2020 CFP Fee Only 
Your Richest Life
JANUARY 9, 2025
2024 Recap: Interest Rate Changes and Future Cuts 2024 brought the first interest rate cuts wed seen since 2020. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. We started the year at 5.25 percent to 5.5
Your Richest Life
SEPTEMBER 2, 2022
2020 or 2021 income applies, but 2022 income does not. If your income falls within the income limits for The Biden Administration’s Student Loan Debt Relief Plan, then you may be eligible for a refund from the loans you paid off during the repayment pause that started in March of 2020.
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Indigo Marketing Agency
FEBRUARY 6, 2020
About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What are your business goals for 2020? Bryan Lee founded Strategic Financial Planning Inc.
Walkner Condon Financial Advisors
AUGUST 5, 2022
2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%. Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Back in Dec.
Sara Grillo
SEPTEMBER 26, 2022
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
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