Fee Only Investment Planning License 
Yardley Wealth Management
OCTOBER 7, 2020
The best thing to do is to avoid panicking and making drastic changes to your plan. If you have an established saving and investing plan, stick with it for now. Unless you can’t pay for food and shelter, you should not postpone funding your retirement during a pandemic, especially if you are only 5 years into funding it. .
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. With annuities now being able to be offered in 401k plans, the playing field has changed. Scott Salaske , CEO of Firstmetric.
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Sara Grillo
AUGUST 14, 2023
Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. transgender male and female investors.
Good Financial Cents
APRIL 10, 2023
If you’re a family with two car loans and you’re making the average payment, this means you’re forking over $1,288 in car payments per month without even accounting for the costs involved in license plates, auto insurance , gas, and other expenses.
Sara Grillo
SEPTEMBER 26, 2022
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.
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