Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. The post Your Guide to a Financially Healthy Holiday Season appeared first on Your Richest Life.

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Your Richest Life

NOVEMBER 1, 2024

Of course, there are other factors contributing to those numbers, and it can be difficult to separate them out. 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. Since 1928, the U.S.

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XY Planning Network

SEPTEMBER 30, 2024

As a business owner in the financial planning industry, we know you wear many hats to ensure the success of your business and the satisfaction of your clients. It's not just about recording numbers; there are rules, regulations, and standards to follow. One of those hats might be bookkeeping.

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Your Richest Life

NOVEMBER 26, 2024

These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work. 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

JULY 15, 2022

Your Richest Life by the Numbers. 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.

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Your Richest Life

MARCH 12, 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. Protect Your Identity Tax season is a particularly vulnerable time for tax and identity theft. Should You File an Extension?

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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. Seeing their situation spelled out in numbers can feel scary, so they end up avoiding it altogether. The truth is, no matter how disappointing the numbers might be, they’re still much better than a vague guess. About Your Richest Life.

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Your Richest Life

FEBRUARY 27, 2023

That number will decrease to 26 percent for 2033, 22 percent for 2034, and it will expire in 2035 unless Congress renews it. As far as roofing goes, only solar roofing tiles or solar roofing shingles apply. This credit was recently extended through 2034. For 2022-2032, Congress set the credit at 30 percent the cost of installation.

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Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!

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Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. That’s why some cash on hand can be crucial during a disaster.

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Darrow Wealth Management

NOVEMBER 17, 2022

If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit). We specialize in financial planning for an IPO, acquisition, or sale of a private business.

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Your Richest Life

JUNE 3, 2024

Checking in with your financial goals: Where are you now? Some people start to feel like they’re behind on their goals anyway, so what’s the point of looking at the numbers to face the reality? The truth is, only good things can come from looking at all your accounts, your spending, your savings, etc.,

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WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. Below are the different types of financial advisors you can choose from based on their fee model: 1.

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FMG

AUGUST 4, 2022

It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. I borrowed ideas from a number of other advisors’ websites but wanted them to be functionally as simple as possible.

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Your Richest Life

JUNE 14, 2024

But again, that number can vary based on when you started saving for retirement, and how much you’re able to save. You can also get to that number by asking yourself some fundamental questions: What age do you plan to retire? The answers to these questions will get you closer to your number, but there’s still more to consider.

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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.

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Your Richest Life

MAY 30, 2022

Buyers are competing for a smaller number of homes, so the less time you waste looking at properties that won’t work for you, the better. 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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Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

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Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

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International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. CFP ( Certified Financial Planner ).

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Walkner Condon Financial Advisors

FEBRUARY 28, 2023

There are generally restrictions on the number of transactions you can have in this type of account. While it’s technically a checking account, you are generally restricted by the number of transactions you can have without fees and it doesn’t function like a normal checking account. Current Yield: 0.12% – 3.1%

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XY Planning Network

FEBRUARY 6, 2023

The sheer volume of documents (with weird combinations of letters and numbers) is enough to make anyone stress! Today we want to put some of those anxieties to rest, for both you as an individual taxpayer, and for your clients. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

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XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms).

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Your Richest Life

FEBRUARY 28, 2022

The key is that you are honest and open with your partner about wanting to have money set aside for those things, and working together to make your financial goals a reality. It’s so much more than just numbers, and it can be bogged down with shame, fear and frustration. Commit to Talking About Your Money. About Your Richest Life.

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Your Richest Life

MAY 6, 2022

There are multiple plans that fall under this category , including Revised Pay As You Earn Repayment Plan (REPAYE,) Pay As You Earn Repayment Plan (PAYE,) Income-Based Repayment Plan (IBR,) Income-Contingent Repayment Plan (ICR) and the Income-Sensitive Repayment Plan. About Your Richest Life.

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XY Planning Network

FEBRUARY 20, 2023

With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. 8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. to address!

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Your Richest Life

MAY 10, 2024

Americans will be traveling in record numbers this summer, and they plan to do it on a budget. Whether you’re gearing up for a once-in-a-lifetime getaway, or a weekend at grandma’s a few states away, plan your expenses and prepare ahead of time for an enjoyable trip that won’t add unnecessary stress to your finances.

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XY Planning Network

JANUARY 23, 2023

While not everyone avoids taxes, there are a significant number of people who do. Clients are often slow to respond, don’t provide the requested documents, completely ghost… well, you get the idea.

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Gen Y Planning

DECEMBER 4, 2023

They look at the numbers or track their spending but don’t take the next step to make necessary adjustments. To encourage progress and work toward goals that matter to you, pick just three financial shifts you want to make – and map out how you want to implement them. Daycare costs increased.) This is where the rubber meets the road.

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Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

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Your Richest Life

FEBRUARY 27, 2024

That number will decrease to 26 percent for 2033, 22 percent for 2034, and it will expire in 2035 unless Congress renews it. Only solar roofing tiles or solar roofing shingles apply. This solar panel tax credit reduces how much you owe in income taxes based on how much you paid for your qualifying solar panel or clean energy system.

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Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

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Your Richest Life

APRIL 15, 2024

That will help you get started with a target number, and from there, you can see which accounts will support your goals. 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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WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.

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Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms.

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Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions? Which means?

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WiserAdvisor

SEPTEMBER 13, 2022

Additionally, you would not be so overwhelmed or stressed about planning for multiple goals and can instead concentrate on the pressing issues ahead of you. People who start retirement planning and other financial planning at a later stage in life often struggle with multiple financial responsibilities together.

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