Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? Is it, “meh, who cares”, or does it make a true difference? For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Gen Y Planning

JANUARY 5, 2022

We’re used to seeing several common new year ambitions like adopting a healthy lifestyle, spending more time with family and friends, and learning a new skill. Increased financial wellness is also at the top of many people’s lofty beginning-of-the-year plans. . those small shifts make a huge difference in the long run!

Insurance Coverage 52

Insurance Coverage Insurance Accounting Taxes 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!

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Financial Advisor Portfolio Clients Management 52

Clever Girl Finance

OCTOBER 13, 2022

Whether it’s an unexpected car repair or damage from a natural disaster, financial emergencies can happen to anyone. Keep reading to learn about seven common types of financial emergencies as well as some of the best ways to prepare for them. What are financial emergencies? Financial emergencies are not large, planned expenses.

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Medical Insurance Estate Planning Accounting 73

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Sara Grillo

SEPTEMBER 26, 2022

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. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. For those of you who are new to my blog, my name is Sara.

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CFP Financial Advisor Financial Planner Ethics 59