The Big Picture

SEPTEMBER 5, 2024

billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. It’s a Squid Game event on a global scale. A knife fight. This thing today is nuclear war. No survivors.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Your Richest Life

JANUARY 27, 2025

The markets are fickle, and prone to quick swings based on even seemingly minor events. Another problem is that there are fees associated with buying and selling in the markets. Transaction fees, management fees, and capital gains taxes can eat into your returns. For one thing, no one can really time the market.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

Darrow Wealth Management

JUNE 14, 2023

Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. When someone experiences a life-altering financial windfall or increase to their net worth, it’s often called a sudden wealth event. What is sudden wealth? What is sudden wealth?

Management 104

Management Wealth Management Wealth Advisor Taxes 104

Your Richest Life

MARCH 12, 2025

Extended travel or dealing with a major life event could also warrant requesting an extension. 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.

Taxes 52

Taxes Fee Only Electronics CFP 52

XY Planning Network

DECEMBER 16, 2024

XYPN LIVE events are casual by designthink t-shirts and shortsso you can come as you are and find real connections. Walking through a financial planning conferences doors, you might expect to find a room full of strangers dressed to the nines. But thats not what you get at XYPN LIVE.

Financial Planning 105

Financial Planning Planning Fee Only Financial Advisor 105

XY Planning Network

NOVEMBER 13, 2023

Every generation is shaped by the actions of their predecessors and the distinctive events and trends they collectively experience as they join the ranks of adulthood. Generation Z (Gen Z) is the latest age group phasing into the workforce. Those who work in financial planning know: it’s never too early to start.

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Financial Planning Clients Planning Fee Only 120

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 93

Tobias Financial

FEBRUARY 2, 2023

Franko also worked with the Symposium Chair along with the rest of the South Region Board to create this event that offers great educational and networking opportunities to practitioners and academics alike.

Financial Advisor 52

Financial Advisor Fee Only Wealth Advisor Education 52

XY Planning Network

AUGUST 14, 2023

XYPN members, January Smith and Aletta Tibbetts, EA recently sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss the how and why of leaving a steady paycheck behind and changing careers to launch their own financial planning firms.

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Startup Financial Planning Planning Management 87

XY Planning Network

APRIL 3, 2023

If you're interested in learning about solutions that can help you focus on the work that you love and profits your business, rather than the minutiae that keeps it running, you’ll appreciate this conversation hosted by XYPN Field & Event Marketing Manager, Aimee Arnaud.

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Financial Advisor CFP Compliance Management 88

XY Planning Network

FEBRUARY 6, 2023

This helps your tax professional get your taxes filed correctly, prepares you in the event there are any questions on your return, and allows for efficient tax planning. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

Taxes 98

Taxes Tax Planning Clients Accounting 98

Walkner Condon Financial Advisors

OCTOBER 4, 2022

This coalescence of events has led to the worst start to a bond year since 1842. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. The Fed is raising interest rates to combat soaring inflation. ABOUT THE AUTHOR. NATE CONDON. FINANCIAL ADVISOR.

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Marketing Marketing Financial Advisor Fee Only 98

Darrow Wealth Management

MARCH 17, 2025

Whether you have recently experienced a liquidity event from a windfall or have just been saving, holding too much cash can hurt you. Here are a few ways to tell if you’re holding too much cash and how to put extra cash to work. Do I have too much cash? How much should I have in savings? But how much is too much?

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Fee Only Accounting Debt Management Wealth Advisor 60

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!

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

The closing out of a year provides a great opportunity for us to take stock of the events of that year and determine if any changes need to be made. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Beneficiary designations are often overlooked as our lives change.

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Insurance Coverage Retirement Planning Financial Advisor Taxes 98

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial 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.

Financial Advisor 52

Financial Advisor Fee Only Certification CFP 52

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

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I’ve got Zack Hubbard, the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. And that is certainly a welcome innovation, whoo hoo!

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Yardley Wealth Management

JULY 7, 2020

In the podcast, I discuss how I am keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how I keep my mindset strong as we continue to “walk through the wind”, and why I decided to take on the IRONMAN challenge (Bonus: how the financial planning process is similar to participating in an Ironman event).

Wealth Management 40

Wealth Management Estate Planning Fee Only License 40

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.

CFP 52

CFP Planning Management Fee Only 52

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. So it’s important to step back and take stock of what it might mean for you.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. So it’s important to step back and take stock of what it might mean for you.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

XY Planning Network

AUGUST 14, 2023

XYPN members, January Smith and Aletta Tibbetts, EA recently sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to discuss the how and why of leaving a steady paycheck behind and changing careers to launch their own financial planning firms.

Startup 52

Startup Financial Planning Planning Management 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

XY Planning Network

OCTOBER 21, 2024

Join us at XYPN LIVE 2024 for the AdviceTech Competition, where innovative solutions are showcased, with CurrentClient winning Best in Show and Quivr CRM as Advicer’s Choice!

Fee Only 109

Fee Only Financial Advisor 109

XY Planning Network

MAY 6, 2024

Can you believe it? XYPN just celebrated a decade of making independence possible for 1800+ members, and just like that, the 10th annual conference is right around the corner.

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Fee Only Financial Advisor 104

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. Check with your employer for specific rules and guidelines they might have.

Insurance 52

Insurance Medical Accounting Taxes 52

Walkner Condon Financial Advisors

OCTOBER 28, 2022

This will be a tax-free event, and you will have to select new funds out of the lineup your plan sponsor offers. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. ABOUT THE AUTHOR. CLINT WALKNER. FINANCIAL ADVISOR.

Financial Advisor 52

Financial Advisor Planning Assets Fee Only 52

Yardley Wealth Management

OCTOBER 7, 2020

But the COVID-19 pandemic compressed many events into a short period and affected the entire country. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County). Suddenly, the concerns weren’t theoretical or something to worry about years from now.

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Retirement Planning Retirement Planning Wealth Management 40

FMG

SEPTEMBER 6, 2023

Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients. Everything you need – website, email, social media, blogs, events, video, and printed cards – all in one place.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

APRIL 25, 2022

Todd Keffury of Cadenza Financial Planning is a financial advisor who lives in Las Vegas and is focused on working with event planning professionals. My wife is a live event producer, so I have insight into the industry. Todd Keffury. How did you pick this niche market? How are you getting COIs involved?

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 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

WiserAdvisor

MAY 31, 2022

Reciprocate the favor: Sometimes scammers adopt a more ‘get into your zone’ approach, where they approach you indirectly by offering discounts, free lunches, event passes, etc. If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) home and read it thoroughly.

Investing 52

Investing Investments License Accounting 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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52