Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis 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.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity? Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. As always, hang in there. .

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Darrow Wealth Management

SEPTEMBER 11, 2024

Note that successor beneficiaries, e.g. people that inherit an IRA from someone other than the original IRA owner, may have different rules, which is outside the scope of this article. So it’s important to consult a financial advisor and attorney to discuss your situation.

Accounting 94

Accounting Retirement Distribution Taxes 94

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 111

Financial Advisor Compliance Clients Marketing 111

MainStreet Financial Planning

OCTOBER 3, 2023

I recently sat down with a reporter doing an article on single mothers. Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Mentally, it was much sooner.

Estate Planning 97

Estate Planning Financial Planner Insurance Retirement 97

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. The ink is hardly dry, so new details will likely emerge about the practical application of the surtax and potential planning opportunities. About Darrow Wealth Management.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. The blog on the site is a combination of relevant FMG content and articles that I’ve written. What has been your thought process when running it? These are periodic and mostly evergreen.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

WiserAdvisor

AUGUST 18, 2023

The value they bring to the table often outweighs the price, leading to improved financial outcomes and peace of mind. Different financial advisors may have varying fee structures, and their range of services can also differ significantly. Instead, they charge fees directly to their clients for the services they provide.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Yardley Wealth Management

SEPTEMBER 14, 2020

I had the opportunity to share my thoughts on SEP IRAs with Rachel Hartman of US News & World Reports for her fine article titled, “What is a SEP IRA?” She lists much of the basics in her article, including Contribution Limits, Tax Benefits, as well as how to open a SEP IRA and the deadlines for “S” Corps (9/15) and “C” Corps (10/15).

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

Darrow Wealth Management

JUNE 14, 2023

Tip of the iceberg This article is just a starting point as there are many other considerations for individuals expecting sudden wealth. Gifting strategies to family or friends during life or as a legacy, charitable goals, diversification and investment approach, trust and estate planning, and asset protection strategies are just a few.

Management 96

Management Wealth Management Wealth Advisor Taxes 96

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. 5 MIN READ. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 85

Financial Advisor Fee Only Financial Planner Financial Planning 85

WiserAdvisor

AUGUST 3, 2023

If you are wondering if it is worth paying a financial advisor 1 percent, it is essential to first understand the benefits and services that a professional advisor can provide and see if it outweighs the costs. This article will explore whether their fee of 1% is worth it.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Yardley Wealth Management

JULY 31, 2020

FINANCIAL PLANNING, FINANCIAL MANAGEMENT. In her article, 10 Reasons Why Talking To Kids About Money Is More Important Than Ever , Olya details why we need to have honest conversations with our kids about money. . It’s very important for parents to discuss financial issues, especially difficulties, with their children.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Planning 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. 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. What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. Please contact us if you’d like to discuss your financial plan. As always, hang in there. .

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Inside Information

MAY 30, 2024

Each article invites our readers to rethink client service, investing and advice in new and better ways. Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it.

Financial Planning 40

Financial Planning Financial Planner Fee Only Clients 40

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). Or that FINRA is going to take over the regulation of all advice-givers, and bring the hammer down on those fee-only ‘rogue brokers.’ Big ‘scale.’

Fee Only 40

Fee Only Professional Services Clients Management 40

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium! I know that monkey,” he said.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Your Richest Life

APRIL 5, 2022

Again, there’s nothing wrong with spending money on things that are fun – as long as you’ve planned and budgeted for them. I’ve written a few articles about how to donate money to charities , disaster relief programs or even individuals in need. You could also use some of that money to make a donation. A note about refunds.

Taxes 52

Taxes Accounting Budgeting Fee Only 52

Yardley Wealth Management

AUGUST 24, 2020

FINANCIAL PLANNING, INVESTMENTS. In his article, 7 of the Best 401(k) Funds for Millennials , Whittaker details seven of the best 401(k) funds for millennials saving for retirement. Please contact us if you’d like to discuss your financial plan. There’s an old saying that time is money.

Investments 40

Investments Investing Wealth Management Estate Planning 40

Gen Y Planning

DECEMBER 4, 2023

This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! To encourage progress and work toward goals that matter to you, pick just three financial shifts you want to make – and map out how you want to implement them. Sound familiar?

Planning 64

Planning Accounting Banking Retirement 64

Inside Information

DECEMBER 28, 2021

A s I was writing the lead article for this issue of Inside Information , I came back to a question that I’ve been pondering ever since I worked at the International Association for Financial Planning back in the 1980s: what is the purpose of a professional association? . Despite my obvious (obnoxious?)

Financial Planning 40

Financial Planning Communication Ethics Fee Only 40

Yardley Wealth Management

JUNE 25, 2020

Only professional financial advisors can access DFA, whereas anyone can access Vanguard’s funds. As a result of the interview, I was quoted in this article, The Quarter of Reckoning at Dimensional Fund Advisors (RIA Intel, May 20, 2020). Our law firm is Yardley Estate Planning, LLC , and is in the same place.

Wealth Management 52

Wealth Management Estate Planning Portfolio Clients 52

Darrow Wealth Management

NOVEMBER 5, 2024

This article is meant to be an easily-digestible introduction to QSBS. It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. This article has discussed federal tax treatment but realize states may follow their own rules. What is qualified small business stock (Section 1202)?

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Yardley Wealth Management

MAY 29, 2020

I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. Our law firm is Yardley Estate Planning, LLC , and is in the same place.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model. Does any of this sound familiar about today’s marketplace?). They’re the same, right?

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. With annuities now being able to be offered in 401k plans, the playing field has changed. David writes frequently about retirement income planning.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

AUGUST 14, 2023

If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52