2020 Fee Only Financial Planning 
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. As we mentioned above, the Fed met in December for its most recent rate cut, as well as to discuss plans for the year ahead. We could see more market turbulence as we move through the beginning of the year. percent to 5.5
The Chicago Financial Planner
NOVEMBER 8, 2021
After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis.
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Yardley Wealth Management
JULY 10, 2020
The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. As always, hang in there. .
Your Richest Life
SEPTEMBER 2, 2022
2020 or 2021 income applies, but 2022 income does not. This Biden Administration’s Student Loan Debt Relief Plan also applies to parent loans and graduate school loans. If only a portion of my debt will be forgiven, how will my payments be adjusted? There are a few qualification for this relief: .
Indigo Marketing Agency
FEBRUARY 6, 2020
Bryan Lee founded Strategic Financial Planning Inc. 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? About Bryan Lee, CFP ®.
FMG
AUGUST 4, 2022
It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. The pandemic and work-from-home experience that began in March of 2020 taught me, like so many others, that you can be very productive in a virtual setting if you make the effort.
Yardley Wealth Management
OCTOBER 26, 2020
By Michael Garry Yardley Wealth Management October 26, 2020. Around 65 million Americans will receive more than $1 trillion in benefits during 2020, according to the Social Security Administration (SSA). Please contact us if you’d like to discuss your financial plan. Fleshing out current concerns and common myths.
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