Are you over 18 and want to see adult content?
More Annotations
![A complete backup of www.digisport.ro/fotbal/serie-a/legenda-andriy-shevchenko-poate-prelua-ac-milan-anuntul-presei-din-ucraina-](https://www.archivebay.com/archive2/733dd389-1822-477a-b2b4-de296f061c70.png)
A complete backup of www.digisport.ro/fotbal/serie-a/legenda-andriy-shevchenko-poate-prelua-ac-milan-anuntul-presei-din-ucraina-
Are you over 18 and want to see adult content?
![A complete backup of portalcorreio.com.br/id-estudantil-pode-ser-extinta/](https://www.archivebay.com/archive2/f11f4c68-9958-4286-a1e3-c2f1ec4bad1b.png)
A complete backup of portalcorreio.com.br/id-estudantil-pode-ser-extinta/
Are you over 18 and want to see adult content?
![A complete backup of www.setn.com/news.aspx?NewsID=689303](https://www.archivebay.com/archive2/a58f4013-e3d3-4194-81a0-fc4429437c33.png)
A complete backup of www.setn.com/news.aspx?NewsID=689303
Are you over 18 and want to see adult content?
![A complete backup of timesofindia.indiatimes.com/gadgets-news/the-price-may-not-be-that-nice-says-xiaomi-india-md-on-this-next-m](https://www.archivebay.com/archive2/fa832373-9859-4bf8-a713-93dee964bd03.png)
A complete backup of timesofindia.indiatimes.com/gadgets-news/the-price-may-not-be-that-nice-says-xiaomi-india-md-on-this-next-m
Are you over 18 and want to see adult content?
![A complete backup of www.naidunia.com/technology/tech-happy-valentine-day-2020-wishes-shayari-images-quotes-facebook-and-whatsap](https://www.archivebay.com/archive2/566d3c04-1701-413e-b71b-7bee3af1d8cf.png)
A complete backup of www.naidunia.com/technology/tech-happy-valentine-day-2020-wishes-shayari-images-quotes-facebook-and-whatsap
Are you over 18 and want to see adult content?
Favourite Annotations
![A complete backup of in.mashable.com/entertainment/11636/bhoot-the-haunted-ship-review-vicky-kaushals-sad-dad-act-keeps-this-jum](https://www.archivebay.com/archive2/390b2b3c-623e-4f81-b844-722fc97b698d.png)
A complete backup of in.mashable.com/entertainment/11636/bhoot-the-haunted-ship-review-vicky-kaushals-sad-dad-act-keeps-this-jum
Are you over 18 and want to see adult content?
![A complete backup of www.businesstoday.in/trending/box-office/bhoot-part-1-the-haunted-ship-box-office-prediction-vicky-kaushal-](https://www.archivebay.com/archive2/db5bdab3-57bf-4d98-ab32-6da5c6db93df.png)
A complete backup of www.businesstoday.in/trending/box-office/bhoot-part-1-the-haunted-ship-box-office-prediction-vicky-kaushal-
Are you over 18 and want to see adult content?
![A complete backup of navbharattimes.indiatimes.com/sports/cricket/india-in-new-zealand/india-vs-new-zealand-first-test-day-1-mat](https://www.archivebay.com/archive2/33305d65-4540-4e53-830d-891447c9d8b9.png)
A complete backup of navbharattimes.indiatimes.com/sports/cricket/india-in-new-zealand/india-vs-new-zealand-first-test-day-1-mat
Are you over 18 and want to see adult content?
