Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. What are considered qualified expenses for ABLE accounts? Alicia Vande Ven, M.S.
Inside Information
APRIL 26, 2024
The broker-dealers would tell their reps (and some still do) that if they were to venture outside of the BD’s compliance umbrella and go fee-only, the SEC would come after them with a vengeance. Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’
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Your Richest Life
FEBRUARY 15, 2022
If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Do your best to estimate how much each trip will cost. About Your Richest Life.
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. What Does a Financial Advisor Do? CFP ( Certified Financial Planner ).
FMG
FEBRUARY 3, 2023
If they say something along the lines of “I think your company does XYZ…,” but they don’t give a definitive answer, that means that you have a lot of work to do on your website homepage copy! Sheldon & Company because not only are we huge fans of niche marketing, but they pass the 5-second test with flying colors!
Inside Information
FEBRUARY 27, 2023
The leading tip of the spear was the first fee-only financial planners, who publicly and even defiantly sat on the same side of the table with their clients. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.
Inside Information
AUGUST 29, 2021
When brokerage firms lobbied for disclosure, Roper pointed out that their definition of the term was long, dense, opaque documents that no person in their right mind would read from beginning to end. Could the SEC require the brokerage firms to revise their incentive structures to be more in alignment with fee-only planners?
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