XY Planning Network

APRIL 24, 2023

It was quite a significant change from my first XYPN conference experience in 2014 when most folks turned up their noses to the idea of expanding access to financial planning, not to mention in a fee-only, fee-for-service way.

Fee Only 98

Fee Only Financial Planning Planning Financial Advisor 98

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Alicia Vande Ven is a Candidate for CFP® Certification at Walkner Condon Financial Advisors, a fee-only, fiduciary financial advisor firm based in Madison, WI, that works with clients locally and around the country. What is an ABLE account? The ABLE acronym stands for Achieving a Better Life Experience. It b ecame law on Dec.

Accounting 98

Accounting Financial Advisor Certification CFP 98

The Big Picture

JANUARY 21, 2025

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. I’m curious as to what you witnessed. 00:11:44 [Speaker Changed] So you’re right.

Investments 147

Investments Investing Management Retirement 147

Good Financial Cents

APRIL 10, 2023

A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. Ultimately, that’s why many wealthy people don’t drive fancy cars or live in huge homes. Instead of spending their extra money, they put their money to work. Ads by Money.

Investing 110

Investing Investments Assets Accounting 110