Your Richest Life

MARCH 31, 2023

Accounts with less than that amount should be protected in the event of a bank failure. 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.

Banking 105

Banking Insurance Accounting Fee Only 105

Your Richest Life

OCTOBER 1, 2022

And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. It’s also helpful in the event of something like a job loss, or a surprise expense. Make sure you know what your insurance policy covers, as well as what it doesn’t. Water Supply.

Food 104

Food Insurance Certification Fee Only 104

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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CFP Planning Management Fee Only 52

Your Richest Life

JULY 2, 2024

2023 XY Planning Network Conference at an event at the Coca Cola Museum in Atlanta – Sept. As a fee-only financial planner, I love that my work allows me to help my awesome clients while still having the freedom to give back to the community and spend time with my family. Here’s to the next ten years!

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Financial Planner Fee Only Financial Planning Financial Counseling 59

Your Richest Life

AUGUST 10, 2024

Financial Fall Checklist: Prepare for upcoming expenses For many people, the last quarter of the year means sporting events, travel and holiday shopping. The last few months of the year are often some of the busiest, so now is a perfect time to get prepared and check off some important tasks before your schedule gets too overloaded.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Walkner Condon Financial Advisors

SEPTEMBER 27, 2022

Recency bias is a cognitive predisposition that causes people to more prominently recall and emphasize recent events compared to those that occurred further in the past. It just takes a little reminder to put recent events into perspective. So then why do they think that each vacation we take is the best ever? Recency bias.

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Financial Advisor Fee Only Certification CFP 52

Your Richest Life

FEBRUARY 28, 2022

That doesn’t mean that you can’t have financial autonomy, or protect yourself in the event of a breakup. 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.

Budgeting 59

Budgeting Accounting Financial Planner Fee Only 59

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.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Your Richest Life

OCTOBER 15, 2022

It’s meant to replace your income in the event of an illness, injury or other disability that prevents you from working. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Read my post about disability insurance here.

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Insurance Medical Accounting Taxes 52

Your Richest Life

APRIL 15, 2024

That means that the assets remain the property of the employer, and can be available to creditors in the event of bankruptcy or other litigation. 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.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Sara Grillo

AUGUST 14, 2023

4 In any event, an adviser’s duties at common law will depend on judge-made case law emanating from the state level, including application of conflicts of law principles to determine which state’s law applies, and will be enforceable by anyone with standing to sue. She obtained her CFP designation in 2003.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. As you might expect, though, the hands-on approach comes at an expense. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. As you might expect, though, the hands-on approach comes at an expense. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Darrow Wealth Management

NOVEMBER 5, 2024

Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. However, to be clear, taxpayers must be able to substantiate their claim in the event of an audit. But no extra supporting documentation is sent when filing (e.g.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

Good Financial Cents

APRIL 10, 2023

In the meantime, his parents were more than happy to pay for all his friends to watch any pay-per-view event that came around – think OG boxing matches like Mike Tyson vs Evander Holyfield. I could only imagine how rich his family was. Lifetime memories = generational dividends.

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Investments Investing 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?

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CFP Financial Advisor Financial Planner Ethics 59