Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Good Financial Cents

AUGUST 11, 2022

Invest in real estate. Track your retirement. Invest in stocks. Invest in crypto. Invest in alternative investments. Did you know you might be able to actually retire with $1 million? Take a few minutes to read my case study right here: [Case Study] Can You Retire Early with Only 1 Million Dollars?

Investing 109

Investing Investments Marketing Marketing 109

Sara Grillo

DECEMBER 12, 2022

Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Charles King is a financial advisor licensed in 55 states and territories.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. They love to travel, bake, and swim.

Investing 52

Investing Investments CFP Financial Advisor 52

Park Place Financial

MARCH 14, 2022

If you are unsure how to readjust your investments, take your age and subtract it by 100. The resulting number expresses how much equity you should have at different periods in your life. If you need assistance with the rebalancing process, turn to Park Place Financial for personalized investment planning services.

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 52

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

MainStreet Financial Planning

MARCH 15, 2023

Are my Retirement Accounts, such as IRA, 401k, or Investment Brokerage Insured? With a money market account, you can withdraw your money at any time, but there may be limits on the number of withdrawals you can make per month.

Insurance Coverage 90

Insurance Coverage Insurance Accounting Banking 90

The Big Picture

DECEMBER 28, 2022

The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. So let’s have 70 be our retirement age. We’re all going to stay here together because the number of customers is not going down. Let’s delve into it a little bit.

Management 180

Management Investing Investments Clients 180

International College of Financial Planning

OCTOBER 5, 2021

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80