Text
FIND AN ADVISOR
Erik Kroll, CFP®. Wauwatosa, WI. Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors. His mission is to help people across their whole financial picture. With a specialization in student loans, he has advised on over $5 million instudent debt.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. PAUL CIPRIANO, CFP®, MBA About Paul Cipriano, CFP®, MBA. I’m Paul Cipriano, the founder of Cipriano Wealth Management. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. TRICIA KOLLATH, CFP®, CSLP® INSPIRED FINANCIAL PLANNERS, LLC As a wife, mom, and Certified Financial Planner™ practitioner with countless career goals, I’m tackling many of the same challenges my clients face. Personally, I can think of no more fitting career for me than advising others on how to manage their current financial realities while pursuing their future dreams. I specialize in working with young professionals with families and student JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he lovesFIND AN ADVISOR
Erik Kroll, CFP®. Wauwatosa, WI. Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors. His mission is to help people across their whole financial picture. With a specialization in student loans, he has advised on over $5 million instudent debt.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. PAUL CIPRIANO, CFP®, MBA About Paul Cipriano, CFP®, MBA. I’m Paul Cipriano, the founder of Cipriano Wealth Management. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. TRICIA KOLLATH, CFP®, CSLP® INSPIRED FINANCIAL PLANNERS, LLC As a wife, mom, and Certified Financial Planner™ practitioner with countless career goals, I’m tackling many of the same challenges my clients face. Personally, I can think of no more fitting career for me than advising others on how to manage their current financial realities while pursuing their future dreams. I specialize in working with young professionals with families and student JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he loves MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content GOOD FINANCIAL READS: LET'S TALK PORTFOLIO COMPOSITION Good Financial Reads: Let's Talk Portfolio Composition. We recently talked about the difficulty that high valuations and low interest rates pose to investors, and how to approach them.In this post, we dig deeper into the effectiveness of two key levers we discussed: staying invested and being diversified. 5 PLACES TO LOOK FOR AND FIND YOUR FIRST CLIENTS Provide links to your social media accounts, your website, and your newsletter signup spot. A launch e-mail is a great tool to utilize in order to land your first client -- and a smart way to start growing your newsletter list right from the start. GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. THE SEC'S NEW MARKETING RULE, EXPLAINED 7.5 MIN READ . On December 22, 2020, the SEC announced the finalized amendments to its proposed advertising rules and rules pertaining to solicitor’s arrangements applied to Registered Investment Advisers under the Adviser’s Act. The final rule has been long-awaited to modernize rules that have not been changed since their adoption in 1961 and 1979, respectively. | FINANCIAL PLANNING Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne RossFIND AN ADVISOR
Quick Bio: Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages oflife.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for the CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.XY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence inKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events.FIND AN ADVISOR
Quick Bio: Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages oflife.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for the CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.XY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence inKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. JOIN XYPN - XYPN PORTAL Join XYPN. Not a member yet? To start the application, you’ll need to create an account with XYPN first. You’ll use this account throughout your membership, so don’t forget the credentials you use! MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content MICHAEL HARTMAN, CFP®, RICP® Michael Hartman provides Retirement Planning services designed to help late stage career professionals safely transition into the next chapter of their lives. Our services are best suited for: - Individuals aged 50+ who are retired or plan to retire in the next 5 years. -Diligent savers who have accumulated investments of $500,000 or more. -People who value hiring an expert because they know KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
THE SEC'S NEW MARKETING RULE, EXPLAINED 7.5 MIN READ . On December 22, 2020, the SEC announced the finalized amendments to its proposed advertising rules and rules pertaining to solicitor’s arrangements applied to Registered Investment Advisers under the Adviser’s Act. The final rule has been long-awaited to modernize rules that have not been changed since their adoption in 1961 and 1979, respectively. GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm.FIND AN ADVISOR
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location. Financial advisors with XY Planning Network are fee-for-service and do not earn commissions. Our advisors are focused on providing financial planning services — not on selling unnecessary products.#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theXY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets.KYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. THE SEC'S NEW MARKETING RULE, EXPLAINEDSEE MORE ON BLOG.XYPLANNINGNETWORK.COM RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to EducatorsFIND AN ADVISOR
Quick Bio: Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages oflife.
#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for the CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning.XY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence inKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators JOIN XYPN - XYPN PORTAL Join XYPN. Not a member yet? To start the application, you’ll need to create an account with XYPN first. You’ll use this account throughout your membership, so don’t forget the credentials you use! JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. #XYPNLIVE 2021 SCHEDULE Double the fun—the #XYPNLIVE 2021 schedule applies to both in-person and virtual attendees. This schedule is a work in progress, so please stay tuned as we finalize the details. *All times listed in Mountain Time (Denver local time) Monday, November 8. 8:00 AM - 5:00 PM. Pre-Conference Events. MICHAEL TARASCIO, CFP® About Michael Tarascio, CFP® Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using comprehensive financial planning to help business owners save more of their money, pay less tax, retain their employees, and use theirbusiness for
ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-content KYLE EATON, CFP®, CDFA Lynch Financial Group LLC is a fee-only firm located in Dublin, OH. We provide a high level of comprehensive wealth management services. We focus on a specific niche: helping retirees and surviving spouses develop an appropriate game plan, minimize taxes, and make financial decisions that are best for their specific situation. Using the LFG Retirement Wealth Management System, we have helped TESS DOWNING, CFP®, MBA Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicatedjourney of finance.
