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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

Overview of CFP New Framework The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. He discussed his insights.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. Certification Matters For those with sights set on becoming a Certified Financial Planner®, the journey involves completing a CFP® certification program. Achieving them typically involves: Completing a dedicated education program.

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How the PSLF Limited Waiver could benefit you

MainStreet Financial Planning

Sorry folks, but the government will never forgive your private debt. You must work full time for a government employer (this can be Federal, State, City or Local), 501(c)(3), Peace Corp, Emergency Management, U.S. Once you complete this, your balance will be forgiven, tax free. And those loans must be Direct loans only.

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5 Places to Stash Your Cash

MainStreet Financial Planning

Be sure to get one that invests mostly in government treasuries to offset this risk. Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). Finally, money market funds have management fees, also known as expense ratios.

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What is a BOI Report and How Do You File One?

Harness Wealth

The federal government has appealed this second injunction, indicating its intention to reinstate CTA requirements. BOI collects business information to then issue reports that are stored in a secure, non-public database accessible only to authorized government agencies, law enforcement, and certain financial institutions.

Taxes 52
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Mazagon Dock Shipbuilders: A Rising Company in the Defence Sector?

Trade Brains

With the Indian government’s push for self-reliance in defense through initiatives like ‘Make in India,’ the defense sector has witnessed increased market interest, with Mazagon Dock emerging as a standout performer. Moreover, the significant reliance on government orders introduces a level of vulnerability.