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Press Coverage / Media Interest
Image Magazine, Issue 2 - 2007 -- Glenda Moehlenpah, a financial planner in San Diego, was quoted in an article entitled "Financial Awareness and Empowerment for Women" an article describing important financial issues for women.
Kiplinger's Personal Finance, March 2006 -- Glenda Moehlenpah, a financial planner in San Diego, was quoted in an article entitled "The Mortgage Squeeze" an article exploring why Adjustable Rate Mortgages are losing their luster. "Many borrowers who think they can painlessly refinance out of an ARM have failed to read the fine print," she says.
Chicago Tribune, February 26, 2006 -- Glenda Moehlenpah, CPA, CFP®, of Financial Bridges in Mission Valley, CA, was quoted in an article entitled "Savers Credit can help investors to Squirrel away Money" an article about the Retirement Savings Contribution Credit.
San Diego Union-Tribune, February 6, 2005 -- Glenda Moehlenpah, CPA, CFP®, of Financial Bridges in Mission Valley, CA, was quoted in an article entitled "The Tax Man's Back" an article about red flags for tax returns.
Kiplinger's Personal Finance, May 2004 -- Glenda Moehlenpah, a financial planner in San Diego, was quoted in an article entitled "A Call to ARMs" an article exploring the pros and cons of Adjustable Rate Mortgages.
San Diego Union-Tribune, February 8, 2004 -- Glenda Moehlenpah, CPA, CFP®, of Financial Bridges in Mission Valley, CA, was chosen by the San Diego chapter of the Financial Planning Association to provide financial plan for a couple who volunteered for help in a money makeover in "Couple Seeking a Happier Retirement." The couple praised Moehlenpah's manner win working with them. "She was very clear, they said. "She explains things knowing what novices we are. She was just a marvel. I really think we got some sound advice." The couple doesn't mind that Moehlenpah makes recommendations but is not doing their investing for them. "She's not getting any fees or kickbacks on what we buy," they said. "We felt comfortable with that."
San Diego Union-Tribune, October 12, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in Mission Valley, CA, was quoted in "Some Advisors Charge Clients by the Hour," an article describing hourly financial planning provided by members of The Garrett Planning Network, Inc.
San Diego Union-Tribune, July 27, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in Mission Valley, CA, was quoted in "New Tax Law Offers Little in Long-term Relief," an article detailing some of the temporary provisions of the Job and Growth Tax Relief Reconciliation Act of 2003.
Forbes.com, April 16, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in San Diego, CA, was quoted in Eight Things To Do If You Are Audited. Since the IRS will report any changes to your state, she says, "Preempt a state audit by recalculating your state liability and pay that one too."
The Wall Street Journal Online, April 2, 2003 -- Glenda Moehlenpah, a certified public accountant and certified financial planner at Financial Bridges in San Diego, provided advice for the "Ask Online Journal" column on whether or not refinancing costs related to a rental property are deductible.
St. Paul Pioneer Press, March 2, 2003 -- Glenda Moehlenpah, a San Diego, Calif., certified public accountant and financial planner, was quoted in Credit can help you save for retirement, an article on the Retirement Savings Contribution Credit. "It's kind of a painless way to save," she says, and provides an example of a couple who saved $300 for retirement with an ultimate outlay of only $25 (after the Savers Credit and the tax deduction).
San Diego Union-Tribune, February 23, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in Mission Valley, CA, was quoted in Savings Plans Would Help - and Take Away, an article on the Bush administration's proposed savings plans.
"Anything that would encourge small investors to save is a great idea in my book," she says.
Forbes.com, February 19, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in San Diego, CA, was quoted in Seven Ways to Avoid a Tax Audit. It isn't too early to think about simple things you can do to minimize the possibility that you will be audited, she says. "Pay attention to details. Even if you pay someone else to prepare your return, you are still responsible for its accuracy."
San Diego Union-Tribune, February 9, 2003 -- Glenda Moehlenpah, CPA, CFP®, Principal of Financial Bridges in Mission Valley, CA, was a participant in the Tax Tips Hotline.
Bloomberg Personal Finance, December 2002/January 2003 – A nationwide network of Fee-Only planners, led by CFP® Sheryl Garrett, aims at serving the Middle Market and self-directed investor. Services are offered a’ la Carte at affordable hourly rates. “The comment I hear most often,” says Sheryl, “is ‘I just want to be sure I am doing everything right.’ Our services are designed for clients who want occasional financial check-ups from an advisor rather than an ongoing retainer relationship. We provide objective advice to help them manage their own finances. It’s an ideal fit for clients who do not wish to turn everything over to an expert,” says Sheryl in this exclusive feature article titled “Advice a’ la Carte.” Glenda Moehlenpah was also quoted in the article as a GPN member who focuses on debt management. "I see lots of people who spend more than they earn," she says. See Advice a’ la Carte on the navigation bar of this site for the full article in pdf.
Financial Advisor, December 2002 – As many advisors strive to find wealthier clients, CFP® Sheryl Garrett is leading a movement that focuses on people with middle incomes. “We embrace Middle America, do-it-yourselfers and self-directed investors,” she says. “Fees are by the hour and the door is open to anyone who needs financial advice. Most people want to consult a financial advisor on a periodic basis, just like they do a doctor or a dentist.” Glenda Moehlenpah was also quoted in the article as a GPN member. "I'm a CPA, and I've done a lot of corporate work," she says. By founding Financial Bridges and becoming a GPN member, she has started acheiving her goal of becoming more involved with the personal side of financial planning. The article is titled “Looking for Middle America.”
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