Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.

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WiserAdvisor

JULY 22, 2022

You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals. Hiring a financial advisor is beneficial in multiple ways. The more advisors you hire, the more you will have to pay.

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Financial Advisor Portfolio Budgeting Commission 105

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Those looking to manage their exposure to gift and inheritance tax also have until December 31 to make use of the annual gift exclusion amount. Tax Loss Harvesting. Insurance Amounts . ABOUT THE AUTHOR. NATE CONDON.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Your Richest Life

JULY 17, 2024

In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. That will bring you much more fulfillment in the long run.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

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. How we are Compensated At Walkner Condon we use the assets under management (AUM) model.

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Yardley Wealth Management

SEPTEMBER 14, 2020

appeared first on Yardley Wealth Management, LLC. Retirement Planning, Income Taxes. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County).

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Yardley Wealth Management

JULY 31, 2020

The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. The recent news on job loss is staggering. YEP E-Newsletter: [link].

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Yardley Wealth Management

OCTOBER 26, 2020

appeared first on Yardley Wealth Management, LLC. Social Security Retirement Planning . By Michael Garry Yardley Wealth Management October 26, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. Our law firm is Yardley Estate Planning, LLC , and is in the same place.

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Yardley Wealth Management

JULY 7, 2020

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. I enjoyed speaking with her about how the skills I learned in achieving my goals and staying on track for the IRONMAN translate to serving my clients in my practice, Yardley Wealth Management.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key. And there can be planning opportunities too.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key. And there can be planning opportunities too.

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Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Sara Grillo

MAY 10, 2024

One of my best clients who runs a business just hired another advisor to manage their 401k plan.” ” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. Question from a subscribe r: “I’m stunned.

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Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania. Why We (Still) Use DFA Funds.

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management . My name is Mike Garry, and my company is Yardley Wealth Management, LLC. YEP E-Newsletter: [link].

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Financial Planning Planning Wealth Management Estate Planning 40

WiserAdvisor

AUGUST 3, 2023

Working with a financial advisor entails a financial commitment, typically represented by an annual fee of 1% of the assets entrusted to their management. Here’s how different types of fee models work in comparison to the 1 percent fee structure: 1. For some, this expense may seem substantial at first glance.

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Financial Advisor Retirement Planning Fee Only Retirement 52

Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? appeared first on Yardley Wealth Management, LLC. Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

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Your Richest Life

AUGUST 10, 2024

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. Reduce your tax bill If you want to reduce your tax bill, there are some moves you can make now to help you out in April.

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Taxes Budgeting Fee Only Planning 52

Yardley Wealth Management

AUGUST 24, 2020

The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, INVESTMENTS. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. Our law firm is Yardley Estate Planning, LLC and is in the same place.

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Investing Investments Wealth Management Estate Planning 40

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. Wealth Management Firms. Brokerage Firms.

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Yardley Wealth Management

MAY 29, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.

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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. Hourly Fee Fee charged per hour of advice.

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Financial Advisor Certified Financial Planner Ethics CFP 52

Clever Girl Finance

JULY 16, 2023

These include the following: You can’t figure out your personal finances on your own For some people, managing money is more than a chore. Others love managing money. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. And that’s OK.

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Clever Girl Finance

JULY 16, 2023

These include the following: You can’t figure out your personal finances on your own For some people, managing money is more than a chore. Others love managing money. These can include complex family matters, multiple financial accounts, or managing cash flow from multiple sources of income. And that’s OK.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

APRIL 11, 2022

Please conduct your own diligence on any wealth manager you are considering hiring. After the session, he provides them with a 3-5 page letter containing recommendations which they then implement on their own or hire an investment manager to execute. I have to kind of restructure things and make them simpler so that they can manage it.

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Financial Advisor Portfolio Clients Management 52

The Big Picture

JANUARY 21, 2025

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. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

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MainStreet Financial Planning

OCTOBER 3, 2023

Women traditionally have taken a back seat to managing the finances in the household. As a result, they are often unaware of how to manage their solo finances, pay the bills, manage credit card spending, or save for their future. Reach out for support from a financial coach or fee-only financial planner can also be helpful.

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Estate Planning Financial Planner Insurance Retirement 97

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Financial planning services can assist with developing a comprehensive estate plan.

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Yardley Wealth Management

MAY 23, 2023

The post Legacy Planning appeared first on Yardley Wealth Management, LLC. Legacy Planning for People in Their 50’s and 60’s: A Step-by-Step Guide As you near retirement age, it’s natural to consider your legacy. Planning for your legacy is crucial to ensuring your values and goals have a lasting impact.

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Sara Grillo

MAY 8, 2023

These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. SARA GRILLO: Okay, what resources have you availed yourself of, they can provide us with more knowledge and transparency as a fee-only advisors or the advisors that are listening to this.

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