Your Richest Life

NOVEMBER 1, 2024

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. The post How Presidential Elections Affect the Financial Markets appeared first on Your Richest Life.

Financial Market

Your Richest Life

NOVEMBER 26, 2024

Money tips for your 40s 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. Personal Finance Habits of a Successful Retiree Should You Retire Early?

Retirement

XY Planning Network

AUGUST 11, 2025

At XYPN, we’re building a Network where members have access to the best RIA tech solutions that empower fee-only advisors to live their best lives. In 2025, we renewed our commitment to highlighting the “Tools for the Modern Advicer”, technology that makes delivering real financial plans easier, more profitable, and more human.

Financial Planner

Your Richest Life

NOVEMBER 12, 2024

That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. 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.

Budgeting

Wealth Management

AUGUST 5, 2025

Matt Regan: It started back in 1999 in Richmond as one of the industry’s first goals-based financial planning software companies. When it was founded, we were really the beginning of the bottom-up Monte Carlo goals-based planning business. We have fee-only advisors that we keep on one, Wealthcare Capital Management.

Wealth Management

WiserAdvisor

JULY 9, 2025

They can offer flexible engagement options Financial advisors are not just for the super-rich. Today, you can choose from different types of financial advisors , such as fee-only, commission-based, hourly, AUM-based, or whatever works for your financial situation. You also do not need to commit forever.

Financial Advisor

Your Richest Life

MARCH 12, 2025

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. If you do use an extension, make sure you mark the new date on your calendar to avoid accidentally missing that deadline, or incurring penalties.

Taxes

Your Richest Life

MAY 20, 2025

Having a plan can cut down on your stress, and allow you to feel more in control of your finances. Keep in mind that life is unpredictable, and its okay for your financial plan to adapt to your changing circumstances. Look into the Financial Therapy Association to find a therapist that suits your needs.

Management

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis 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. For more information on the services offered, contact Katie today.

Financial Market

XY Planning Network

FEBRUARY 10, 2025

Happy clients are pure gold for growing your financial planning practice. The XYPN benchmarking survey repeatedly confirms that satisfied clients are one of your most valuable sources for high-quality referrals. If you haven't started cultivating a referral culture in your firm yet, there's no better time than now.

Clients

Your Richest Life

JANUARY 9, 2025

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. Trying to time the market usually leads to losses, so focus on diversifying your portfolio and staying the course as the economy settles.

Economy

Your Richest Life

JULY 14, 2025

Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. Check out the recaps of previous years here.

Financial Planner

Tobias Financial

APRIL 1, 2025

Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

CFP

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

APRIL 11, 2025

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. Ultimately, as long as your portfolio is balanced, the best thing you can do is leave it alone. The post Stock Market Volatility: What Should You Do Now?

Marketing

XY Planning Network

DECEMBER 2, 2024

At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.

Financial Advisor

Indigo Marketing Agency

JULY 28, 2025

The Problem With Most Website Design for Financial Advisors What do I see when I look at most financial advisor website homepage designs ? The next thing we updated was his hero section copy, specifically his H1: “Retirement planning focused on reducing your lifetime tax bill.” ” What does that really mean?

Financial Advisor

Your Richest Life

MAY 1, 2025

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. What to Consider Before You Upsize Your Home Home Renovations: Which Projects are Worth the Investment?

Marketing

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

Your Richest Life

AUGUST 10, 2025

For more ideas about managing your end-of-the-year checklist, check out these posts: How to Prepare for Open Enrollment Organizing Your Fall Finances The Year End Financial Data You Need 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.

Budgeting

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only

XY Planning Network

AUGUST 17, 2023

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

Fee Only

XY Planning Network

JANUARY 22, 2024

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

Financial Planning

Nerd's Eye View

OCTOBER 16, 2023

Which led many firms to market all the ways they were 'better' than other sources of financial advice by highlighting their status as fiduciaries, fee-only advisors, or by offering (more) comprehensive financial planning services beyond investment management, as just a few examples.

Financial Planning

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households.

Financial Advisor

Nerd's Eye View

JANUARY 20, 2023

Read More.

Financial Planner

Nerd's Eye View

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Fee Only

Nerd's Eye View

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Nerd's Eye View

SEPTEMBER 3, 2024

Welcome to the 401st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Zack Hubbard.

Financial Planning

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

AUGUST 15, 2022

Working as a financial advisor can be both financially rewarding and emotionally satisfying. By helping clients develop financial goals, creating a financial plan, and supporting the implementation and monitoring of the plan, advisors help clients live their best lives. Read More.

Clients

Yardley Wealth Management

MAY 30, 2023

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. What is a Fee-Only Advisor?

Fee Only

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only

The Chicago Financial Planner

FEBRUARY 2, 2024

A part of this process might include hiring a financial advisor or hiring a new financial advisor if you have decided to move on from your current advisor. Here are six questions to ask when choosing a financial advisor: How do you get paid? Hiring the right advisor for your needs is critical.

Financial Advisor

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner

XY Planning Network

JULY 8, 2024

The rise of new tools, such as the Elements Financial Vitals System and AssetMap, aims to move from complex, comprehensive projections to more digestible summaries that facilitate great client conversations. So, which planning software should you use? Let's take a look!

Financial Planning