
- CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
- CERTIFIED FINANCIAL PLANNER™, 2008
- CPA/PFS, 2008; CPA, 1995
- Master’s degree in Accounting, University of Texas, 1993
- Graduate of Bradley University, 1991