Your Richest Life

SEPTEMBER 12, 2022

That being said, travel prices are still about 17 percent higher than they were in 2019 , so make sure to leave some room in your budget if you haven’t traveled in awhile. The year-end spending can get out of hand for many families, but with all the uncertainty this year, it is even more important to create a budget and stick to it.

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Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. CFP Exam: Successful completion of the CFP exam.

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Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. Making budget-conscious choices: Summer 2024 Travel It’s going to be a big summer for travel, but many people are still feeling the strain of high prices and travel expenses. Due to inflation, points can lose their value over time.

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Your Richest Life

APRIL 19, 2022

Books about mindset, budgeting and building wealth can apply to everyone, regardless of where you’re at now. This is a great read for anyone who isn’t really into budgeting. Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. .

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Your Richest Life

AUGUST 10, 2024

Use the time now to look ahead at upcoming expenses, set a budget, and look into deals if you can. Make a list of the tasks you can accomplish now, like reviewing your benefits before open enrollment, checking up on your credit, updating your estate plan or planning an end-of-the-year budget. Check these tasks off your list by Dec.

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Your Richest Life

MARCH 26, 2024

You might be surprised to find how much you can save just by canceling some subscriptions or cutting certain expenses out of your budget. You can streamline your payments, cut down on late fees and stay on top of your goals by automating whatever you can. And that’s why everyone needs a budget.

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Your Richest Life

FEBRUARY 28, 2022

For example, if you want the freedom to splurge on things you enjoy, set up an amount within your budget that allows both of you to continue buying those things. Budgets don’t have to feel limiting; they can instead give you the opportunity to spend money on fun things without the guilt that sometimes comes along with that.

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Your Richest Life

MAY 30, 2022

An excellent real estate agent will listen to your needs, stick to your budget and have strong relationships with other real estate professionals that can expedite the home buying process. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Your Richest Life

MARCH 15, 2022

Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Here are a few more resources to help you donate with confidence: Best Ways to Donate Money After a Disaster.

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Your Richest Life

JULY 17, 2024

This is why everyone needs a budget, because no matter how much money you have coming in, you should still have a plan for it. Lifestyle inflation) 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.

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Your Richest Life

FEBRUARY 15, 2022

If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. 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.

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Your Richest Life

JUNE 15, 2022

Here are some strategies you can use to stay on track, even as prices continue to rise: Go Back to Your Budget. You will probably have to revisit your budget regularly as prices continue to fluctuate, but that’s a good habit to get into anyway. Here are some tips for managing your budget , even if you hate budgeting.

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Your Richest Life

APRIL 5, 2022

The key is to look at your budget, your accounts and your goals for the year. Again, there’s nothing wrong with spending money on things that are fun – as long as you’ve planned and budgeted for them. I usually tell my clients to save 90 percent of their refund, and then take 10 percent to do whatever they want with it.

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Your Richest Life

MAY 6, 2022

Prepare Your Budget. Regardless of how big or small your payments might be, they still need to be factored into your budget. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. You can read more about these changes here.

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XY Planning Network

MAY 22, 2023

Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss just that.

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Your Richest Life

MARCH 8, 2024

But if you don’t take an active role in the finances, start by making a habit of reviewing your accounts, keeping track of bills and talking regularly with your partner about your budget and money goals. For more information on the services offered, contact Katie today.

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Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. You may be able to handle your finances independently through a budget and basic investing skills.

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Clever Girl Finance

JULY 16, 2023

You can learn about the stock market, bonds, budgeting, retirement planning, and saving. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. You may be able to handle your finances independently through a budget and basic investing skills.

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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.

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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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Your Richest Life

MARCH 26, 2025

Here is a roundup of my top financial planning tips for women looking to improve their money situation and feel more in control of their financial destinies: Financial Planning Tips for Women: Start Money Conversations Early Its often said that girls are taught to save and budget, while boys are taught to earn and invest.

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