There is something about the midpoint of the year. If you’re like me you’ve had a couple freak-out moments! “Where has the time gone?!” We think back on our intentions, and while we’ve probably made progress in some areas, there are always things we meant to do that we’ve pushed off because, well, life happens…
Today marks the official First Day of Summer, and as Spring comes to a close, we have now come fully out of hibernation, stretched our legs, and are looking forward to backyard barbecues, time with family, and beautiful Summer weather!
April showers bring May flowers… and in just a few weeks, 529 Day! May 29th has become an annual “celebration” of awareness for 529 College Savings Plans. In the same way that we use tax-advantaged accounts to save for retirement, 529 Plans can be a great way to save for future education expenses with favorable tax […]
I consider myself to be cautiously optimistic, but I’ve also been accused of being an over-thinker, a procrastinator, and a perfectionist. Saying “yes” is not my first instinct. I usually start with “maybe” (or worse) before coming around to a new idea. My wife has learned to plant a seed a few weeks early so […]
I’ve been asked why I think fee-only planning is superior to other business models. I’ll start by saying that it’s not a superiority thing; there are good planners in every version of financial advising who are trustworthy and who take great care of their clients. The opposite is also true. That said, there is a […]
Last week I had the opportunity to spend 3 days in Charlotte, NC with 175 amazing financial planners! At least half of us were members of the XY Planning Network. I’ve never walked into a room of people I’d never met and felt more welcome! Many of us had communicated in online forums, conference calls, and video chats over the […]
Most financial advisors target two groups: investors with rather large investment accounts they can manage for a fee, or those who will buy a financial product like insurance, annuities or a commissioned investment. But there’s a third group who is underserved! Those who want unbiased guidance about handling their finances responsibly; they don’t necessarily have […]
Hi, I’m Tyler Landes. I’m a financial planner who likes to help young professionals and families. I’m super excited to have launched my own personal finance company because I get to focus on the specific needs of my peers! I feel like our generation was taught the money basics in school, but not much more. […]