Abnormal Returns

OCTOBER 31, 2022

kitces.com) Brendan Frazier talks with Derek Hagen, founder of Money Health Solutions, about viewing money as a tool vs. a goal. rootofall.substack.com) Tim Ranzetta and Ren Makino talk teacher 403(b) plans with Dan Otter and Scott Dauenhauer. (ft.com) Advisers Why marginal tax rates are the key to calculating Roth IRA conversions.

Wealth Management 130

Wealth Management Startup Planning Retirement 130

Harness Wealth

MARCH 5, 2024

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Leveraging this new funding, we’re reinventing the tax advisor-client experience from the ground up. Today, we’re proud to enter a new era. Read the full announcement in TechCrunch.

Taxes 52

Taxes Clients Communication Financial Advice 52

International College of Financial Planning

OCTOBER 26, 2023

Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence. Updated with Regulations: Estate laws and tax implications can be complex and ever-changing. Personalized Solutions: Every individual’s estate planning needs are unique.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Discipline Funds

FEBRUARY 27, 2024

I love thinking about asset classes across time horizons because it creates clarity about how to best judge instruments. The easy solution to this is to know what you own and disaggregate your diversified portfolio as needed. And most stock funds and strategies fall into the 15+ year bucket.

Portfolio 80

Portfolio Assets Investing Investments 80

Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. provide protection solutions for their clients. Doug Twiddy. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

Consumer Federation of America The ambiguity and the lack of clarity is detrimental. It should be presented in complete and with total clarity in a plain language way that they can understand. Because they are salespeople who are “merely selling” investment products, they claim, no fiduciary standard ought to apply.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

OCTOBER 31, 2022

While not a red flag per se in all instances, when you see any of the following you should take pause and try to gain higher clarity. #1 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.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110