ANDREW KATZ-MOSES, CFP® About Andrew Katz-Moses, CFP® Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus onliving life.
MICHAEL HARTMAN, CFP®, RICP® Michael Hartman provides Retirement Planning services designed to help late stage career professionals safely transition into the next chapter of their lives. Our services are best suited for: - Individuals aged 50+ who are retired or plan to retire in the next 5 years. -Diligent savers who have accumulated investments of $500,000 or more. -People who value hiring an expert because they know GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm.FIND AN ADVISOR
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location. Financial advisors with XY Planning Network are fee-for-service and do not earn commissions. Our advisors are focused on providing financial planning services — not on selling unnecessary products.#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators COLIN OVERWEG, CFP® About Colin Overweg, CFP® My passion is to help people retire on their terms by crafting and executing goal-based financial strategies! Financial planning is more than just growing large portfolios; which is why I believe that developing deep and meaningful relationships with clients is the key to giving valuable and personable advice. JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he lovesFIND AN ADVISOR
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location. Financial advisors with XY Planning Network are fee-for-service and do not earn commissions. Our advisors are focused on providing financial planning services — not on selling unnecessary products.#XYPNLIVE 2021 HOME
#XYPNLIVE is THE event for independent, fee-for-service financial advisors. November 8-12, 2021. Education. Networking. Community.XY TAX SOLUTIONS
XY Tax Solutions is ready to prepare 1,500 tax returns in 2021 for XYPN members and their clients. Capacity is available on a first-come, first-served basis, so be sure to carefully review the steps below: Complete the Initiation Form to get started with XYTS for theKYLE MAST, CFP®
About Kyle Mast, CFP® Kyle founded Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. CFP EXAM SCHOLARSHIP PROGRAM Note: The CFP ® Certification Examination is just one of several requirements that need to be met in order to become a CFP ® professional. In addition to passing the exam, candidates also must meet CFP Board’s experience requirements, pass a background check, have a Bachelor’s degree (or higher) and successfully complete a college-level program of study in personal financial planning. CHLOÉ A. MOORE, CFP® Hi, I’m Chloé, and I founded Financial Staples to make quality financial advice and guidance accessible to the busy young professional. Our typical clients tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives. RICHARD MCCORMACK, CFP®, RICP® My name is Rich McCormack, CFP®. I love personal finance. I love teaching people about money through YouTube, blogs and working one on one. Helping people become great with money and being a trusted resource along the journey is my purpose. School of Personal Finance is a Registered Investment Advisor providing ongoing financial planning, coaching, and investment management to Educators COLIN OVERWEG, CFP® About Colin Overweg, CFP® My passion is to help people retire on their terms by crafting and executing goal-based financial strategies! Financial planning is more than just growing large portfolios; which is why I believe that developing deep and meaningful relationships with clients is the key to giving valuable and personable advice. JOSH NORRIS, CFP®, CPA About Josh Norris, CFP®, CPA. Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. JOSEPH KUO, CFP®, CMA Abundance Wealth Planning works with clients wanting more than just wealth, they want more joy, peace and connections. Joseph started this advisory firm because he believes that it is as important to address the desires underneath the financial goals and stresses as it is to plan and manage. Having worked in family business and as a finance executive in public technology firms, he loves ALAN MOORE: WHAT MILLENNIAL INVESTORS WANT https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png 0 0 Rachel Plotzky https://www.xyplanningnetwork.com/wp-contentXY PLANNING NETWORK
Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in GEN Y/MILLENNIALS ARCHIVES About Trace Tisler, CFP ®. Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years. After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. MICHAEL HARTMAN, CFP®, RICP® Michael Hartman provides Retirement Planning services designed to help late stage career professionals safely transition into the next chapter of their lives. Our services are best suited for: - Individuals aged 50+ who are retired or plan to retire in the next 5 years. -Diligent savers who have accumulated investments of $500,000 or more. -People who value hiring an expert because they know JORGE SORIANO, CFP®, EA About Jorge Soriano, CFP®, EA. Jorge Soriano is the founder and CEO of Financial Planning For Good, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. ANGELA MOORE, ANGELA MOORE, CFP® Angela Moore is on a mission to make financial planning accessible for everyone. She helps her clients build a strong financial foundation focused on aggressively eliminating debt and accumulating wealth. “I love the fulfillment I get from changing lives, promoting financial literacy and helping people achieve financial freedom." “I want to start a movement of people who are willing to TESS DOWNING, CFP®, MBA Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicatedjourney of finance.
