Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

The ABLE account contribution amount is capped at $16,000 for 2022. As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. candidate for cfp® certification. How much can I contribute to an ABLE account? How We Can Help.

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Accounting Financial Advisor Certification CFP 98

Your Richest Life

NOVEMBER 11, 2022

As 2022 winds down, now is the ideal time to set yourself up for success in the new year. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. About Your Richest Life. For more information on the services offered, contact Katie today.

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Your Richest Life

APRIL 5, 2022

Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Pay down debt? Book a summer trip? About Your Richest Life.

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Taxes Accounting Budgeting Fee Only 52

Walkner Condon Financial Advisors

AUGUST 5, 2022

Now past the halfway point of 2022, we are seeing how this has played out. Jonathon Jordan, CFP®, CEPA. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Another phrase bandied about over the last year-plus is ‘supply chain issues.’ Financial Advisor, PARTNER.

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Walkner Condon Financial Advisors

FEBRUARY 21, 2023

This is an increase from the $20,500 you could contribute in 2022. This is an increase from the $6,500 catch-up contribution for 2022. This is an increase from the 2022 limit of $61,000 ($67,500 including catch-up contributions). ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

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CFP Financial Advisor Fee Only Certification 59

Your Richest Life

OCTOBER 15, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The post Open Enrollment 2022: Making the Most of Your Benefits appeared first on Your Richest Life. Your Comprehensive Guide to Open Enrollment. About Your Richest Life.

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Insurance Medical Accounting Taxes 52

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. For example, C.L. Wrapping It Up. Does your social media strategy have what it takes?

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Media Financial Advisor CFP Wealth Management 72

Your Richest Life

MARCH 15, 2022

If you book an Airbnb in Ukraine, look for places with multiple reviews that date back before 2022. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. People do take advantage of crises for their own gain. About Your Richest Life.

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Medicine Fee Only Estate Planning CFP 52

Your Richest Life

JUNE 30, 2022

As of May 2022, the inflation rate sat at 8.6% – the highest it’s been in 40 years. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. What does that mean for your portfolio? About Your Richest Life.

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Risk Tolerance Fee Only Portfolio Economy 52

Your Richest Life

APRIL 30, 2024

Rates remained low for most of the year, but began rising steadily with inflation in 2022. 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.

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Your Richest Life

MAY 6, 2022

At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Student loan payments have been deferred again, meaning federal student loan borrowers can postpone their payments — interest-free — for a while longer. Payments are now due beginning Aug.

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Budgeting Fee Only Planning Government 52

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Dwight Dettloff, CPA, CFP® is the founder of Winding Trail Financial Planning in Colorado. They revised this guide in November of 2022.

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Financial Planning Planning Financial Planner CFP 52

Your Richest Life

JUNE 15, 2022

That rate is only guaranteed for six months – it is subject to change on Nov. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. With Savings bonds typically have a rate of return under 2 percent. Series I Bonds are inflation-indexed.

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Budgeting Fee Only Accounting Taxes 52

Your Richest Life

FEBRUARY 27, 2024

For 2022-2032, the credit is at 30 percent of the cost of installation. 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. Recently, Congress extended this credit through 2034.

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Your Richest Life

JANUARY 31, 2022

That’s why Series I savings bonds are getting extra attention right now: Until May 2022, the rate is at a rare 7.12 At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. With savings bonds, their rate of return is typically under 2 percent.

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Investing Investments Taxes Education 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? Date: June 7th, 2022.

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Financial Planner CFP Financial Planning Education 52

Zoe Financial

FEBRUARY 16, 2023

Most taxpayers claim the standard deduction, which means they cannot deduct their charitable donations from their taxable income in 2022. To benefit from itemized deductions, the eligible expenses must total more than $25,900 for married individuals filing jointly and $12,950 for single taxpayers in 2022.

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Taxes Distribution CFP Accounting 40

Sara Grillo

AUGUST 14, 2023

In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media. She obtained her CFP designation in 2003. In August 2022, Kelly launched her own advisory firm, Brava Financial. Bogle and His Lifelong Battle to Serve Investors First.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? According to recent data from Schwab’s 2022 Modern Wealth Survey , being wealthy required an average net worth of $1.9

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Investing Investments Assets Accounting 110

Darrow Wealth Management

NOVEMBER 5, 2024

Massachusetts previously had their own rules for qualified small business stock but after January 1, 2022, sales will conform to the federal guidelines. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. For example, California doesn’t adhere to the federal QSBS tax treatment.

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Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Our scheduled meetups are here: December 14th, 2022. 29 February, 2022). Disclosures.

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Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

APRIL 11, 2022

Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. So this is like late 90s, early 2000s, started your own from… Okay, so now we’re in 2022. That’s how you get paid. It was very successful.

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