Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Your Richest Life

SEPTEMBER 2, 2022

The Biden Administration’s Student Loan Debt Relief Plan plan can forgive up to $20,000 for qualified borrowers. Here’s an overview of the plan, who qualifies, and what the next steps are: Is the repayment pause extended? Do I qualify for The Biden Administration’s Student Loan Debt Relief Plan? 31, 2023. .

Planning 102

Planning Fee Only Taxes CFP 102

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)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

Your Richest Life

MARCH 8, 2024

Here are some of the top financial hurdles that women face, and what steps you can take to confidently achieve your money goals: Getting Involved with Finances: Financial Planning for Women Women are much more in control of their money than ever before. That being said, some companies are putting plans in place to ease that struggle.

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Financial Planning Planning Medical Retirement Planning 59

Nerd's Eye View

AUGUST 15, 2022

By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people.

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Clients Financial Advice Financial Planning Fee Only 157

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

Tax Planning 64

Tax Planning Taxes Planning CFP 64

Walkner Condon Financial Advisors

AUGUST 18, 2022

You plan on staying at the company until your shares are fully vested; . You plan on leaving the company before the stock is fully vested; You don’t have enough liquid assets or it would strain your finances to pay the taxes upfront; You think the stock value will go down or stay the same; or. Candidate for CFP® Certification.

Planning 98

Planning Taxes Certification Financial Advisor 98

XY Planning Network

JULY 7, 2023

If you're interested in learning how adding tax planning benefits your business model and how to easily incorporate it into your service offerings, this session, hosted by XYPN's Director of Tax, Sam Nguyen, CFP®, EA is for you! Enjoy the recording!

Tax Planning 52

Tax Planning Taxes Planning CFP 52

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan.

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Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Fee-only advisors are bound to the fiduciary standard. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

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Insurance Financial Planner Fee Only Financial Advisor 98

Your Richest Life

JUNE 3, 2024

Check Over retirement savings plans and health insurance Open enrollment begins in the fall, so you can use the summer to assess your benefits and make sure they’re working for you. Review your budget According to the CFP Board , 59 percent of Americans are not tracking their spending, and two in five people have never had a budget.

Budgeting 97

Budgeting Taxes CFP Retirement 97

Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. That will earn you points without accruing major interest fees.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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Financial Planning Planning Financial Planner CFP 52

Your Richest Life

JULY 15, 2022

Erin has been a major asset to the planning, organization and scheduling sides of the business. . As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. The Your Richest Life team grew this year, welcoming Erin McIntosh as a client services associate in the spring.

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Financial Planner Fee Only CFP Clients 105

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions. Fixed Fee A flat fee charged for a specific service.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Your Richest Life

DECEMBER 1, 2022

Here are five strategies for cutting down on that money stress, so you can stop panicking and start making a plan: 1. Acknowledge your backup plans and celebrate your wins. I talk about some of those options in my “How to Adjust Your Financial Plan” post. When your finances take a hit, it can be easy to spiral.

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Certified Financial Planner CFP Financial Planning Financial Planner 95

XY Planning Network

MAY 22, 2023

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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CFP Planning Management Fee Only 76

Your Richest Life

NOVEMBER 11, 2022

Try to set aside a time when you and your partner can look honestly at your money situation, and work together on what you plan to do in the year ahead to improve your situation and reach your goals. Make a Plan for the New Year. Once you know where you’re at and where you hope to be, you can work on a plan that will get you there.

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Certified Financial Planner Estate Planning Financial Planning Planning 110

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

If you are under the age of 50, the maximum amount you can contribute (called an elective deferral) to your employer sponsored 401(k) plan is $22,500. Keep in mind that if you change jobs during the year that the limits apply across all plans , so you will want to assure that you keep track of your contributions so you don’t overcontribute.

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CFP Financial Advisor Fee Only Certification 59

Your Richest Life

MARCH 15, 2023

Here are some tips for treating yourself without blowing your finances: Plan to Treat Yourself Possibly the most important rule for treating yourself is to plan for it. Planning means including a set amount into your budget each month for fun purchases, or creating savings funds for those extras that you really want.

Budgeting 111

Budgeting Financial Planner Planning Financial Planning 111

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. When it comes to the plan itself, most National Able Alliance (NAA) Member Plans are the best available option. The breakdown of the basics of those plans is below. .

Accounting 98

Accounting Financial Advisor Certification CFP 98

Your Richest Life

MARCH 31, 2023

A few days before its collapse, SVB announced its plan to raise $2 billion in capital to offset bond losses. 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.

Banking 105

Banking Insurance Fee Only Accounting 105

Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. Using travel points About 35 percent of summer travelers plan to credit card points or miles to cover travel expenses. For example, according to Expedia , the last week of June is the most expensive for travel.

Budgeting 52

Budgeting Fee Only Planning CFP 52

XY Planning Network

MAY 22, 2023

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

CFP 52

CFP Planning Management Fee Only 52

Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Accounting 105

Accounting Fee Only Financial Planning CFP 105

XY Planning Network

MAY 8, 2023

Last month we invited XYPN members, Corey Beal, CFP® , and David McPherson, CFP® to sit down with XYPN Managing Director of Compliance, Travis Johnson, IACCP®, t o discuss the ins and outs of managing compliance as an independent RIA owner.

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Compliance Financial Advisor Management CFP 78

XY Planning Network

APRIL 3, 2023

That’s why we invited XYPN members Raquel Hinman, CFP® , and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ to share tips and tools they use to increase productivity in their firms.

Financial Advisor 71

Financial Advisor CFP Compliance Management 71

Indigo Marketing Agency

APRIL 28, 2023

Just for fun, let’s take a look at some real-life terrible headlines: “I love 401(k) plans!” Who do you sell 401(k) plans to? Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. What types do you specialize in?

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Certified Financial Planner Financial Advisor Wealth Management Consulting 130

FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

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

Walkner Condon Financial Advisors

DECEMBER 13, 2022

Financial planning, done right, is a helping profession, and I couldn’t wait to help people. Once I became eligible for the 401k plan at my new job, I made the election to contribute 100% of my paycheck to the plan through the end of the year. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR.

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Accounting Financial Advisor CFP Retirement 98

Your Richest Life

APRIL 30, 2024

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. However, if you’re not in a rush, it still might be worth holding out for further improvements. For more information on the services offered, contact Katie today.

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Fee Only CFP Retirement Sales 52

Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Who would you recommend using Indigo Marketing Agency?

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

SEPTEMBER 3, 2021

To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. Their fees may vary depending on their level of qualification, specialization, and tenure in the industry.

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Financial Planner Financial Advisor Certified Financial Planner Commission 52