2024 CFP Fee Only 
Darrow Wealth Management
NOVEMBER 4, 2024
Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. This AUM based fee structure is common among fee-only advisors who are almost always full-time fiduciaries. You can search for CFP® professionals here.
Your Richest Life
NOVEMBER 12, 2024
Start with a brain dump of your ideal 2024 holiday season. 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. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc.
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Your Richest Life
NOVEMBER 26, 2024
The average retirement age has been increasing over the past few decades, from 57 in 1991 to 62 in 2024. Money tips for your 40s 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. And then, there are the un-retirees.
Your Richest Life
MARCH 12, 2025
But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. And you can only claim a child tax credit for children under the age of 17 as of Dec.
Your Richest Life
JULY 14, 2025
In 2024, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the 10th year in a row. 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.
Your Richest Life
JANUARY 9, 2025
But before we consider whats to come, lets take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. Despite their strong 2024 performance overall, the markets deflated as the year came to a close. The labor market also finished on a high note, adding 227,000 jobs in November 2024.
Tobias Financial
MAY 3, 2024
We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! To learn more about 2024 NAPFA awards, visit: https: [link] To learn more about Franklin, visit: and his journey, visit: [link]
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