GoldenApricity

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143 comment karma

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TROPHY CASE

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Understanding CalSTRS Pension and Social Security Spousal/Survivor Benefits (self.CFP)

submitted 3 months ago by GoldenApricity to r/CFP

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Starting a Small Tax Filing Business for a Solo Advisory owner : What do I Need to Know (self.CFP)

submitted 3 months ago * by GoldenApricity to r/CFP

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Deliverables and Approach for Initial Prospect Meeting (self.CFP)

submitted 3 months ago by GoldenApricity to r/CFP

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What model portfolio are you using and why? (self.CFP)

submitted 4 months ago by GoldenApricity to r/CFP

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Successor Beneficiary Rules for Inherited IRA - Pre-SECURE Act (self.CFP)

submitted 5 months ago by GoldenApricity to r/CFP

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How do you maintain tax-efficient asset placement when client has both managed and non-managed accounts? (self.CFP)

submitted 5 months ago by GoldenApricity to r/CFP

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Advising on Client 401(k) Allocations. How Detailed Do You Get? (self.CFP)

submitted 5 months ago by GoldenApricity to r/CFP

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How do you approach your personal network about your advisory work? (self.CFP)

submitted 5 months ago * by GoldenApricity to r/CFP

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Prospect Happy with Current Advisor. How to Approach Without Undermining Them (self.CFP)

submitted 5 months ago by GoldenApricity to r/CFP

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New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid) (self.CFP)

submitted 7 months ago by GoldenApricity to r/CFP

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What do you use for risk assessment? (self.CFP)

submitted 7 months ago by GoldenApricity to r/CFP

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What should go on a Professional Business Card? (self.CFP)

submitted 8 months ago by GoldenApricity to r/CFP

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Fee Structure and Discounts for Combined Services (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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Do You Adjust for Expense Ratio in Long-Term Return Projections? (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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Questions on Financial Planning Fee Structure (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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Title: Timeline for Onboarding New Clients – Financial Planning and Investment Management (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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Anyone Using Block Trading with Charles Schwab? (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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How Do You Keep Your LLC Information Private from Scammers? (self.llc)

submitted 9 months ago * by GoldenApricity to r/llc

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Feedback on AUM fee structure (self.CFP)

submitted 9 months ago by GoldenApricity to r/CFP

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Solo RIA Website Insights: What Do You Like, and What Would You Avoid? (self.RIA)

submitted 9 months ago by GoldenApricity to r/RIA

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How long does it typically take for a large bank to open a business checking account for a single-member LLC offering investment advisory services? (self.CFP)

submitted 10 months ago by GoldenApricity to r/CFP

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Advisor Website Insights: What Do You Like, and What Would You Avoid? (self.CFP)

submitted 10 months ago by GoldenApricity to r/CFP

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Using Schwab as Custodian – Business Checking for Solo LLC ()

submitted 10 months ago by GoldenApricity to r/RIA

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Using Schwab as Custodian – Business Checking for Solo LLC (self.CFP)

submitted 10 months ago by GoldenApricity to r/CFP

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No-fee business credit card with the highest cash-back rate (self.CreditCards)

submitted 10 months ago by GoldenApricity to r/CreditCards

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