Sara Grillo

MAY 16, 2022

From the company’s website, as of May 16th, 2022: Single people. From the company’s ADV Part 2 brochure, as of May 16th, 2022: Fees are set as a fixed annual fee, paid quarterly, and based approximately on the total time required to service an account yearly. Jon Luskin, CFP. 375 start up. $89 89 per month.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Carson Wealth

JANUARY 17, 2023

CFP ®   , Director of Consumer Investment Research   . Retirement plans, such as 401(k) and 403(b) plans, allow employees to contribute a portion of their salary up to a federal limit ($20,500 in 2022). Craig Lemoine, Ph.D., Welcome to your 40s. You’ve built some wealth, and likely had a career or two by now.

Retirement Planning 52

Retirement Planning Financial Planner Retirement Certified Financial Planner 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

Investing 110

Investing Investments Assets Accounting 110

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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. Our scheduled meetups are here: December 14th, 2022.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 1, 2022

In Best Low-Risk Investments for 2022 , I provided a comprehensive list of low-risk investments with predictable returns. In this article, we’re going to look at high-yield investments, many of which involve a higher degree of risk but are also likely to provide higher returns. Best High-Yield Investments for 2022.

Investments 64

Investments Investing Certification Accounting 64

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? So please subscribe!

CFP 80

CFP Financial Planner Ethics Financial Planning 80