THE SEC'S NEW MARKETING RULE, EXPLAINED 7.5 MIN READ . On December 22, 2020, the SEC announced the finalized amendments to its proposed advertising rules and rules pertaining to solicitor’s arrangements applied to Registered Investment Advisers under the Adviser’s Act. The final rule has been long-awaited to modernize rules that have not been changed since their adoption in 1961 and 1979, respectively.| BECKY MEATS
Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross SWETA BHARGAV, CFP®, CFA About Sweta Bhargav, CFP®, CFA. As the spouse of a physician, I have been there during that proud moment of the medical school graduation, the elation of matching to your preferred residency program, the gruel of licensing exams, the overhang of student debt, and the information overload when it comes to financial planning and investing. behance bloglovin dribbble email facebook flickr github gplus instagram linkedin medium periscope phone pinterest rss snapchat stumbleupon tumblr twitter vimeo xing youtube* Find an Advisor
* For Advisors
* About XYPN
* #XYPNLIVE
* Intro Video
* Member Benefits
* Partners
* FAQ
* Pricing
* Membership Standards * Apply For Membership* Events
* #XYPNRadio
* Free Downloads
* Blog
* Contact Us
* Meet Our Team
* Careers
* __ Login
* #XYPNLIVE
* Blog
* Personal Finance Articles * Articles for Advisors* Media
* Personal Finance News* Industry News
* Submit a Media Request* MENU
YOU DESERVE TRUSTED FINANCIAL ADVICE. Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.Previous
NO MINIMUMS
We believe everyone deserves professional financial advice, regardlessof age or assets.
CFP® STANDARD
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.SWORN FIDUCIARIES
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.VIRTUAL SERVICES
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.NO COMMISSIONS
Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.NO SALES
Our advisors are focused on providing financial planning services — not on selling unnecessary products.NO MINIMUMS
We believe everyone deserves professional financial advice, regardlessof age or assets.
CFP® STANDARD
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.SWORN FIDUCIARIES
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.VIRTUAL SERVICES
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.NO COMMISSIONS
Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.NO SALES
Our advisors are focused on providing financial planning services — not on selling unnecessary products.NO MINIMUMS
We believe everyone deserves professional financial advice, regardlessof age or assets.
CFP® STANDARD
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.SWORN FIDUCIARIES
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.VIRTUAL SERVICES
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.Next
* 1
* 2
* 3
* 4
* 5
* 6
FIND YOUR IDEAL FINANCIAL ADVISOR Search by location, specialty, or keyword below. __ Select Advisor Specialties * Business Planning Specialties (140) →* ← Back
* Business Financial Management (2) * Business Owners (112) * Business Planning (15) * Family Business (6)* Non-Profits (3)
* Private Foundations (2) * Small Business (11) * Career Stage (176) →* ← Back
* Career Changers (10) * Established Professionals (41) * Graduate Degree (4) * Junior Executives (1) * Mid-Career Professionals (36) * Recent Graduates (6) * Young Professionals (90) * Ethnicity/Language Focus (16) →* ← Back
* African Americans (5)* Hispanic (3)
* Immigrants (4)
* Japanese Speakers (1)* Latino (2)
* Mandarin Speakers (1)* Minorities (2)
* Russian Speaking (1) * Spanish Speaking (1)* Faith (43) →
* ← Back
* Biblically Responsible Investing (BRI) (2) * Christian Business Owners (4) * Christian Faith Based (41)* Pastors (2)
* Family Structure/Marital Status (141) →* ← Back
* Blended Family (1)* Couples (19)
* Divorce (18)
* Dual Income Family (27) * Intergenerational Families (13) * Married Couples (4)* Newly Engaged (3)
* Newlywed (3)
* Non-Traditional Life Path (3)* Parents (54)
* Single Income Family (3) * Widow/Widower (15) * Young Families (3) * Gender/Identity Focus (117) →* ← Back
