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.

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Sara Grillo

MARCH 22, 2024

Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early.

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Nerd's Eye View

OCTOBER 24, 2023

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. Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez.

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Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. Retirement plans, such as individual retirement accounts (IRAs) and 401(k)s, are essential for securing a comfortable retirement.

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MainStreet Financial Planning

NOVEMBER 2, 2022

His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. On this anniversary, Jim came out of retirement to share this message. November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning.

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Nerd's Eye View

SEPTEMBER 19, 2023

In this episode, we talk in-depth about how Jessica leveraged her investment banking experience in wealth management mergers and acquisitions to build her own business where she could provide more independent M&A advice, why and how Jessica developed her flat-fee advice model for mergers and acquisitions to, similar to the evolution of fee-only (..)

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Yardley Wealth Management

OCTOBER 7, 2020

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

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Yardley Wealth Management

SEPTEMBER 14, 2020

Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

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Yardley Wealth Management

MAY 29, 2020

The post Should Pre-Retirees Take a New Look at #Retirement Income? Should Pre-Retirees Take a New Look at #Retirement Income? I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. appeared first on Yardley Wealth Management, LLC.

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WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

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The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Approaching retirement and want another opinion on where you stand?

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WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. 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.

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Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.

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Your Richest Life

APRIL 30, 2024

Even though interest rates are still high, divorce, marriage, retirement and death are all motivating factors to list a home. We are also seeing more homes from the so-called “silver tsunami, ” which represents the wave of baby boomers who will be retiring and putting their homes up for sale. The post Buying a House in 2024?

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Your Richest Life

MARCH 8, 2024

Saving for Retirement Did you know that on average, women save three times less than men for retirement? Women are also more likely to work part time or lower paying jobs that do not offer 401(k)s or other retirement plans. Even if your spouse or partner has a retirement plan, it’s important to have your own retirement savings.

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Your Richest Life

NOVEMBER 11, 2022

Increase Retirement Account Savings. If you’ve got a healthy emergency fund in place, look next at your retirement accounts. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Are you keeping up with the goals you’ve set for yourself?

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MainStreet Financial Planning

OCTOBER 3, 2023

Many single mothers prioritize short term expenses, maybe putting some aside for vacations or summer activities for the kids, but struggle to save for retirement and their own future. They are often behind on retirement savings and are looking at a modest retirement income, and possibly moving someplace cheaper once they stop working.

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Darrow Wealth Management

MAY 3, 2024

Do you want to retire? If you received an inheritance , is it in cash, stock, a retirement account? As a fee-only financial advisor and fiduciary , we’re always working in the best interest of our clients. Ongoing expenses and income needs Will the windfall change your lifestyle? Can you afford to?

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Your Richest Life

JANUARY 4, 2023

What if you have competing goals, like paying down debt or saving for retirement? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Where Should I Focus my Savings? If you have multiple money goals , where should your emergency fund fall?

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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.

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XY Planning Network

OCTOBER 9, 2023

The votes came in during this year’s XYPN LIVE conference and the AdvisorTech Expo Best in Show winner was clear: Income Lab ’s new Retirement Stress Test.

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Walkner Condon Financial Advisors

AUGUST 13, 2022

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. ABOUT THE AUTHOR.

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Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . IRA Accounts. Insurance Amounts .

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Walkner Condon Financial Advisors

DECEMBER 13, 2022

I think it’s tempting to not max out your retirement account contributions to feel like you are making a bigger financial impact for your family today. But, I would argue that by maxing out those retirement contributions, you’re having an even bigger financial impact on your family’s future. ABOUT THE AUTHOR.

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Gen Y Planning

DECEMBER 4, 2023

Everyone rattles off ideas about different resolutions you can set, how to automate your way to your goals, or different “hacks” to help you double the size of your bank account and retire by 45. This is where teaming up with a fee-only financial planning team can help you. Sound familiar? How are they detracting from them?

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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., that could increase the tax due from the surtax. About Darrow Wealth Management.

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FMG

AUGUST 4, 2022

They let you know what they’re all about at New Lantern the second you click the site; Embracing Your Retirement. Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after they get there. ” In this case, the quiz asks for both your name and email.

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Indigo Marketing Agency

APRIL 28, 2023

Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc. .” It is keyword-rich for my relevant search terms and explains exactly what I do, whom I do it for, and how I benefit my clients.

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Yardley Wealth Management

MAY 16, 2023

They can provide guidance and advice on investing, retirement planning, tax optimization, and more. Reviewing your retirement plan: A financial advisor can help you review your retirement plan and make adjustments to ensure you’re on track to meet your retirement goals.

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Yardley Wealth Management

OCTOBER 26, 2020

Social Security Retirement Planning . You really do get the extra 8% per year after you’ve reached your full retirement age. For most people, Social Security benefits make up a sizable percentage of their retirement income. The post Worried about your future Social Security benefits? As always, hang in there. .

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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. Go for Fee-Only Financial Advisors.

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FMG

FEBRUARY 3, 2023

Only 1% of the population in America serves in the military, and we like their tagline, “100% Focused on the Other 1%.” But That Shouldn’t Mean You Have to Work That Long,” shows that they know you work incredibly hard as a physician, so you should be able to enjoy your retirement. The tagline, “You’re a Doctor Forever.

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FMG

FEBRUARY 3, 2023

Retirement Security Planners, Inc. Not only does their homepage image tug at your heartstrings, but you can tell that they specialize in finances for both the active and retired military with their text, “ Fee-only Financial Planning and Wealth Management For Active and Retired Military Members.”

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Yardley Wealth Management

JULY 10, 2020

He called during the second week of March because he thought his plan would need to be updated, based on the facts that his account values were down and that he had gotten laid off from his job, likely leading him to retire a little earlier than he had hoped. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

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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. Banks & NBFCs. Brokerage Firms. Insurance Companies.

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Your Richest Life

JULY 29, 2022

Players decide whether to go to college, pay taxes, choose a career and plan for retirement. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Game of Life – Here is another classic that also teaches some valuable money lessons.

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Yardley Wealth Management

AUGUST 24, 2020

For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement. There’s an old saying that time is money.

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