Education Estate Planning Fee Only 
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). While AUM advisors may seem appealing, they often come with high lifetime fees and potential conflicts of interest.
Nerd's Eye View
SEPTEMBER 3, 2024
In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)
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MainStreet Financial Planning
OCTOBER 3, 2023
Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Savvy Ladies – free financial education for women Check out MainStreet’s Money Library for helpful articles and videos.
Yardley Wealth Management
JUNE 6, 2023
Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.
The Big Picture
JANUARY 21, 2025
He also worked as director of financial Education at, at Citigroup. And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family.
MainStreet Financial Planning
FEBRUARY 1, 2024
During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.
Your Richest Life
JULY 17, 2024
Paying off student loans , saving for your child’s education or paying off your mortgage are goals that many people have, but don’t forget to support yourself, too. Money lesson #8: Estate planning is important, and nobody really wants to do it. Money lesson #3:Prioritize retirement savings.
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