* Divorced Women (17) * Female Business Owner (12)* Female Doctor (2)
* Female Entrepreneur (9) * Female Executives (4)* LGBTQ Women (5)
* LGBTQIA (17)
* Single Women (16)
* Women in Transition (23) * Women Professionals (49) * Women's Finance (17) * Generation Focus (579) →* ← Back
* Baby Boomers (94)
* Gen X (305)
* Gen Y/Millennials (181) * Interests & Hobbies (45) →* ← Back
* Automotive Enthusiasts (1) * Charitable Giving (21) * Motorcycle Owners & RV Owners (3) * Outdoor Enthusiasts (7) * Political Party Affiliation (1) * Sabbatical Planning (2) * Travel Enthusiasts (14) * Planning Need (543) →* ← Back
* Cash Flow/Budgeting (22) * College Planning (29) * Coronavirus Relief (66) * Cross-border Planning (10) * Debt Management (4) * Elder Care Planning (2) * Equity Recipients (RS/RSU SOP ESPP) (65) * Estate Planning (8)* Expatriates (7)
* Family Financial Planning (54) * Financial Coaching (19) * Financial Independence Retire Early (FIRE) (30) * Financial Life Planning (1)* HENRY (29)
* Holistic Financial Planning (46)* Home Buying (5)
* In Transition (1)
* Income Planning (8) * Inherited Wealth (13) * Investment Planning & Management (81)* IRA Planning (1)
* Medicare Medicaid (2)* New Wealth (10)
* Personal Growth & Development (9) * Portfolio Management (8)* Pro Bono (72)
* Retirement Planning (162) * Risk Management (2) * Social Security (6) * Socially Responsible Investing (SRI) (32)* Special Needs (7)
* Student Loan Debt (29)* Tax Planning (83)
* Trusts (2)
* Ultra High Net worth (7) * Wealth Management (30) * Work/Life Balance (9) * Profession (332) →* ← Back
* Airline Pilots (2) * Artists & Creatives (9)* Attorneys (26)
* Biotech Professionals (5) * Business Executives (37)* Caretakers (5)
* Consultants (3)
* Dentists (4)
* Educators, Teachers, and Academics (12) * Engineering Professionals (25) * Entertainment Industry (4) * Entrepreneurs (48) * Financial Professionals (8) * Government Employees (21) * IT Professionals (5) * Medical Professionals (69) * Military & Veterans (28)* Musicians (1)
* Oil and Gas (2)
* Pharmacists (3)
* Politicians (1)
* Professional Athletes (4) * Public Service Employees (8) * Real Estate Professionals (16) * Remote Professionals (1) * Retail Professionals (2) * Sales Professionals (5) * Scientific Professionals (2) * Self-Employed Individuals (23) * Startup Founders (4) * Technology Professionals (62) * University Employees (5)* Veterinarians (4)
__
10 mi 25 mi 50 mi 100 mi 250 mi__
__
NO ADVISORS WERE FOUND FOR YOUR SEARCH CRITERIA. _TIP:_ widen your search radius or search your entire state. If that doesn't work, not to worry! XYPN Advisors are available to work with clients virtually. Search by either location or interest, whichever is most important to you. Click here to clear your filters and try again. BLAKE JONES, CFP®, EA Pomegranate FinancialSpringville, UT
Client Specialties: Entrepreneurs, Gen Y/Millennials, Self-Employed Individuals, Small BusinessQuick Bio:
Hi, I’m Blake Jones. I created Pomegranate Financial where we have virtual services, no minimums, and no commissions. Pomegranate Financial refreshes & simplifies your financial life so you can enjoy life & run your business efficiently. We help you: improve your cash flow, lower taxes, save for retirement, consolidate investments, etc. Download our “24 Rules For Businesses” at our website & schedule a complimentary meeting. We look forward to getting to know you. View Advisor Profile KERRY O’BRIEN, CFP®BeingFIT Financial
MA
Client Specialties: Coronavirus Relief, Family Financial Planning, Holistic Financial Planning, Personal Growth & DevelopmentQuick Bio:
Kerry O’Brien is a CFP® and Founder of BeingFIT Financial. Her mission is to help people gain and maintain optimal financial fitness – and to support living with overall wellness and intention. Her firm offers programs for all stages of wealth, and allows clients to choose the program that best matches their personality and competencies. Financial Planning is the core service, along with Investment Management and Tax Preparation. BFF also hosts Wealth andWellness Events.
