Your Richest Life

OCTOBER 1, 2022

I’ve talked on the blog before about having an emergency fund , and why it matters. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Natural Disaster Preparedness: Financial Prep. About Your Richest Life.

Food 104

Food Insurance Certification Fee Only 104

Your Richest Life

JULY 2, 2024

In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Publishing more than 220 articles for the Your Richest Life blog. 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.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planning 52

Financial Planning Compliance Financial Planner Fee Only 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. In this blog, “ What Should You Do About Inflation and Stock Market Volatility?

Media 72

Media Financial Advisor CFP Wealth Management 72

Your Richest Life

APRIL 19, 2022

Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . Brittney Castro – Brittney is the in-house CFP® for Mint, and her content is short, to-the-point and easy to understand. Podcasts are a great way to learn something during the monotonous parts of your day.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 2, 2021

However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. CFP ( Certified Financial Planner ).

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

JULY 17, 2024

I have a couple blog posts on working through estate planning roadblocks and estate planning for physicians , ( and some others here ,) but this is another area where you can enlist the help of a professional to check this very important task off your financial to-do list. That will bring you much more fulfillment in the long run.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

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. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

There are many flavors of IRAs; I’ll stick to the basics of a Traditional IRA and a Roth IRA in this blog post. For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. IRAs do not allow this.

Retirement 52

Retirement Taxes Financial Advisor Retirement Planning 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’s up with these “advice-only financial planners?”

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Zoe Financial

FEBRUARY 16, 2023

In this blog post, we will explore three charitable giving strategies intended for a tax deduction, minimizing record keeping, and increasing donations to charity. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser.

Taxes 40

Taxes Distribution CFP Accounting 40

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. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Inside Information

JULY 31, 2022

The other elephant in the room is the CFP Board, which has, at various times, explored becoming a regulatory body. Its initiatives might have gained more traction had the organization exhibited a consistently fair and even-handed enforcement policy.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

AUGUST 14, 2023

For those of you who are new to my blog, my name is Sara. Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

OCTOBER 30, 2021

Rostad adds that there is anecdotal evidence that disclosure of fees and costs may be different from (more effective than) disclosures of conflicts of interest or who regulates whom. That CFP advisors, all of them, represent a higher standard of behavior in the marketplace. So what should the CFP Board do about this? “I

CFP 40

CFP Commission Investing Investments 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. For those of you who are new to my blog, my name is Sara. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Scott Salaske , CEO of Firstmetric. I am a CFA® charterholder and financial advisor marketing consultant.

Insurance 59

Insurance Retirement Financial Advisor License 59

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms.

Commission 40

Commission Clients Sales Fee Only 40

Good Financial Cents

APRIL 10, 2023

pic.twitter.com/Hs7gsklEKt — Jeff Rose, CFP® (@jjeffrose) April 9, 2022 For example, I recently built a backyard oasis at my home, which I couldn’t have done if I was simply “rich” and just blowing all my income on flashy stuff. Lifetime memories = generational dividends.

Investing 110

Investing Investments Assets Accounting 110

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

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Was this helpful?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52