Your Richest Life

APRIL 15, 2024

2024 contribution limit: $23,000 Thrift Savings Plan – The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services. That will help you get started with a target number, and from there, you can see which accounts will support your goals.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. What we’ve seen in 2022 is that there were a number of hacks. Wright: So is cash.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Matt Pruitt, CFP®, CFA®. Doug Twiddy. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. What if financial planning wasn’t given away like a pawn just to “close the deal?” Instead, he provides them with an analysis of their risk tolerance and investment plan, and even specific tickers. Podcast transcript.

Financial Planner 52

Financial Planner CFP Financial Planning Education 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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 10, 2023

Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. I could have bought 1,400 shares of $VOO , but decided my backyard paradise was a better investment. Lifetime memories = generational dividends.

Investing 110

Investing Investments Assets Accounting 110

Good Financial Cents

AUGUST 1, 2022

As is true when investing in any asset, you need to begin by determining how much you’re willing to risk in the pursuit of higher returns. I’m going to present a large number of high-yield investments, each with its own degree of risk. But the key is to invest in certificates with longer terms.

Investing 64

Investing Investments Certification Accounting 64