View Advisor Profile NESTOR VARGAS, CFP® Green Mountain PlanningGolden, CO
Client Specialties: Gen X, Oil and GasQuick Bio:
For more than a decade, I have helped families in the oil and gas industry avoid common financial pitfalls that can lead to very catastrophic outcomes. View Advisor Profile LEAH COLEMAN, CFP®, AAMS® Orchard Financial GroupAustin, TX
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, LGBTQIA, Technology ProfessionalsQuick Bio:
I’ve dedicated myself to financial literacy and continuing education. I’m passionate about solving intricate financial puzzles with intelligent solutions. With my extensive knowledge base and wide range of experiences, I implement strategies that maintain my clients’ economic well-being. Our purpose at Orchard Financial Group is to support your financial independence by incorporating freedom into your life. By developing a deep-rooted relationship established on honesty, integrity, and open communication, we empower you to fulfill your dreams. View Advisor Profile CHRISTOPHER DIODATO, CFP®, CFA WELLth Financial Planning Palm Beach Gardens, FL Client Specialties: Financial Independence Retire Early (FIRE), Gen Y/Millennials, Investment Planning & Management, Personal Growth &Development
Quick Bio:
The concept of WELLth encourages individuals and families to critically reflect on what financial success means to them. Recognizing that the definition of success is unique to each person, we create customized financial plans and guidance to allow our clients to create fulfilling and meaningful lives. View Advisor Profile CHRISTINE CENTENO, CFP®, MS Simplicity Wealth ManagementGlen Allen, VA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Mid-Career Professionals, Women ProfessionalsQuick Bio:
Your life is busy. Together we’ll develop a plan so you can optimize your time and do what YOU do best. As the founder of Simplicity Wealth Management, I believe in advice delivered in a simple, honest, and easy to understand manner without hidden fees and unnecessary jargon. My clients are busy professionals that need help understanding and leveraging their complicated stock compensation and employee benefits. View Advisor Profile MARK ZIETY, CFP®, AIF® WisMed Financial, Inc.Madison, WI
Client Specialties: Medical Professionals, Retirement Planning,Student Loan Debt
Quick Bio:
Specialized knowledge is needed to serve physicians including: – Income-driven repayment plans and loan forgiveness options forstudent loans
– Where to save after maximizing the employer provided 401(k) or403(b)
– Ways to minimize lifetime taxes In addition, this advice should be delivered in a conflict free manner. That is why I’m a fiduciary 100% of the time and don’t receive product commissions. View Advisor Profile BRETT FRY, CFP®, CFA Forteris Wealth ManagementDallas, TX
Client Specialties: Attorneys, Coronavirus Relief, Gen X, Investment Planning & Management, Retirement PlanningQuick Bio:
Brett N. Fry, CFA, CFP® is a Wealth Advisor at Forteris Wealth Management. With offices in Dallas, TX and Armonk, NY we have over 25 years of experience helping families achieve their financial goals. Brett leads our efforts in our Dallas office and focuses on helping individuals plan for their retirement, business owners planning for the sale of their business, attorneys looking to navigate life’s financial challenges, and young professionals who want to accumulatewealth.
View Advisor ProfileERIC R LAUB, CFP®
Finance 180
Columbus , OH
Client Specialties: Dual Income Family, Gen Y/Millennials, Medical Professionals, Young ProfessionalsQuick Bio:
Finance 180 provides financial planning services to medical professionals, teachers, other professionals, and young working families. Whether you have questions about how to tackle your debt, how to save for retirement in your 401(k), 403(b) plans, IRAs, or simply how to get on the right path financially, we have answers. View Advisor Profile JASON J. HOWELL, CFP® Jason Howell CompanyVienna, VA
Client Specialties: Business Executives, Gen X, Politicians, Pro BonoQuick Bio:
Jason J. Howell, CFP® is a former U.S. Congressional candidate focused on serving the families of fellow business and communityleaders.
View Advisor Profile BENJAMIN BARNHART, CFP® Barnhart Wealth ManagementRoyal Oak, MI
Client Specialties: Baby Boomers, Investment Planning & Management, Retirement Planning, Tax PlanningQuick Bio:
Retirement planning & investment management for nice people over age50.
