Advice-Only Declarations: 57 Predictions for the Future of Fiduciary Advice
With these 57 Advice-Only Declarations, we celebrate the 57 years since the founding of the financial planning profession. A brief history of the financial planning profession. The modern financial planning profession is widely traced to December 12, 1969, when Loren Dunton convened the First Conference on Financial Planning in Chicago—leading to the IAFP and the […]
Advice-Only Financial Planning Services | Advice Only™
Advice-Only® offers 40+ financial planning services delivered through the Advice-Only™ methodology—objective, transparent, and free from sales or solicitor referrals. Our standardized process creates an objective environment and keeps your interests first. 🎥 Guide to Financial Planning Services (YouTube) Core Advice-Only® Financial Planning Build a strong foundation. These core services help organize your finances, manage debt, […]
Financial Planning Topics for Retiring Californians (2025)
California, the “Golden State,” is among the best places in the world to live. For California’s economic, governmental, and public system to function, its citizens and businesses need financial support.
Secure Act 2.0: What Matters to Retirees?
The Secure Act 2.0 overhauls, pioneers, and expands upon many new rules for retirement savers. But what are key provisions that new retirees should be aware of? The full text of the Omnibus bill text is here. What are the important retirement provisions? Section 107: Increases to RMD ages for some retirees Effective immediately, certain […]
How Much of a Guarantee Do I Actually Need?
Guaranteed income offers all kinds of benefits to a financial plan but also comes with tradeoffs, namely growth, and cost. Finding the “sweet spot” for a guarantee in a financial plan is tricky and not always readily apparent. Furthermore, differences in opinion within a family unit can cause disagreement about the “perfect” design. When referring […]