Your Richest Life

FEBRUARY 24, 2025

The cost increase last month affected expenses like car insurance, airfare, medicine and groceries. 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.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Your Richest Life

MARCH 15, 2022

These organizations are highly rated on Charity Navigator , a site that vets charities based on their transparency, accountability and finances: Americares is delivering medicine, emergency supplies and funding to help people affected by the Ukraine crisis. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.

Medicine 52

Medicine Fee Only Estate Planning CFP 52

Inside Information

JULY 31, 2022

A lot of us are still angry at the decision to take down compensation data on advisors who were listed on the organization’s website, rather than confront the fact that thousands of brokers and asset-gatherers had slyly listed themselves as ‘fee-only.’

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Sara Grillo

SEPTEMBER 26, 2022

Wright: And to that, I would say part of that is just because our industry is relatively new compared to medicine, medicine, centuries years old, financial planning really… 0:39:26.1 Wright: You could say post-Great Depression, but even that’s kind of a little bit of a stretch. Grillo: Next question.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59