Walkner Condon Financial Advisors

SEPTEMBER 30, 2022

In a very uncertain economic picture, one thing is clear – significantly more recessionary headwinds are present than 12 months ago, and the Fed has the unenviable position of trying to navigate a soft landing. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country.

Financial Advisor 98

Financial Advisor Food Fee Only Economics 98

Your Richest Life

OCTOBER 1, 2022

And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Disaster Preparedness Financial Documents.

Food 104

Food Insurance Certification Fee Only 104

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

Financial Planning Fee Only Financial Planner Financial Advisor 52

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. Do note that you will have to pay the fees in the present no matter how your returns turn out in the future.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Truemind Capital

JANUARY 24, 2024

Short-termism or myopic thinking refers to making decisions based on what is happening at present instead of taking a longer-term view of future prospects. Making decisions on the present situation is enticing as it saves you from thinking hard over the long term.

Fee Only 52

Fee Only Valuation Investing Investments 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

For some, 2022 may present a good opportunity to convert some money to Roth. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. For 2022, a taxpayer can give up to $16,000 to as many people as they wish without reducing their lifetime gift and estate tax allowance. .

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

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. I knew these clients were being overlooked.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I have no formalized business relationship with any of the firms listed on this list at the present time. And that is certainly a welcome innovation, whoo hoo! The mission is much greater than that.

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Your Richest Life

MARCH 8, 2024

Knowing the facts will help you present your case. Advocate for yourself and know that sometimes, just doing good work will not be enough to get you more money. You have to ask for what you want. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Inside Information

FEBRUARY 27, 2023

The leading tip of the spear was the first fee-only financial planners, who publicly and even defiantly sat on the same side of the table with their clients. The whole idea of turning financial customers into clients was invented in the fee-only financial planning world.

Financial Planner 40

Financial Planner Fee Only Financial Planning Insurance 40

Walkner Condon Financial Advisors

MARCH 15, 2023

Listen Now: Past, Present, & Future of Investing In Taxable Accounts Clint & Keith discuss investing in taxable accounts. It also may be harder for the “do it yourself” investor to implement, as many of the solutions are offered by financial advisors only. These strategies are also mostly designed for individual equity holders.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

WiserAdvisor

SEPTEMBER 13, 2022

can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

WiserAdvisor

SEPTEMBER 14, 2022

can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

Sara Grillo

JANUARY 9, 2023

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Will advisors have to provide 200 page reports?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

AUGUST 14, 2023

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MAY 23, 2022

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. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

JANUARY 21, 2025

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. But that’s when the most amount of fascinating things happen and the most amount of opportunities present themselves. I’m curious as to what you witnessed. You went 95% into stocks.

Investments 147

Investments Investing Management Retirement 147

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

One thing that I enjoy about watching the future “Hill Valley” in BTTF Part II is how much some of the more “creative” minds were influenced by their present (1989) when bringing this future to life. It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. investors as we move into 2024.

Assets 59

Assets Investments Investing Marketing 59

Sara Grillo

MARCH 16, 2024

Short, engaging presentations – to the point before you fall asleep! Flat fee advisor “The inaugural Transparent Advisors meeting was a fantastic start with many stimulating ideas not from the speakers but from the interactions with the other members of the group. The meeting exceeded my expectations!”

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

The Big Picture

APRIL 25, 2023

But keep in mind, you said, well, if I leave FINRA, if I no longer am a broker and I decide to go fee only, they can go pound sand. RITHOLTZ: So, one of my all-time favorite publications, Laszlo Birinyi out an annual media roundup and it’s presented without commentary. HAMBURGER: Well, hold on.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Your Richest Life

MARCH 26, 2025

Knowing the facts will help you present your case. 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. Advocate for yourself and know that sometimes, just doing good work will not be enough to get you more money.

Financial Planning 52

Financial Planning Planning Medical Budgeting 52