Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Darrow Wealth Management

NOVEMBER 17, 2022

The simple examples above only illustrate the state tax impact, but federal tax implications will also apply. Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., We specialize in financial planning for an IPO, acquisition, or sale of a private business.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

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 have to tell them there’s a small chance of that happening, but an easier route would be to buy a boring business from someone who’s retiring.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

WiserAdvisor

JULY 22, 2022

There is a tendency to look at engaging the services of a financial advisor as an expense when it really is an investment for securing your financial future. The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

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 52

Financial Advisor Commission Fee Only Financial Planning 52

Your Richest Life

JULY 17, 2024

But I have personally seen small adjustments (like automating a savings goal or allocating a bit more towards retirement) compound into major changes. Money lesson #3:Prioritize retirement savings. There are so many competing money goals that can pull your attention away from saving for retirement.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. This would cost you a lot less than paying a percentage of your entire portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

International College of Financial Planning

SEPTEMBER 3, 2021

Most advisors that work with commission-based income will need an individual retirement account (IRA). There are three valuable lessons to consider the paying structure of the planner: Search for a fiduciary or a trustee planner who sells funds only if it is in your interest. Planning is the key to achieving your financial goals.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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 ). Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). If we can’t, we’ll tell you, and help you find someone who can.

Sales 40

Sales Ethics Fee Only Financial Advice 40

Sara Grillo

APRIL 25, 2022

On top of that, freelancers generally have to wear many hats and are more amenable to delegating responsibilities outside of their professional expertise…and most neither know how to nor have the time to wear the “financial planner” hat. There is often uncertainty as well on whether they stay/retire in the states or back home.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

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 52

Financial Advisor Portfolio Clients Management 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks is the single strongest argument that 2024 could very well be your watershed opportunity to keep more of your domestic gains from the last decade and shift the future timeline of your retirement for the better.

Assets 59

Assets Investing Investments Marketing 59

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). I am an irreverent and fun marketing consultant for financial advisors. Let’s talk about it.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

APRIL 25, 2023

Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. RITHOLTZ: No clue. HAMBURGER: No, no idea. HAMBURGER: No one’s really a partner.

Compliance 157

Compliance Clients Wealth Management Management 157

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. There is a special emphasis on clear disclosure of services and their related fees. If yes… Join the Transparency Advisor Movement.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59