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

XY Planning Network

FEBRUARY 6, 2023

Everyone’s tax situation is different, and as a result, there are no “one-size-fits-all" guidelines available as to what to keep, how long to keep it for, and what your tax professional actually needs to see versus what you need to keep as support documentation.

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Taxes Tax Planning Clients Accounting 104

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. This fee covers not only investment management, but also financial planning.

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Your Richest Life

AUGUST 10, 2024

Find spaces for important documents, receipts and forms, so you know exactly where they’ll be when you need them. For digital clutter, you can save and sort important emails, get rid of documents that you don’t need, and create an organization system for anything you’ve saved or might need as the year wraps up.

Taxes 52

Taxes Budgeting Fee Only Planning 52

XY Planning Network

JANUARY 23, 2023

Clients are often slow to respond, don’t provide the requested documents, completely ghost… well, you get the idea. In fact, I would say it happens almost 100% of the time. However, this can feel a bit like a professional minefield. While not everyone avoids taxes, there are a significant number of people who do.

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Taxes Clients Numbers Fee Only 95

International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

Should you decide to contribute more than $16,000 in 2022, we would recommend that you work with your tax professional to ensure that you are properly documenting the gift. The owners of a 529 account receive tax benefits on the growth of the investment account and may also receive state tax benefits depending on each state plan.

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Insurance Coverage Retirement Planning Accounting Taxes 98

Your Richest Life

MARCH 26, 2024

So while you’re gathering your documents and preparing to file, you might want to look for any suspicious activity on your credit report. Create a better organizational system Nothing tests your financial organizational system quite like filing your taxes. For more information on the services offered, contact Katie today.

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Budgeting Fee Only Accounting Taxes 52

Your Richest Life

SEPTEMBER 10, 2024

Bond: An official document in which a government or company promises to pay back an amount of money that it has borrowed and to pay interest for the borrowed money. The key is finding the right financial planner, and I have a guide for how to do that here. For more information on the services offered, contact Katie today.

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Investments Investing Risk Tolerance Financial Planner 52

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

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Financial Planner CFP Financial Planning Education 52

WiserAdvisor

MAY 31, 2022

Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. If you have to share any financial document, self-attest the form and sign it stating the purpose for submitting the papers. on social media. Keep your banking username and password confidential.

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Investments Investing License Accounting 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

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CFP Commission Education Investments 40

Yardley Wealth Management

JUNE 6, 2023

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. This plan can include a living trust, a legal document that allows assets to pass to beneficiaries without going through probate court.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Darrow Wealth Management

NOVEMBER 5, 2024

But no extra supporting documentation is sent when filing (e.g. So the best practice is to document early and often and get a QSBS attestation letter from the company. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Form 8949 and Schedule D).

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Taxes Wealth Management Tax Planning Assets 73

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

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Compliance Clients Wealth Management Management 162

Sara Grillo

MAY 8, 2023

The problem for them is that they went into this deal thinking they were gonna hurt and ET 788%, and they actually end up earning 3 E45%, and that… Is that now their whole financial plans… Erectus Earl. Yeah, you have a short fall. SARA GRILLO: Okay, Bobby. SARA GRILLO: Other than five and a half, six. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

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. What is your opinion? Robert will be on the “for” team.

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CFP Financial Advisor Financial Planner Ethics 59

XY Planning Network

JANUARY 27, 2025

Every financial planning practice, regardless of size, client demographic, or AUM, relies on processeswhether documented or not. These processes are the foundation of a well-oiled business that doesnt drain the life out of its owner. Yet, many advisors struggle with where to start when it comes to formalizing their systems.

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Financial Advisor Financial Planning Clients Planning 93