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

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XY Planning Network

MARCH 3, 2025

As we endure through the 2024 tax season, it is crucial to stay informed about the latest changes to ensure you file your taxes accurately and take advantage of any available deductions or credits. Professions are built around them, and the consequences of misreporting them can be hefty taxes from the IRS.

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Sara Grillo

OCTOBER 21, 2022

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. Fee-only advisors are bound to the fiduciary standard. He knew before graduating fee-only was the path for him, his conscience, and his personality.

Insurance 98

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Your Richest Life

JULY 15, 2022

As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. 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.

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Your Richest Life

NOVEMBER 12, 2024

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 Your Guide to a Financially Healthy Holiday Season appeared first on Your Richest Life.

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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. Not only are his decks hilarious, but you will leave so much more informed about this industry than you can imagine. This matters a lot).

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Your Richest Life

NOVEMBER 26, 2024

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. For more information on the services offered, contact Katie today.

Retirement 52

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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

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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. So, when should you file an extension?

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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

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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Your Richest Life

SEPTEMBER 2, 2022

Contact your loan servicer for more information. If only a portion of my debt will be forgiven, how will my payments be adjusted? Make sure your contact information is up to date with your loan servicer so they can inform you of the next steps, and sign up here to be alerted when applications are open. 31, 2023. .

Planning 102

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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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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. The post The Impact of the Recent Bank Failures appeared first on Your Richest Life.

Banking 105

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Your Richest Life

JANUARY 4, 2023

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 Successful Emergency Fund Basics appeared first on Your Richest Life.

Accounting 105

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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. For more tips about creating a prosperous retirement, check out my post on the personal finance habits of successful retirees.

Retirement 110

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Your Richest Life

JUNE 3, 2024

That’s valuable information, because it shows you what areas need attention as you get back on track. Having that information ready will make it a little easier to know what changes you need during open enrollment. For more information on the services offered, contact Katie today. If you’re doing better than you thought, great!

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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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Your Richest Life

JULY 29, 2022

So whether you have a toddler or a young adult, there is practical, applicable information here for you. 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.

Budgeting 116

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Your Richest Life

MARCH 15, 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.

Budgeting 111

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Indigo Marketing Agency

APRIL 28, 2023

Headlines should give three important pieces of information as clearly as possible: What you do Whom you do it for How it benefits them Of course, it is challenging to sum up your value in 120 characters. How to Write a Great Headline Marketing, in general, should always focus on how you can benefit prospects.

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XY Planning Network

DECEMBER 11, 2023

Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant.

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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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Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Disclosure: Specific account details are subject to change and we are relying on the information from outside sites, which may or may not have completely correct information. You can schedule a no-cost, no-obligation appointment with our team here. . Alicia Vande Ven, M.S. candidate for cfp® certification.

Accounting 98

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Your Richest Life

DECEMBER 1, 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 Five Ways to Combat Money Stress appeared first on Your Richest Life.

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XY Planning Network

MARCH 11, 2024

With so many choices and words like “256-bit SSL encryption” and “ciphers” swirling around, paralysis from overanalysis can take hold, leaving your clients wondering just how to send you the information you need and you wondering why you have so many systems storing so many different client files.

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WiserAdvisor

AUGUST 18, 2023

These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Below are the different types of financial advisors you can choose from based on their fee model: 1. Choosing a fee-only financial advisor offers several benefits.

Financial Advisor 52

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XY Planning Network

SEPTEMBER 16, 2024

Keeping up with bookkeeping is mandatory for tax & regulatory compliance, informed decision-making, and accurate financial tracking. Your business could be audited at any point in the year, and having up-to-date books is essential to passing that audit. And remember, the earlier, the better to avoid the last-minute frenzy.

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XY Planning Network

AUGUST 1, 2022

Yet, there continues to be a vast lack of information about the challenges of being a firm owner as revenues trend down and prices up. News, fuel, groceries — unless you’ve avoided these recently, you've probably heard that inflation is up. The good news is that many of your costs are relatively fixed.

Clients 98

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WiserAdvisor

JULY 22, 2022

The advisors can be differentiated based on the fee structure they use to charge fees such as fee-only, commission-only, hourly-fee, monthly fee, etc. By choosing a single financial advisor, you can not only consolidate all your financial information but can also keep a tab on your investments.

Financial Advisor 105

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Sara Grillo

MARCH 22, 2024

Oregon Andrew Gray www.graywealthstrategies.com Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement. Corey Beal Home Pennsylvania Bill Hines www.emancipare.com We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!

Financial Planning 52

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Your Richest Life

JULY 2, 2024

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. For more information on the services offered, contact Katie today. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

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eMoney Advisor

MARCH 16, 2023

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. They’ve been able to access any information, any time. I knew these clients were being overlooked. Be Ready for Inquisitive Clients Millennials grew up in the age of the internet.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

XY Planning Network

NOVEMBER 28, 2022

As a Registered Representative (RR) or Investment Adviser Representative (IAR), you are subject to regulations – and likely employment contract limitations – regarding your activities and use of client information when you move firms or start a new one.

Financial Planning 98

Financial Planning Clients Investing Investments 98

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

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Your Richest Life

JUNE 14, 2024

If you feel in over your head with your investments or retirement planning, you might want to seek out a fiduciary fee-only financial planner who can work with you, and take some of the guesswork out of retirement planning. For more information on the services offered, contact Katie today.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Tobias Financial

DECEMBER 22, 2023

Yesenia, drawing from her professional journey, elucidated the disparities between her early days at one of the largest retail brokerage houses in the United States, and her current role as a fiduciary advisor at a fee-only RIA. To read more, visit: [link] The post Navigating the Broker/Dealer vs.

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Investment Advisor Ethics Investments Investing 52