Your Richest Life

MARCH 12, 2025

Extended travel or dealing with a major life event could also warrant requesting an extension. About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning.

Taxes

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready? Spiegelman and his team of three had been at Commonwealth Financial Network for the last eight years. Spiegelman dropped his FINRA license about three or four years ago and had been moving toward a fee-only model for several years.

Estate Planning

Your Richest Life

AUGUST 10, 2025

From sporting events and travel to holiday shopping and end of the year bills, it’s easy to get overwhelmed. The post Early Fall Financial Refresh appeared first on Your Richest Life. Use this time to look ahead at upcoming expenses, set a budget, and search for deals.

Budgeting

Wealth Management

AUGUST 7, 2025

Morningstar’s Christine Benz and Amy Arnott recently discussed the group in a podcast with the group’s founder, Eric Simonson, who is also CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019 after serving as a financial advisor with Ameriprise Financial.

Wealth Management

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households.

Fee Only

Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. Others use frequent emails to stay in regular contact, sending reminders or helpful information relevant to their clients.

Clients

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable.

Fee Only

XY Planning Network

DECEMBER 16, 2024

Walking through a financial planning conferences doors, you might expect to find a room full of strangers dressed to the nines. XYPN LIVE events are casual by designthink t-shirts and shortsso you can come as you are and find real connections. But thats not what you get at XYPN LIVE.

Financial Planning

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planning

XY Planning Network

NOVEMBER 13, 2023

Those who work in financial planning know: it’s never too early to start. Every generation is shaped by the actions of their predecessors and the distinctive events and trends they collectively experience as they join the ranks of adulthood. Move over, Millennials; there’s a new class in town.

Financial Planning

XY Planning Network

AUGUST 14, 2023

Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.

Startup

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management

Your Richest Life

MARCH 31, 2023

Accounts with less than that amount should be protected in the event of a bank failure. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

Banking

Your Richest Life

OCTOBER 1, 2022

And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. Disaster Preparedness Financial Documents. It’s also helpful in the event of something like a job loss, or a surprise expense. Water Supply. About Your Richest Life.

Food

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

Financial Planner

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

CFP

XY Planning Network

APRIL 3, 2023

If you're interested in learning about solutions that can help you focus on the work that you love and profits your business, rather than the minutiae that keeps it running, you’ll appreciate this conversation hosted by XYPN Field & Event Marketing Manager, Aimee Arnaud.

Financial Advisor

WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

Financial Advisor

XY Planning Network

FEBRUARY 6, 2023

This helps your tax professional get your taxes filed correctly, prepares you in the event there are any questions on your return, and allows for efficient tax planning. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

Taxes

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

The closing out of a year provides a great opportunity for us to take stock of the events of that year and determine if any changes need to be made. Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. FINANCIAL ADVISOR. Insurance Amounts . ABOUT THE AUTHOR.

Insurance Coverage

Darrow Wealth Management

MARCH 17, 2025

Whether you have recently experienced a liquidity event from a windfall or have just been saving, holding too much cash can hurt you. Here are a few ways to tell if you’re holding too much cash and how to put extra cash to work. Do I have too much cash? How much should I have in savings? But how much is too much?

Fee Only

XY Planning Network

AUGUST 14, 2023

Financial insecurity can be frightening but the good news is many XYPN members before you have walked a similar path and are more than happy to share the tips and tricks they learned along the way.

Startup

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. One-time cash needs Lay out any one-time potential cash needs.

Wealth Management

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. One-time cash needs Lay out any one-time potential cash needs.

Wealth Management

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

Your Richest Life

AUGUST 10, 2024

Financial Fall Checklist: Prepare for upcoming expenses For many people, the last quarter of the year means sporting events, travel and holiday shopping. The post Fall Checklist for Financial Wellness appeared first on Your Richest Life. For more information on the services offered, contact Katie today.

Budgeting

Your Richest Life

FEBRUARY 28, 2022

That doesn’t mean that you can’t have financial autonomy, or protect yourself in the event of a breakup. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life.

Budgeting

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. A long stock market boom also overcame a lot of gaps in plans, or seemed to.

Retirement Planning

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.

Certified Financial Planner

Your Richest Life

OCTOBER 15, 2022

It’s meant to replace your income in the event of an illness, injury or other disability that prevents you from working. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Read my post about disability insurance here.

Insurance

Sara Grillo

APRIL 25, 2022

Now let’s talk about some financial advisor target market stories. Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. My wife is a live event producer, so I have insight into the industry.

Financial Advisor

XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

CFP

Your Richest Life

APRIL 15, 2024

That means that the assets remain the property of the employer, and can be available to creditors in the event of bankruptcy or other litigation. 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.

Retirement Planning

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. Many people in this bucket have set up a simple investment plan.

Financial Advisor

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. Many people in this bucket have set up a simple investment plan.

Financial Advisor

WiserAdvisor

MAY 31, 2022

Reciprocate the favor: Sometimes scammers adopt a more ‘get into your zone’ approach, where they approach you indirectly by offering discounts, free lunches, event passes, etc. If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) home and read it thoroughly.

Investments