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 […]
Are Retirees Being Real?
The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all variables and any high-risk scenarios. Being real with expenses Expenses are one of the most disliked aspects of developing a financial plan. It’s impossible to determine the […]
‘Qualifying’ Yourself for Long Term Care Insurance
Considering or not considering Long Term Care Insurance is a personal choice. By reading this article, you are saying you are open to the concept of Long-Term Care Insurance for later years in retirement. If you don’t believe in the idea, or the decision has already been made, then you can probably save yourself the […]