Your Richest Life

MARCH 8, 2024

But if you don’t take an active role in the finances, start by making a habit of reviewing your accounts, keeping track of bills and talking regularly with your partner about your budget and money goals. Saving for Retirement Did you know that on average, women save three times less than men for retirement?

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Your Richest Life

JULY 29, 2022

Players decide whether to go to college, pay taxes, choose a career and plan for retirement. Fidelity Youth Account – If you have a 13-17 year old who wants to start investing, the Fidelity Youth Account is one option. Your teen will receive their own debit card with no account fees, account minimum or trading commissions.

Budgeting 116

Budgeting Accounting Education Fee Only 116

Your Richest Life

APRIL 5, 2022

The key is to look at your budget, your accounts and your goals for the year. Regardless of what you decide to do, try not to let that money sit in your checking account. If you’ve looked at your accounts and have decided to hang onto that money as an extra cushion, there are some good ways to do that. How to save your refund.

Taxes 52

Taxes Budgeting Accounting Fee Only 52

Indigo Marketing Agency

APRIL 28, 2023

I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. Most advisors that work with commission-based income will need an individual retirement account (IRA). Proactivity.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . An AUM fee is charged to a client – for example, 1% annually – by the investment advisory firm. A portion of the fee is then paid to the financial advisor. Fees range based on the level of management, platform, firm and the types of assets held in client accounts. .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Your Richest Life

JUNE 15, 2022

Make sure you are accounting for the absolute necessities first, like bills and your emergency fund. It could be a good time to rebalance your taxable investment accounts, especially if you have any mutual funds or ETFs at a loss. If you’re not careful, it can start to have a real impact on your cash flow. . Back door Roths.

Budgeting 52

Budgeting Fee Only Taxes Accounting 52

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. The list is endless.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Your Richest Life

OCTOBER 31, 2022

Your 401(k) is a valuable part of your retirement plan, but it’s only one piece of the puzzle. . And for many people, a 401(k) is where they focus most of their retirement savings. That being said, there are some downsides to relying exclusively on a 401(k) for retirement savings. What should you add? What should you add?

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

Insurance 59

Insurance Financial Advisor Retirement License 59

Zoe Financial

FEBRUARY 16, 2023

Strategy #1: Donate Appreciated Securities Instead of Cash (Tax Prevention Strategy – Itemizing Optional) Gifting appreciated securities from an investment account can be a great way to improve tax efficiency. Many 501(c)(3) organizations can receive a direct transfer of shares from an investment account.

Taxes 52

Taxes Distribution CFP Accounting 52

Good Financial Cents

APRIL 10, 2023

They each earned $250,000 per year, and they were only in their mid-thirties. My initial conversation with the couple helped me learn they wanted to retire at the age of 50, and that they were super motivated when it came to working hard for what they wanted. Click below to open an account today!

Investing 110

Investing Investments Assets Accounting 110

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

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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CFP Financial Advisor Financial Planner Ethics 59