Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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Fee Only Financial Advisor Certified Financial Planner Commission 52

Your Richest Life

NOVEMBER 1, 2024

For investors, understanding these dynamics is crucial for making informed decisions in election years. 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.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. 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.

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Insurance Financial Planner Fee Only Financial Advisor 98

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

NOVEMBER 26, 2024

Check out our post, Retirement Planning: What Will Work Best for You? , for more information. 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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Your Richest Life

MARCH 8, 2024

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. First, arm yourself with the information that will make you feel more confident. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members.

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Financial Planning Planning Medical Retirement Planning 59

Your Richest Life

NOVEMBER 12, 2024

That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. 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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Budgeting Fee Only Planning CFP 52

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.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Your Richest Life

JULY 15, 2022

Listed as a D Magazine Best Financial Planner for the seventh year in a row. Named an Investopedia Top 100 Financial Advisor for the third time. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. -Writing more than 190 blog posts for my own website .

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Your Richest Life

FEBRUARY 15, 2022

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. The post How to Fit Travel into Your Financial Plan appeared first on Your Richest Life.

Financial Planning 52

Financial Planning Planning Insurance Fee Only 52

Your Richest Life

JANUARY 27, 2025

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. The post Active vs. Passive Investing: Which Strategy is Right for You?

Investments 52

Investments Investing Risk Tolerance Portfolio 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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Your Richest Life

MARCH 12, 2025

If you are missing documents or important information, that could be a good reason to extend your filing deadline. 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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Taxes Fee Only Electronics CFP 52

Your Richest Life

JANUARY 4, 2023

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. 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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Accounting Fee Only Financial Planning CFP 105

Your Richest Life

FEBRUARY 27, 2023

See more information on the IRS website here. 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. due to the vehicle’s MSRP.)

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Taxes Fee Only CFP Financial Planning 105

Your Richest Life

MARCH 15, 2023

When you’ve built a “treat yourself” fund into your budget, you know exactly how much you can spend without blowing your financial plans. Second, planning requires you to put a bit more thought into what you’re treating yourself with. For more information on the services offered, contact Katie today.

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Your Richest Life

DECEMBER 1, 2022

I talk about some of those options in my “How to Adjust Your Financial Plan” post. If you’re feeling behind or feeling defeated, start back at the beginning of this list: look at where you are, appreciate what’s working, and build a plan from there. For more information on the services offered, contact Katie today.

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Your Richest Life

SEPTEMBER 2, 2022

If your income falls within the income limits for The Biden Administration’s Student Loan Debt Relief Plan, then you may be eligible for a refund from the loans you paid off during the repayment pause that started in March of 2020. Contact your loan servicer for more information. You can apply up until Dec. 31, 2023. .

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Planning Fee Only Taxes CFP 102

Your Richest Life

MARCH 31, 2023

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

XY Planning Network

NOVEMBER 28, 2022

We see many advisors with successful careers in financial planning and investment management influenced at some level by the ability to cross every “T” and dot every “I.” 7 MIN READ.

Financial Planning 98

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Your Richest Life

OCTOBER 31, 2022

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. About Your Richest Life. The post You Maxed Out Your 401(k) – What Should You Do Next?

Retirement 110

Retirement Accounting Taxes Retirement Planning 110

Your Richest Life

OCTOBER 1, 2022

FEMA locations , to find information and resources specific to your state or city. National Hurricane Center for up-to-date information on tropical storms and hurricanes. 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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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. This fee covers not only investment management, but also financial planning.

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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 3, 2024

That’s valuable information, because it shows you what areas need attention as you get back on track. Dust off those financial goals A lot can happen in six months. Your life and your financial situation is probably a bit different now than it was at the beginning of the year. If you’re doing better than you thought, great!

Budgeting 97

Budgeting Taxes CFP Retirement 97

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

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Financial Planner Fee Only Financial Planning Financial Counseling 59

Your Richest Life

JULY 29, 2022

So whether you have a toddler or a young adult, there is practical, applicable information here for you. Financial literacy is important for parents, too. You can read about more of my favorite resources and advice in my “How to Improve Your Financial Literacy” post. About Your Richest Life.

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Budgeting Accounting Education Fee Only 116

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security.

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Financial Advisor Commission Fee Only Financial Planning 52

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. Money lesson #6: Be careful where you get your investment information from. The internet is drowning in financial advice, both good and bad.

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Financial Planner Estate Planning Financial Planning Financial Advice 59

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

FMG

AUGUST 4, 2022

Allowing them to encourage visitors to take action while giving them access to all the information they need. It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 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. 3 Ways to Adjust Your Financial Plan During a Down Market. For more information on the services offered, contact Katie today. How Do Stocks Perform During Downtimes?

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Budgeting Fee Only Financial Planning Planning 59

XY Planning Network

NOVEMBER 14, 2022

Knowledge is Power, Power provides Information; Information leads to Education, Education breeds Wisdom; Wisdom is Liberation. 3 MIN READ. People are not liberated because of lack of knowledge.”? Israelmore Ayivor. I love learning and growing my brain, don’t you?

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Education Financial Advisor Clients Fee Only 98

Inside Information

MAY 30, 2024

This issue of Inside Information represents the mission of the publication, and my mission as a writer in the profession. Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it.

Financial Planning 40

Financial Planning Financial Planner Fee Only Clients 40

Your Richest Life

AUGUST 10, 2024

Gather and organize the paperwork, digital files or login information you would need to complete those tasks. For more information on the services offered, contact Katie today. The post Fall Checklist for Financial Wellness appeared first on Your Richest Life.

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