View Advisor Profile GREGORY KNIGHT, CFP®Engage Advising
Oakland, CA
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X,LGBTQIA, Pro Bono
Quick Bio:
Avid traveler, fly fisherman and wine enthusiast. I love financial education and helping others engage with their financial lives. I especially like working on debt management, 401(k) issues, IRAs, private equity awards (RSUs anyone?) and investment allocation. Engaging with your financial life is more than just having a plan. View Advisor Profile123…61>>
Displaying
1-12 of 728 Advisors found matching your criteria. Per page612244899300 Sort byTitle (A-Z)Title (Z-A)Date (Newest)Date (Oldest)Random SELECTED SEARCH CRITERIA __ Clear All Filters No search filters applied yet.FROM THE BLOG
June 4, 2021
GOOD FINANCIAL READS: A CLOSER LOOK AT YOUR PAYSTUB BREAK DOWN YOUR PAYSTUB, AND LEARN THE IMPORTANCE OF PRE-TAX SAVINGS_by Massi De Santis
,
Desmo Wealth Advisors, LLC _ We always talk about how much we make in terms of gross income. However, no matter how much we get paid, the amount that we actually take home always feels too small. To add insult to injury, payroll companies give us pay stubs that are impossible to decipher, and good luck trying to ask your payroll department for an explanation…Understanding the breakdown of your pay stub will help you better understand your tax withholding and optimize your savings. So here is a breakdown of the major items in your paystub, from your gross pay to your take home income. Everyone is different, so little differences may apply to you.>
Read the full post → Browse More Articles SUBSCRIBE TO THE BLOG Get updated whenever we release new content.Email*
Notification FrequencyLifecycle Stage
Alabama (2)
Alaska (1)
Arizona (6)
California (46)
Colorado (16)
Connecticut (3)
Delaware (1)
District of Columbia (3)Florida (9)
Georgia (12)
Hawaii (1)
Idaho (2)
Illinois (10)
Indiana (5)
Iowa (2)
Kansas (2)
Kentucky (5)
Louisiana (4)
Maine (1)
Maryland (5)
Massachusetts (8)
Michigan (12)
Minnesota (10)
Mississippi (1)
Missouri (7)
Nebraska (3)
Nevada (1)
New Hampshire (5)
New Jersey (9)
New Mexico (1)
New York (20)
North Carolina (4)
Ohio (11)
Oklahoma (2)
Oregon (6)
Pennsylvania (9)
Rhode Island (1)
South Carolina (4)
Tennessee (3)
Texas (36)
Utah (5)
Virginia (9)
Washington (10)
Wisconsin (3)
FIND ADVISORS BY SPECIALTY: This search is only for consumers.FIND AN ADVISOR
* Home
* Who We Are
* Personal Finance ArticlesFOR ADVISORS
* Home
* Why Join
* Intro Video
* Member Benefits
* Pricing
* Compliance Services * Technology Platform* Partners
* #XYPNLIVE
* Events
* Articles for AdvisorsMEDIA
* Industry News
* Personal Finance News * Submit a Media RequestCONNECT WITH US
* Meet Our Team
* Contact XYPN
* Careers
Scroll to top
LOADING...
×
NO ADVISORS FOUND!
__
NO ADVISORS WERE FOUND FOR YOUR SEARCH CRITERIA. _TIP:_ widen your search radius or search your entire state. If that doesn't work, not to worry! XYPN Advisors are available to work with clients virtually. Search by either location or interest, whichever is most important to you. Click here to clear your filtersand try again.
Click here to close this window and search by specialty instead.* Find an Advisor
* For Advisors
▼
* About XYPN
▼
* #XYPNLIVE
* Intro Video
* Member Benefits
▼
* Partners
* FAQ
* Pricing
▼
* Membership Standards * Apply For Membership* Events
▼
* #XYPNRadio
* Free Downloads
* Blog
* Contact Us
▼
* Meet Our Team
* Careers
* __ Login
* #XYPNLIVE
* Blog
▼
* Personal Finance Articles * Articles for Advisors* Media
▼
* Personal Finance News* Industry News
* Submit a Media Request A number of advisors in the XYPN community are offering pro bono financial planning services to those adversely impacted by COVID-19. Find an Advisor Volunteering to Provide Coronavirus ReliefDetails
Copyright © 2024 ArchiveBay.com. All rights reserved. Terms of Use | Privacy Policy | DMCA | 2021 | Feedback | Advertising | RSS 2.0