Sat.Oct 16, 2021 - Fri.Oct 22, 2021

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Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer.

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Keep Going: Tyson’s Story

MazumaBusinessAccounting

When Tyson Harvey offered to take over a skydiving center in Snohomish, Washington , there was only one problem—he had never been skydiving. Aviation is a staple in the Harvey family, who own and operate Harvey Airfield. “My whole life I have grown up on the airport,” Tyson says. But he admits he considered skydiving as an “aviation sideshow.” But when the owner of the Snohomish skydiving center became ill, the skydiving community begged the Harvey family to keep the oppo

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. We are now expanding our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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Come Fly With Me

The Irrelevant Investor

*Nobody reads to the end of a blog post. But there is a surprise waiting for you. So please, do it.* The pandemic changed everything. The way we live. Where we work. How we spend money. It forced us to reevaluate so many facets of our daily life. One small change in the grand scheme of things, but very important for today's topic, is how we in the financial services industry get together.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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Social Security and Working – What You Need to Know

The Chicago Financial Planner

In today’s world of early or semi-retirement, many people wonder when they should begin taking their Social Security benefits. The combination of Social Security and working can complicate matters a bit. You can begin taking your benefit as early as age 62, but that is not always the best choice for many retirees. If you are working either at a job where you are employed or some sort of self-employment, you need to analyze the pros and cons based on your situation.

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. ajackson. Fri, 10/22/2021 - 14:56. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. We are now expanding our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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“Days Can Be Sunny for Bunnies and Money” Now Available for Purchase

C2P Enterprises

FOR IMMEDIATE RELEASE. AdvisorPR® (702) 685-7450. “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase. The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”. Cleveland [.]. The post “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase appeared first on Clarity 2 Prosperity.

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What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

Zajac Group

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. The federal income tax system has a sister system that figures how much tax you may owe due to the Alternative Minimum Tax (AMT).

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Animal Spirits: It Wasn’t Transitory

The Irrelevant Investor

Today’s Animal Spirits is brought to you by On today’s show we discuss: Bitcoin ETF is here Real risk inflation remains stubbornly high James Bullard on inflation It's going to cost more to heat your home Inflation and the labor market Inflation could be worse A record number of workers quit their job The great resignation The good news behind the supply shortage Baby boomers win again iBonds yielding 7% What do you think about using leverage to help in a low-rate environment?

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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How to Get Qualified Leads from Facebook

Tucker Advisors

How to Get Qualified Leads from Facebook. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Setting Up Your Facebook Business Page. Facebook Ads Manager. Create a Facebook Ad Campaign.

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Bearish Setups in Coffee and Natural Gas Charts

Andrew Thrasher

Commodities have been a big topic over the last couple of months, Europe and parts of Asia are in an energy crisis with natural gas prices rising nearly 1,000%. Meanwhile, coffee prices have also been climbing higher with futures up Continue reading Bearish Setups in Coffee and Natural Gas Charts → The post Bearish Setups in Coffee and Natural Gas Charts first appeared on.

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Animal Spirits: Finding Growth Stocks Around the Globe

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Polen Capital On today's show we discuss What sustainable growth looks like Why buying is easy and selling is hard How macro forces impact opportunities abroad, and much more Listen Here Investor Resources Going beyond with the Polen Small Company Growth Team Polen international small company growth Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Skill and Luck

The Irrelevant Investor

Individual investors are beating the market at an unprecedented rate. I don't have any evidence to support this bold claim. I just know it to be true. The most widely held stock of the last decade is Apple, and it's not even close. Again, I don't have data on this, but I see a lot of client accounts, and if they hold individual stocks, it's rare not to see this name.

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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These Are the Goods

The Irrelevant Investor

Articles In its most recent quarterly report, Etsy reported $3.04 billion in GMV; OpenSea surpassed that in August alone. (By Mario Gabriele) The long game is undefeated (By Sam Ro) Investors should at least know what they’d be getting into (By Dave Nadig) Starting in 1952, one piece of Topps gum came with six baseball cards, in a wax wrapper. (By Ryan Krueger) Energy is food.

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