Estate Planning, Fee Only and Financial Planning

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice

Financial Advice Planning Fee Only Financial Planning

Secure Your Financial Legacy

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

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor

Is Financial Planning a Pandemic Necessity?

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. By Michael Garry Yardley Wealth Management .

Financial Planning

Financial Planning Planning Wealth Management Estate Planning

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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Getting Ready for the New Year

Your Richest Life

NOVEMBER 11, 2022

Update Your Estate Plan. If this year brought major changes to your family, like births, deaths or marriages, you might need to update the information on your estate plan. Here’s a guide to reviewing your estate plan. Prepare for a Potentially Difficult New Year. About Your Richest Life.

Certified Financial Planner

Certified Financial Planner Estate Planning Financial Planning Financial Planner

What type of financial advisor is right for you? Questions you should ask.

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.

Certified Financial Planner

Certified Financial Planner Financial Advisor Fee Only Financial Planner

Financial Tips for Single Mothers

MainStreet Financial Planning

OCTOBER 3, 2023

Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Accredited Financial Counselors (AFC) for financial coaching.

Estate Planning

Estate Planning Financial Planner Insurance Retirement

Is It Worth Paying a Financial Advisor 1%?

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. This would cost you a lot less than paying a percentage of your entire portfolio.

Financial Advisor

Financial Advisor Retirement Planning Fee Only Retirement

Average Fees for Financial Advisors in 2023

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

Financial Advisor Certified Financial Planner Ethics CFP

Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry

Yardley Wealth Management

JULY 7, 2020

In the podcast, I discuss how I am keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how I keep my mindset strong as we continue to “walk through the wind”, and why I decided to take on the IRONMAN challenge (Bonus: how the financial planning process is similar to participating in an Ironman event).

Wealth Management

Wealth Management Estate Planning Fee Only License

What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.

Yardley Wealth Management

SEPTEMBER 14, 2020

Check with us for more info on how a SEP-IRA could fit into your overall financial plan. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).

Retirement

Retirement Retirement Planning Wealth Management Estate Planning

Worried about your future Social Security benefits? Fleshing out current concerns and common myths.

Yardley Wealth Management

OCTOBER 26, 2020

Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County). Our law firm is Yardley Estate Planning, LLC , and is in the same place.

Wealth Management

Wealth Management Estate Planning Financial Planning Retirement Planning

The Importance of Talking with Your Kids about Finances When Times are Tough

Yardley Wealth Management

JULY 31, 2020

FINANCIAL PLANNING, FINANCIAL MANAGEMENT. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). The recent news on job loss is staggering.

Wealth Management

Wealth Management Estate Planning Financial Planning Planning

Legitimate Ways to Help Ukraine

Your Richest Life

MARCH 15, 2022

Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.

Medicine

Medicine Fee Only Estate Planning CFP

Hurricane and Natural Disaster Preparedness

Your Richest Life

OCTOBER 1, 2022

Estate planning documents. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Birth certificates. Debit and credit cards. Titles and deeds. Insurance policies. Food Storage. About Your Richest Life.

Food

Food Insurance Certification Fee Only

Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

Yardley Wealth Management

OCTOBER 7, 2020

Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans. Please contact us if you’d like to discuss your financial plan.

Retirement Planning

Retirement Planning Retirement Planning Wealth Management

The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now

Yardley Wealth Management

AUGUST 24, 2020

FINANCIAL PLANNING, INVESTMENTS. Please contact us if you’d like to discuss your financial plan. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). There’s an old saying that time is money.

Investing

Investing Investments Wealth Management Estate Planning

Year-End Financial Checklist

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. FINANCIAL ADVISOR. Tax Loss Harvesting. Insurance Amounts . ABOUT THE AUTHOR. NATE CONDON.

Insurance Coverage

Insurance Coverage Retirement Planning Financial Advisor Taxes

How to Become a Financial Advisor in India?

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. CFP ( Certified Financial Planner ).

Financial Advisor

Financial Advisor Certified Financial Planner Certification Fee Only

Managing Sudden Wealth

Darrow Wealth Management

JUNE 14, 2023

Gifting strategies to family or friends during life or as a legacy, charitable goals, diversification and investment approach, trust and estate planning, and asset protection strategies are just a few. Darrow Wealth Management is a fee-only financial advisory firm and full-time fiduciary.

Management

Management Wealth Management Wealth Advisor Taxes

Why We (Still) Use DFA Funds

Yardley Wealth Management

JUNE 25, 2020

We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. Our law firm is Yardley Estate Planning, LLC , and is in the same place. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey. That’s in Bucks County).

Wealth Management

Wealth Management Estate Planning Portfolio Fee Only

Should Pre-Retirees Take a New Look at #Retirement Income?

Yardley Wealth Management

MAY 29, 2020

We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. Our law firm is Yardley Estate Planning, LLC , and is in the same place. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey. That’s in Bucks County).

Retirement

Retirement Wealth Management Estate Planning Risk Tolerance

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor

Financial Advisor Portfolio Clients Management

Blunt, unfiltered truth about Indexed Universal Life

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

Insurance Clients Financial Advisor Accounting

Financial Advisor Source

Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

Secure Your Financial Legacy

Webinars

Trending Sources

Is Financial Planning a Pandemic Necessity?

Webinars

Getting Ready for the New Year

What type of financial advisor is right for you? Questions you should ask.

Financial Tips for Single Mothers

Is It Worth Paying a Financial Advisor 1%?

Average Fees for Financial Advisors in 2023

Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry

What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.

Worried about your future Social Security benefits? Fleshing out current concerns and common myths.

The Importance of Talking with Your Kids about Finances When Times are Tough

Legitimate Ways to Help Ukraine

Hurricane and Natural Disaster Preparedness

Is COVID-19 affecting your Retirement Planning? Here’s what you should do.

The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now

Year-End Financial Checklist

How to Become a Financial Advisor in India?

Managing Sudden Wealth

Why We (Still) Use DFA Funds

Should Pre-Retirees Take a New Look at #Retirement Income?

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Blunt, unfiltered truth about Indexed Universal Life

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