Clever Girl Finance

JULY 16, 2023

And that’s probably why you’re asking the question: do I need a financial advisor? Table of contents Is it really necessary to have a financial advisor? How to know When don’t you need a financial advisor? How much does a financial advisor cost? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Eric Niergarth [link] Flat fee with the option of Advice Only.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

XY Planning Network

FEBRUARY 6, 2023

Today we want to put some of those anxieties to rest, for both you as an individual taxpayer, and for your clients. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

Taxes 79

Taxes Tax Planning Clients Accounting 79

Darrow Wealth Management

NOVEMBER 17, 2022

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Financial decisions should be tax- conscious vs tax- driven.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. I knew these clients were being overlooked. Tax and insurance advice was also somewhat constrained. However, sometimes it gets to be too much when it comes to financial topics.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Walkner Condon Financial Advisors

MARCH 15, 2023

Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning. In many cases, these fees could be lower than standard actively managed funds as well as many ETFs.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

XY Planning Network

JANUARY 23, 2023

As a result, many people might want to put it off, procrastinate, avoid, ignore, and do all the things that don’t involve dealing with their taxes. In my line of work, it’s common practice to request additional information from clients. While not everyone avoids taxes, there are a significant number of people who do.

Taxes 66

Taxes Clients Numbers Fee Only 66

Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. For those of you who are new to my blog, my name is Sara.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

XY Planning Network

JANUARY 6, 2023

As we look back on the good, the bad, and everything else that’s happened in the past year, there’s a lingering question we are left to address (whether personally or for our clients): “What impact do these changes have and what should we brace for?”.

Taxes 71

Taxes Clients Fee Only Tax Planning 71