MainStreet Financial Planning

FEBRUARY 1, 2024

Accessible Financial Guidance for All: This is my favorite quality of being a Garrett Planning Network advisor – with fees structured as flat or on an hourly basis, MainStreet provides accessible options for individuals at every stage of their financial journey.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

MainStreet Financial Planning

MARCH 7, 2025

In contrast, a fee-only, flat-fee financial planner provides transparent pricing, unbiased advice, and comprehensive financial planningwithout taking a percentage of your investments. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Validea

MARCH 27, 2023

That’s a great start, and will boost the savings of many millions of Americans, but there’s still a long way to go, contends an article in The Wall Street Journal. Lock In Your Discount Today The new legislation recommends a default savings rate of a minimum 3%, which Shlomo Benartzi, the author of the article, believes is too low.

Retirement 59

Retirement Financial Guidance Retirement Planning Financial Advice 59

Yardley Wealth Management

SEPTEMBER 17, 2024

Charles Barrett from FZ Works & FZ Creative Introduction: In this episode of Not Just Numbers , Madison Demora and Mike Garry explore whether Dave Ramsey’s famous financial advice still holds up. Mike Garry, CFP®: Financial advisor, founder and CEO of Yardley Wealth Management, and estate planning lawyer at Yardley Estate Planning.

Financial Advice 52

Financial Advice Wealth Management Media Estate Planning 52

Midstream Marketing

APRIL 14, 2025

By diversifying your online presence, you can reduce reliance on a single platform and reach potential clients actively seeking financial guidance. Introduction In today’s digital world, having a strong online and social media presence is very important for financial advisors.

Financial Advisor 52

Financial Advisor Media Clients Financial Guidance 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. For a deeper dive into pricing models and revenue growth strategy, refer to our article on earnings potential in the tax industry.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52