MazumaBusinessAccounting
MAY 28, 2020
June Newsletter. As a small business owner, I am constantly hiring new employees and am immersed in the hiring process. I love the beginning of the process, particularly looking through resumes. Each resume has a story. The single piece of paper has years of hard work, dedication, experience, and discipline. I often ponder at my own experience and wonder “what’s my story, and what’s the next chapter?
Workable Wealth
DECEMBER 9, 2020
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door. This plan doesn’t make sense and is not smart because it’s not prudent to do the finishing touches without addressing the larger structural issues first.
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Brown Advisory
DECEMBER 31, 2020
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
The Irrelevant Investor
DECEMBER 30, 2020
On today’s show we discuss: Liftoff, our automated asset management program Fantasy stocks at Wealthbase How luck influenced your life this year Where does the WSJ find these people? A Roth IRA or a traditional one? Now showing Japan Amazon is ruthless Listen here: Recommendations Soul Wonder Woman 1984 It's a Wonderful Life Die Hard Doctor Sleep The Midnight Sky The Bourne Identity Charts: Tweets [link] [link] [link] [link] [link] Contact us at animalspiritspod@gmail.com with any feedback, rec
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
Indigo Marketing Agency
DECEMBER 23, 2020
Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our lowest price ever ! Also, please join us for our latest webinar, How To Grow Your Business by 25% in 2021 by clicking here to register.
Midstream Marketing
DECEMBER 19, 2020
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Cordant Wealth Partners
DECEMBER 11, 2020
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.
C2P Enterprises
NOVEMBER 30, 2020
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [.]. The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity.
Truemind Capital
NOVEMBER 29, 2020
“There are decades where nothing happens; and there are weeks where decades happen” – Vladimir Ilyich Lenin. The first Roman empire rule began in 27 BC and helmed by the emperor Caesar Augustus. Roman Empire at its peak conquered a huge part of Europe and significant part of the African continent. The empire built 50,000 miles of roads, amphitheaters, bridges and infrastructures that are still in use today.
AdvisorPR
OCTOBER 28, 2020
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or localizing the national news, reporters also cover local stories that directly impact the majority of its city’s residents.
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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.
MazumaBusinessAccounting
JUNE 29, 2020
Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.
Workable Wealth
NOVEMBER 25, 2020
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. . 4. Open an IRA. How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.
Brown Advisory
DECEMBER 31, 2020
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems. jharrison. Thu, 12/31/2020 - 05:15. The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
The Irrelevant Investor
DECEMBER 29, 2020
Ben and I recorded a podcast today where we discussed our favorite content from 2020. The best movies, TV shows, podcasts, and some of our own blog posts. I want to spend a second looking back on my most widely read posts of the year. Before I get into it, I just want to acknowledge how small our world is. Not too many people read financial blogs. My top 5 posts all got between 40 and 50 thousand page views.
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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?
Indigo Marketing Agency
NOVEMBER 23, 2020
Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works. What content leads to the best outcomes. Tips to help your website generate more traffic.
Yardley Wealth Management
OCTOBER 26, 2020
The post Worried about your future Social Security benefits? Fleshing out current concerns and common myths. appeared first on Yardley Wealth Management, LLC. [link]. Social Security Retirement Planning . Worried about your future Social Security benefits? Fleshing out current concerns and common myths. By Michael Garry Yardley Wealth Management October 26, 2020.
Mr. Money Mustache
OCTOBER 23, 2020
Way back in the olden days, people used to be amazed at my life story. I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. Thankfully, this is no longer such a surprising story. The idea of financial independence has spread far and wide with the rise of the FIRE movement , and people now realize it’s not such a big deal after all.
Cordant Wealth Partners
DECEMBER 3, 2020
Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other tax savings opportunities. However, money is a resource, and like most resources it’s limited. We are forced to prioritize where we spend, the objectives we further, and the extent to which we utilize tax-saving opportunities.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
C2P Enterprises
NOVEMBER 25, 2020
Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends. As a financial advisor, you know you’re the best person for the job. But, [.]. The post 5 Things Clients Look for in a Financial Advisor appeared first on Clarity 2 Prosperity.
International College of Financial Planning
AUGUST 16, 2020
The repercussions of the lockdown caused by the coronavirus pandemic have been alarming to say the least. This period has allowed us all to delve deep within us and to acknowledge fears that haven’t surfaced for the longest of times. All of us had to stay away from other people, were asked not to visit our families and this gave us the opportunity to learn new things every day.
AdvisorPR
OCTOBER 28, 2020
Identifying COIs to force it in your direction. We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant or the latest show on Prime Video – if someone in your trusted network says to do it, they’ve already done half the work for you – the research.
MazumaBusinessAccounting
OCTOBER 6, 2020
Social Media Tips For Your Small Business. Social media has become a game-changer for small businesses. It has become the marketing platform that provides the best results for the lowest cost. Accounts are free and easy to maintain. In this article, we’ll explore five things you can do to get the most out of social media. Post Consistently. Consistency is key.
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.
Workable Wealth
NOVEMBER 11, 2020
Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. Think about it, you always feel better after a healthy meal instead of a highly-processed one. But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future.
Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
The Irrelevant Investor
DECEMBER 26, 2020
There were two markets in 2020. The first part was when the pandemic hit and the losers were hit harder than everyone else. In the second market, coordinated monetary and fiscal stimulus contained the economic damage, and helped the winners slingshot past everyone else. When it became clear that we were experiencing a different type of recession, the market acted quickly.
Indigo Marketing Agency
NOVEMBER 23, 2020
Happy Thanksgiving to all of the amazing independent financial advisors out there. Thanks so much for being a part of the Indigo Marketing Agency family. Please enjoy this brief 2020 business and personal update. If you need help sending a video update like this to your clients and network, get in touch today by scheduling your marketing strategy call now.
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.
Yardley Wealth Management
SEPTEMBER 14, 2020
The post What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. appeared first on Yardley Wealth Management, LLC. What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. [link].
Mr. Money Mustache
AUGUST 22, 2020
Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. But when you buy the index, you’re getting oil companies, factory farm slaughterhouses and a million other dirty stories. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”.
Cordant Wealth Partners
NOVEMBER 20, 2020
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it’s undoubtedly true with investing. However, despite the unpredictability of the future, there comes a time when we must place our bets and choose a direction—Ideally, one that tips the odds in our favor. 409(a) Nonqualified Deferred Compensation Plans present one of these opportunities.
C2P Enterprises
OCTOBER 22, 2020
It can be confusing to know how, or why, to charge fees for your financial planning services. Especially if you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on that wisdom and how can you expect your client to buy into that value? In a recent [.]. The post Monetize Your Wisdom: Charge Planning Fees appeared first on Clarity 2 Prosperity.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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