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3 Free Financial Tips Everyone Can Use

This post originally appeared on Upswing Advisor. What are some of the most important financial planning tips everyone can use, and some of your most financially savvy friends are using right now? Creating a financial plan is by far the best way to reach your financial goals, and it does not need to be expensive. […]

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David McCary, CFP®, CRI®

David W. McCary, CFP®, CRI®, MBA is a Certified Financial Planner professional with over 18 years’ experience as lead advisor to a virtual single family office. He is currently expanding his financial planning and investment advising practice to include business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner. His practice is virtual and available to clients living in all 50 states.

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The Most Important Financial Number

This post originally appeared on Mom and Dad Money. As you work your ass off to make good financial decisions, how can you tell whether you’re actually making progress? How do you know whether all that work is paying off? There are a lot of ways to look at it, but there’s one number that […]

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Jason Howell, CFP®, CPWA®

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2021 and 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine.

Jason is a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional and is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.

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Rachael Burns, CFP®, CDFA

I’m Rachael, and I help newly single women in their 30’s and 40’s achieve financial independence after the loss of their partner to death or divorce.

Through my own personal experiences navigating grief and finances, I found my calling — to support and empower other women during the most challenging transitions of their lives.

I offer customized financial planning, divorce financial analysis, and investment management that supports your unique needs and goals.

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Gabriel Motta, CFP®, AWMA®

Financial advisor for engineers & other tech professionals: Gabe Motta is a Certified Financial Planner™ practitioner and President of Inclinevest. Inclinevest is a fiduciary financial planning and investment management firm dedicated to providing transparent and conflict-free advice in the best interest of clients. Our clients are typically established or newly established engineers that value the outsourcing of expertise. Gabe starts by reviewing your overall financial picture and concentrates primarily on “wealth management.”

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Kelly Luethje, CFP®, MBA

I provide fee-only financial planning and investment management services to young professionals and have no net worth requirements. Whether it is help with contributing to your first 401(k), creating a spending plan, preparing for a family, or finding your passion, my goal is to see you succeed. Together we can create a plan that is personalized, realistic, flexible, and most importantly, empowers you to make decisions.

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Featured Financial Blogger: Paula Pant of Afford Anything

Over the next few weeks, XY Planning Network is running a special feature on some of our favorite personal finance bloggers for Millennials. Up first: Paula Pant of Afford Anything! Paula runs Afford Anything, a personal finance blog dedicated to helping readers leverage their money to fund their biggest dreams and goals. For Afford Anything […]

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Your Complete Guide to XYPN16

There’s no shortage of things to look forward to at this year’s XY Planning Network National Conference, #XYPN16. And with so much going on, it’s easy to feel like you might be missing something. That’s why we compiled this guide to walk you through all things conference content, parties, receptions, events, contests, and more! Get […]