Fee-Only Financial Planner, Principal at EVOadvisers, Chair - National Association of Personal Financial Advisors, environmentalist.
Midlothian, Virginia
Joined March 2010
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David J O'Brien, CFP retweeted
"As NAPFA enters our 41st year, we can all be proud of what we have built, and of our plans for the road ahead." Hear from NAPFA member Dave O'Brien on how NAPFA has benefited him throughout his career.
ow.ly/zoAC50OzBqq
David J O'Brien, CFP retweeted
We at @CFPBoard celebrate #PrideMonth to reaffirm our dedication to building a more inclusive financial planning community, where all individuals feel safe, respected & valued. Find out how you can thrive in financial planning: bit.ly/3iS8VpE
#CFPproDiversity #LGBTQ
David J O'Brien, CFP retweeted
Congrats to @CFPBoard Ambassador @DougBoneparth. You were masterful poking fun at the Roy family, while delivering the sound financial insight that only a #CFP can provide. It’s wickedly entertaining. Kudos for representing CFPs so well.
David J O'Brien, CFP retweeted
This session, presented by Shaun Kapusinki will explore the hidden costs of your tech build and how so many firms could benefit from a simple framework. View full agenda here: bit.ly/3JFo2xP
David J O'Brien, CFP retweeted
When both of your parents are news anchors
@Robert7News
David J O'Brien, CFP retweeted
Past board member @DaveOBrienCFP encourages young planners at his firm to join #NAPFA: "It has been an invaluable resource in reducing turnover and developing quality financial planners who choose to stay and grow with the firm." Watch here: ow.ly/YvRk30smMci
David J O'Brien, CFP retweeted
"For me, cash is a more appealing inflation hedge than commodities. Although cash will not match the alternatives’ performance if the first scenario transpires, neither does it face the possibility of cratering should a recession loom." Superb JR piece. 👍🏻morningstar.com/articles/109…
David J O'Brien, CFP retweeted
What’s a financial expression you hate, and why?
I’ll start…
“The stock market is like a casino.”🤮
Couldn’t be further from the truth!
Stay in a casino long enough and you almost always leave a loser🎲
Stay in the market long enough and you almost always leave a winner!🤑
David J O'Brien, CFP retweeted
RT NAPFA: Past board member @DaveOBrienCFP encourages young planners to join #NAPFA, saying "It has been an invaluable resource in reducing turnover and developing quality financial planners who choose to stay and grow with the firm." Watch here: ow.ly/pkwP30skH7c
David J O'Brien, CFP retweeted
“The current environment, it just sends you off the charts.” It’s hard to overstate Bill Bengen’s bearishness about the convergence of high equity valuations, low bond yields, and rising inflation for new retirees. @syouth1 and I learned a lot from our recent convo with him.
This week on The Long View podcast, @christine_benz and I chat with the creator of the 4% retirement-spending guideline, Bill Bengen. We discuss the implications of higher inflation, lofty equity valuations, and low yields for new retirees, and much more. spr.ly/6012JvUip
David J O'Brien, CFP retweeted
💡The Frugal Fiduciary's Tip of the Week💡
"If your 401(k) provider is an insurance, mutual fund, or payroll company, there is a good chance your 401(k) fees are too high."
Read more about 401(k) fees here: hubs.ly/H0_H8TV0
David J O'Brien, CFP retweeted
It's official. The estate/gift tax exemption will break the $12MM mark in 2022.
For 2022, the estate/gift tax exemption will be $12,060,000 per person. With portability, that's $24,120,000 per couple👀
The annual gift tax exclusion also gets a bump up to $16,000.💰💰💰
David J O'Brien, CFP retweeted
💡The Frugal Fiduciary's Tip of the Week💡
"Rolling a 401(k) account to an IRA can seem like the obvious choice when leaving a job, but in some cases, leaving it could grow your retirement savings faster."
Read more about 401(k) rollovers here: hubs.ly/H0-pCLy0"
David J O'Brien, CFP retweeted
🚨Retirement Inflation-Adjustments for 2022🚨
🔸IRA/Roth IRA contribution: $6k (🚫change)
🔸401k/403b/457 deferral: $20.5k (⬆$1k)
🔸401k/403b/457 catch-up: $6.5k (🚫change)
🔸SEP IRA/PSP: $61k (⬆$3k)
🔸SIMPLE deferral: $14k (⬆$500)
🔸SIMPLE catch-up: $3k (🚫change)
🔨👊
Get Financial Advice First, Investment Advice Later morningstar.com/articles/868…
@EVOAdvice
David J O'Brien, CFP retweeted
This is nuts.
This Post is from an account that no longer exists. Learn more
David J O'Brien, CFP retweeted
Honored to share information about @ABLEnowVA for this @nytimes article on how people with disabilities can save their stimulus funds in an ABLE account. snip.ly/9dbgqc
David J O'Brien, CFP retweeted
"The Behavior Gap by Carl Richards (@behaviorgap) is such a fun, leisurely read. Carl challenges your thinking about #money rather than the typical advice-driven books. With rain in the forecast, take a read, and let us know what you think!”
