2024 Fee Only Financial Planning 
Your Richest Life
NOVEMBER 26, 2024
Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. The average retirement age has been increasing over the past few decades, from 57 in 1991 to 62 in 2024. And then, there are the un-retirees.
Your Richest Life
NOVEMBER 12, 2024
If you plan to travel, host parties, donate to charity or purchase new clothes or decorations, those expenses should be included as well. Start with a brain dump of your ideal 2024 holiday season. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. From there, you can edit.
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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
Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. Check out the recaps of previous years here.
XY Planning Network
DECEMBER 2, 2024
At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL 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.
XY Planning Network
AUGUST 27, 2024
Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.
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