Your Richest Life

JUNE 3, 2024

One of the simplest ways to cut down on your tax liability is to save for retirement. Note: You can enroll or change what you’re contributing to your retirement accounts throughout the year. Review your health insurance spending and retirement savings for the year, and make note of any major life changes this year.

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Your Richest Life

APRIL 15, 2024

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Contributions to a 457(b) plan are tax-deferred, and so are the earnings on the retirement money.

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Your Richest Life

JANUARY 4, 2023

What if you have competing goals, like paying down debt or saving for retirement? At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Where Should I Focus my Savings? If you have multiple money goals , where should your emergency fund fall?

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Walkner Condon Financial Advisors

DECEMBER 13, 2022

I think it’s tempting to not max out your retirement account contributions to feel like you are making a bigger financial impact for your family today. But, I would argue that by maxing out those retirement contributions, you’re having an even bigger financial impact on your family’s future. ABOUT THE AUTHOR.

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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.

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Your Richest Life

JULY 29, 2022

Players decide whether to go to college, pay taxes, choose a career and plan for retirement. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Game of Life – Here is another classic that also teaches some valuable money lessons.

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International College of Financial Planning

AUGUST 31, 2023

Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. 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.

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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. If you cater to pre-retirees or retirees then share content that relates to that group.

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Your Richest Life

JULY 17, 2024

But I have personally seen small adjustments (like automating a savings goal or allocating a bit more towards retirement) compound into major changes. Money lesson #3:Prioritize retirement savings. There are so many competing money goals that can pull your attention away from saving for retirement.

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Sara Grillo

MARCH 22, 2024

Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early.

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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. Most advisors that work with commission-based income will need an individual retirement account (IRA). Accountability.

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Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. 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. CFP Exam: Successful completion of the CFP exam.

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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 ). Banks & NBFCs.

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Walkner Condon Financial Advisors

AUGUST 13, 2022

A 401(k) is a qualified retirement plan that is sponsored by an employer. It allows employees to deduct a portion of their salary and put it into an account that is invested for their retirement. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. Mitch DeWitt, CFP®, MBA.

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Your Richest Life

MARCH 8, 2024

Saving for Retirement Did you know that on average, women save three times less than men for retirement? Women are also more likely to work part time or lower paying jobs that do not offer 401(k)s or other retirement plans. Even if your spouse or partner has a retirement plan, it’s important to have your own retirement savings.

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Your Richest Life

OCTOBER 15, 2024

Review Your Benefits: Adjust Retirement Contributions Does your employer offer a match for retirement savings? Employer match programs can match all or some of your contributions to an employer-sponsored retirement account, so take this opportunity to enroll if you haven’t already.

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Your Richest Life

SEPTEMBER 10, 2024

For example, if your 401(k) is sitting in cash or treasury bonds and you retire in 15 years, you might need to make some changes to hit your retirement goals. But once retirement is on the horizon, most investors start to lean into bonds to reduce volatility and preserve the money they’ve earned.

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Your Richest Life

APRIL 5, 2022

Finally, you could also use your refund to increase your retirement account savings , 529 plan savings or other long-term savings. 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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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 is an advice-only financial planner? So please subscribe!

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Your Richest Life

JUNE 15, 2022

You may want to think about converting retirement account money from pre-tax to Roth since the market is low. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Buying savings bonds is one option to maximize your savings right now.

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Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors who only charge fees might categorize themselves as “fee-only.” Advisors who are dual registered often use the term “fee-based.” . AUM Fee Model vs. Commission Model . By Craig Lemoine, Ph.D., Meet Ruben.

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Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. Lee holds a Ph.D.

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Zoe Financial

FEBRUARY 16, 2023

This strategy can be especially impactful during a donor’s highest earning years, often within a few years of retirement. If you would like to schedule a time to speak directly with author Keith Corbett, CFP® about these strategies, or any other personal finance topics, please reach out using this link for a free consultation.

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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. Financial advisors also support clients with guidance on investments and retirement accounts like your IRA.

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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. Financial advisors also support clients with guidance on investments and retirement accounts like your IRA.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views.

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Your Richest Life

NOVEMBER 11, 2022

Increase Retirement Account Savings. If you’ve got a healthy emergency fund in place, look next at your retirement accounts. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Again, don’t beat yourself up if you got off course.

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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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Good Financial Cents

APRIL 10, 2023

They each earned $250,000 per year, and they were only in their mid-thirties. My initial conversation with the couple helped me learn they wanted to retire at the age of 50, and that they were super motivated when it came to working hard for what they wanted. Ad Make your retirement plan work for you by investing in a Roth IRA.

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Your Richest Life

APRIL 30, 2024

Even though interest rates are still high, divorce, marriage, retirement and death are all motivating factors to list a home. We are also seeing more homes from the so-called “silver tsunami, ” which represents the wave of baby boomers who will be retiring and putting their homes up for sale. The post Buying a House in 2024?

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Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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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

Financial Planning Tips for Women: Saving for Retirement Did you know that on average, women save three times less than men for retirement? Women are also more likely to work part time or lower paying jobs that do not offer 401(k)s or other retirement plans. In 2024, for every dollar men earn, women earn 84 cents.

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