Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. 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. Fee-only advisors are bound to the fiduciary standard.

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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.

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Financial Market Marketing Marketing Medicine 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

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Financial Planning Planning Financial Planner CFP 101

Your Richest Life

NOVEMBER 26, 2024

There are also more people than ever going back to college, getting degrees, and investing in their career well into (and beyond) middle age. Money tips for your 40s 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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Retirement Planning Fee Only Financial Planning 52

Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated. What is a Certified Financial Planner (CFP) ?

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Tobias Financial

AUGUST 9, 2023

Are you new to investing and feeling overwhelmed by all the jargon? 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. Don’t worry, you’re not alone!

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Your Richest Life

OCTOBER 31, 2022

Diversification gives your investments a cushion in case of economic hardships or unexpected downturns. A Solo 401(k) actually has more room to invest than your standard 401(k) if you’re a business owner. You can open this account with a brokerage firm, and then you can buy and sell investments like mutual funds and ETFs.

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Retirement Accounting Taxes Retirement Planning 110

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. An ABLE account is a tax-advantaged savings account that allows individuals with a disability and their families to save and invest money without losing certain government benefits (i.e.

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Your Richest Life

DECEMBER 1, 2022

For example, just because everyone in your circle is buying real estate or investing in cryptocurrency, doesn’t mean you should, too. On the flip side, maybe you’re a super saver who isn’t investing as much as you should. Watching others and trying to adapt your plan to theirs is a surefire way to get you off course.

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Your Richest Life

JANUARY 4, 2023

But you also don’t want to invest your emergency fund in the stock market, or anywhere else that’s too volatile. Those accounts also don’t typically yield much growth on your investment. . 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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Tobias Financial

DECEMBER 22, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Tobias Financial

DECEMBER 19, 2023

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Investment Advisor Ethics Investing Investments 52

Your Richest Life

SEPTEMBER 10, 2024

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Figure Out Your Goals Your goals are a great place to start.

Investing 52

Investing Investments Risk Tolerance Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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Portfolio Certified Financial Planner Investing Investments 52

Indigo Marketing Agency

APRIL 28, 2023

Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc. What is the best?

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Your Richest Life

JULY 29, 2022

As kids get older, they can be introduced to more complex financial ideas, like investing. How to Turn $100 into $1,000,000 – This is another fun, easy read that will introduce kids to investing, starting a business and managing money. Kids can learn when to save, when to invest and how to track their money.

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Your Richest Life

MARCH 15, 2023

That could look like investing in a fitness class, buying higher quality ingredients to cook meals instead of takeout, or even purchasing bath bombs with the intention of taking a relaxing, luxurious bath every week. This is going to look very different for everyone, but the key is that it benefits you in some way.

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Your Richest Life

JANUARY 31, 2022

government, so they’re considered a generally low-risk investment. . The trouble with low-risk investments is that they can also come with a lower reward. Should you invest in savings bonds? One perk to investing in the Series I bonds right now is that it helps offset some of the losses from inflation. 1 and May 1.

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Investments Investing Taxes Education 52

Walkner Condon Financial Advisors

DECEMBER 13, 2022

That’s why we expect to be paid interest when we save or invest our money instead of spending it. There is not only value in the money that I’m saving for retirement, there is value in the investment I’m making into my career, that (I’m hoping) will pay off in the future. FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

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Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are places where you can put your money that offer better interest rates without taking on the risk of investing in the market, and we will also touch on some that are extremely conservative that may be of interest as well for folks that have money in brokerage accounts. Investments involve risk. Alicia Vande Ven , M.S.,

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Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. A certified financial planner (CFP) designation indicates that an advisor has met certain standards of education, experience, and ethics.

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Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

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Financial Advisor Certified Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. Candidate for CFP® Certification, is a fee-only, fiduciary financial advisor who works with clients locally in Madison, WI, and around the country. Investments involve risk. Alicia Vande Ven , M.S.,

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Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm.

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International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. CFP ( Certified Financial Planner ).

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Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

JUNE 14, 2024

But if you earn too much for an IRA, you can open a brokerage account instead, which is a taxable investment account. Work with an advisor The sooner you can start putting money away for retirement, the more time your investments will have to compound and grow. For more information on the services offered, contact Katie today.

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Retirement Planning Retirement Planning Fee Only 52

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

Your Richest Life

JUNE 30, 2022

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. Here are some insights from the past that might help with your current, and future, investments: Stocks Performance During Inflation. That might signal that this is a good time to invest in stocks.

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Risk Tolerance Fee Only Portfolio Economy 52

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. He is the person who can buy or sell your stocks and guide you to invest in the best investment channels.

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Your Richest Life

MAY 30, 2022

That way, they might be able to point out any red flags before you get too invested. . Should You Buy Investment Real Estate Right Now? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. What to Consider Before You Upsize Your Home.

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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. Devin Faddoul www.addafinancial.com Flat fee advisor in Pittsburgh Texas Allen Mueller www.7saturdaysfinancial.com

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Your Richest Life

JULY 17, 2024

And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Money lesson #4: Stick with a long term investment strategy. We’ve seen time and time again that timing the markets for quick returns does not pay off as well as long-term investing does.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

Your Richest Life

APRIL 19, 2022

The Investment Answer by Daniel Goldie and Gordon S. Murray – This book is jam-packed with investing wisdom, plain and simple. You can learn something from this book no matter what investing level you are at. Here are some good ones to get you started: Investing and financial planning. Therefore, he knows his stuff.

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Budgeting Financial Planner CFP Financial Planning 52

Your Richest Life

SEPTEMBER 12, 2022

Here are some additional resources for helping you manage your budget and prepare for downtimes: Managing Investments During a Financial Crisis. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. How Do Stocks Perform During Downtimes?

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Budgeting Fee Only Financial Planning Planning 59

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. The benefits of advice-only financial planners.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Walkner Condon Financial Advisors

AUGUST 13, 2022

It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. Investment Option Differences Between 401(k)s and IRAs. A couple of other differences between a 401(k) and an IRA are the investment options and the ability to take a loan from the account. ABOUT THE AUTHOR.

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Retirement Taxes Financial Advisor Retirement Planning 52

Your Richest Life

SEPTEMBER 30, 2024

For shorter term investments like savings accounts and money market funds, they correlate with the fed funds rate. 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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Economy Fee Only CFP Economics 52