The Chicago Financial Planner
OCTOBER 21, 2021
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.
MazumaBusinessAccounting
OCTOBER 22, 2021
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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Brown Advisory
OCTOBER 22, 2021
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.
Truemind Capital
OCTOBER 22, 2021
When the booze is overflowing non-stop in a party riding on high octane, very few drinkers really think about the consequent hangover when the party stops. In such a high adrenaline atmosphere, many grossly overestimate their capacity to drink, encouraged by behaviour of their friends & crowd around them. The world markets are going through a similar party.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The Chicago Financial Planner
OCTOBER 20, 2021
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.
The Irrelevant Investor
OCTOBER 21, 2021
*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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
C2P Enterprises
OCTOBER 21, 2021
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.
Zajac Group
OCTOBER 21, 2021
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).
The Irrelevant Investor
OCTOBER 19, 2021
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?
Tucker Advisors
OCTOBER 18, 2021
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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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Andrew Thrasher
OCTOBER 18, 2021
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.
The Irrelevant Investor
OCTOBER 18, 2021
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.
The Irrelevant Investor
OCTOBER 18, 2021
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.
The Irrelevant Investor
OCTOBER 16, 2021
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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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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