Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. Are you new to investing and feeling overwhelmed by all the jargon? Don’t worry, you’re not alone!

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Your Richest Life

JULY 2, 2024

So far, I have worked with more than 150 families, been quoted in dozens of articles, appeared on many podcasts and spoke to several groups about improving their finances. Publishing more than 220 articles for the Your Richest Life blog. 2023 XY Planning Network Conference at an event at the Coca Cola Museum in Atlanta – Sept.

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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. In this blog, “ What Should You Do About Inflation and Stock Market Volatility? Wrapping It Up.

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Media Financial Advisor CFP Wealth Management 72

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. CFP ( Certified Financial Planner ).

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. Chris Shoup [link] Georgia David E. I also provide one-time retirement plans for DIY investors.

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Your Richest Life

APRIL 5, 2022

I’ve written a few articles about how to donate money to charities , disaster relief programs or even individuals in need. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. You could also use some of that money to make a donation.

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Inside Information

JULY 31, 2022

The cover article talked about this professional bait-and-switch, and the cover of the magazine featured a monkey in a business suit, with the caption: “These days, everybody is a financial planner. ”. The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body.

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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? So please subscribe!

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Financial Planner CFP Financial Planning Education 52

Darrow Wealth Management

NOVEMBER 5, 2024

This article is meant to be an easily-digestible introduction to QSBS. This article has discussed federal tax treatment but realize states may follow their own rules. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. What is qualified small business stock (Section 1202)?

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Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Leverage these tips to decide!

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. Leverage these tips to decide!

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

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. With annuities now being able to be offered in 401k plans, the playing field has changed.

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Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. She obtained her CFP designation in 2003. Fiduciary September is Institute’s best known program and the largest annual conversation on the importance of fiduciary principles.

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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. SARA GRILLO, CFA: And we’re gonna talk about how to provide high value as an hourly financial planner. That’s how you get paid. It was very successful.

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