Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

NOVEMBER 1, 2022

In this episode, we talk in-depth about why Mindy attributes the success of her practice’s structure to the realization that she does not enjoy selling products or investment management (or dealing with compliance that goes with them) and could more efficiently scale with an advice-only approach to one-year financial planning engagements that (..)

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

SEPTEMBER 19, 2023

In this episode, we talk in-depth about how Jessica leveraged her investment banking experience in wealth management mergers and acquisitions to build her own business where she could provide more independent M&A advice, why and how Jessica developed her flat-fee advice model for mergers and acquisitions to, similar to the evolution of fee-only (..)

Financial Advisor 237

Financial Advisor Fee Only Sales Clients 237

Nerd's Eye View

OCTOBER 24, 2023

Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez.

Financial Advisor 246

Financial Advisor Financial Planning Planning Clients 246

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. 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.

Budgeting 52

Budgeting Fee Only Planning CFP 52

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?

Taxes 52

Taxes Fee Only Electronics CFP 52

Your Richest Life

JULY 15, 2022

Your Richest Life by the Numbers. 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. Expanding the Your Richest Life team.

Financial Planner 105

Financial Planner Fee Only CFP Clients 105

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. I’ve lost count of the number of times that 30 seconds into an interview, I’ve gotten a side-eyed glance from him that says “ Loser. It’s uncanny.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

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.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Your Richest Life

DECEMBER 1, 2022

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. The actual numbers might not be as bad as you thought, or you’ll have a much clearer idea about what you have to do next.

Certified Financial Planner 95

Certified Financial Planner CFP Financial Planning Financial Planner 95

Walkner Condon Financial Advisors

AUGUST 5, 2022

The crisis in Ukraine has also played a key factor in these rising energy costs, particularly in fuel, an impact that can be seen in the CPI number. We’ll receive July’s inflation numbers on Aug. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Certified Financial Planner 98

Certified Financial Planner Financial Advisor Financial Planner Fee Only 98

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.

Taxes 105

Taxes Fee Only CFP Financial Planning 105

XY Planning Network

SEPTEMBER 30, 2024

It's not just about recording numbers; there are rules, regulations, and standards to follow. While taking on this task yourself can be tempting, the consequence of any mistakes could be costly. First, let's address the complexity of bookkeeping. Missing even a minor detail could lead to significant issues down the line.

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Compliance Financial Planning Planning Numbers 102

Your Richest Life

AUGUST 4, 2023

Your Richest Life by the Numbers Here are some of the highlights of my eight years in business: -Worked with over 170 families to date -Working with over 45 families on an ongoing basis -Writing more than 200 blog posts for my own website -Listed as a D Magazine Best Financial Planner for the eighth year in a row As a fee-only financial planner, (..)

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investments 147

Investments Investing Management Retirement 147

Truemind Capital

AUGUST 9, 2024

The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. This results in not just declining purchasing power with time but also reduces their chances of meeting important life goals.

Commission 64

Commission Fee Only Wealth Management Investment Advisor 64

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.

Retirement Planning 52

Retirement Planning Retirement Planning Fee Only 52

Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

Core CPI is an attempt to strip out the most variable drivers of inflation (namely food and energy) from the base (or “headline”) CPI number, but the costs of food and energy can infiltrate into core CPI items such as apparel and household goods. Let’s all hope that the inflation we are experiencing won’t be so sticky after all. .

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

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). About Darrow Wealth Management.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Your Richest Life

JUNE 3, 2024

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., Checking in with your financial goals: Where are you now?

Budgeting 97

Budgeting Taxes Retirement CFP 97

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.

Food 104

Food Insurance Certification Fee Only 104

WiserAdvisor

AUGUST 18, 2023

Below are the different types of financial advisors you can choose from based on their fee model: 1. Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Walkner Condon Financial Advisors

AUGUST 18, 2022

How a company sets up its stock plans and each employee’s situation can vastly impact these numbers and introduce other considerations that might make an 83(b) more or less appealing. As financial professionals, it’s our job to help guide you through the options and determine the best course of action for you and your unique situation.

Planning 98

Planning Taxes Certification Financial Advisor 98

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%

Accounting 98

Accounting Banking Certification Financial Advisor 98

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.

Taxes 90

Taxes Tax Planning Clients Accounting 90

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. Also, pick a fee-only advisor over a commission-based one as the former is legally bound to place your best interests before their own.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

FMG

AUGUST 4, 2022

In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity-focused financial planning and investment management firm, so that I could more directly serve a select group of clients, as well as help fellow advisors, serve their own clients.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

Tobias Financial

NOVEMBER 29, 2022

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Fiduciary advisors are generally fee-only. Let’s break it down. Brokers are paid by a commission on the investment products they sell.

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

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. This is also going to help you put in an offer faster.

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Fee Only CFP Budgeting Financial Planning 59

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

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!

Taxes 79

Taxes Financial Advisor Compliance Numbers 79

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.

Taxes 75

Taxes Clients Numbers Fee Only 75

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. The fact is irrespective of degree and qualification there is no substitute for experience.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Your Richest Life

APRIL 30, 2024

Listings increased by 12 percent in February, and that number is expected to grow throughout the spring and summer months. 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. The post Buying a House in 2024?

Fee Only 52

Fee Only CFP Retirement Sales 52

Your Richest Life

FEBRUARY 28, 2022

It’s so much more than just numbers, and it can be bogged down with shame, fear and frustration. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Commit to Talking About Your Money. Money is hard for so many of us to talk about.

Budgeting 59

Budgeting Accounting Financial Planner Fee Only 59

Your Richest Life

MAY 6, 2022

There are a number of changes in place for borrowers on an income-driven repayment (IDR) plan, or who have Public Service Loan Forgiveness (PSLF.). 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.

Budgeting 52

Budgeting Planning Fee Only Government 52