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
NOVEMBER 12, 2021
On October 16, 2021, Valentino Luna launched Corporate Diagnostic Center and D.K. International Corporation. That day also marked a meaningful anniversary for Valentino. It was 25 years to the day since Valentino ran away from home, opting to live on the streets and scrounge food from garbage cans rather than stay in an abusive environment. “I did my grand opening on that day because I want to remember always that as long as I make the right decision and I keep going and I believe in mysel
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Gen Y Planning
NOVEMBER 5, 2021
Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget!
Indigo Marketing Agency
AUGUST 18, 2021
If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Andrew Thrasher
DECEMBER 13, 2021
Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics. To learn more visit www.ThrasherAnalytics.com The topic of narrow leadership and participation has been around this year in various flavors, most notably in the summer Continue reading Narrowing Leadership → The post Narrowing Leadership first appeared on.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Cordant Wealth Partners
JUNE 8, 2021
In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy. And, if you’re wondering how your ESPP compares to other employer plans, check out our article on that topic. If I offer to sell you a nice, crisp $100 bill for $85, would you buy it?
Clever Girl Finance
JANUARY 1, 2021
Taking on new challenges and developing healthy habits can be done anytime. Whether it’s a new year, season, or month, you can improve your finances with a no spend challenge. Let’s learn how it works and why you should try it out! What is a no spend challenge? No spend challenges have become trendy over the past couple of years. If you’ve never heard of a no spend challenge, it refers to a time in which you intentionally choose not to spend any unnecessary money.
Mr. Money Mustache
JANUARY 29, 2021
So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.
The Irrelevant Investor
DECEMBER 31, 2021
As I thought about the ten lessons I would reflect on in 2021, I realized this would be a difficult exercise. Possibly pointless. That's because lessons are timeless, but annual observations are ephemeral. Markets are a game where the rules are constantly changing. Annual lessons are just observations of a moment in time. In 1995, you would have observed that it paid to buy the most expensive stocks.
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.
The Richer Geek
DECEMBER 29, 2021
We have Shahar Abrams. And we are going to talk with Shahar about crypto. And I think everyone has questions. He’s passionate about helping my clients form, plan, and execute effective crypto investment strategies hand-tailored to their personal and financial goals. Shahar Abrams is a former blockchain industry professional with experience leading enterprise blockchain deployments at IBM.
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.
MazumaBusinessAccounting
NOVEMBER 5, 2021
Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling. “I was blaming everybody and everything for every woe in my life,” she says. But Wendy’s perspective changed when her life was nearly cut short by illness. “I had a near-death experience when I was 21 years old,” she says, adding with a laugh,
Advisor Websites
DECEMBER 23, 2021
Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients. If implemented correctly, Google will rank your website high in search results, making your site visible for more users.
Advertisement
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.
Indigo Marketing Agency
DECEMBER 28, 2021
If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As part of our Total Marketing Package, we help advisors grow their networks by making new connections on LinkedIn for them.
Dear Mr. Market
DECEMBER 17, 2021
Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.
Prosperity Coaching
DECEMBER 6, 2021
Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]. The post The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series appeared first on The Prosperous Advisor Coaching Blog.
Gen Y Planning
DECEMBER 1, 2021
You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%.
Advertisement
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.
Robert B. Ritter Jr.
NOVEMBER 30, 2021
(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System. Unfortunately, this undertaking […]. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Andrew Thrasher
NOVEMBER 29, 2021
I had the great honor to be interviewed on the Excess Returns podcast – hosted by Jack Forehand, CFA and Justin Carbonneau. It was a pleasure and a lot of fun diving into topics like: technical analysis, volatility, how my Continue reading My Interview on the Excess Returns Podcast → The post My Interview on the Excess Returns Podcast first appeared on.
The Irrelevant Investor
DECEMBER 28, 2021
Today’s Animal Spirits is brought to you by GiveWell On today’s show we discuss: What is DeFi A Christmas Eve airdrop The many worlds of enough (highly recommend) 3 billion people getting Omnicron Strong holiday sales Celebrity SPACs stink There is too much money sloshing around The US economy is a machine The Upside Potential in Sequence of Return Risk People have too much stuff The Web3 Renaissance: A Golden Age for Content I don't think gamblers set out to save the movies, but.
The Richer Geek
DECEMBER 15, 2021
Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked avenues of real estate investing: residential mortgage notes. As Founder and Principal of Aspen Funds, Bob has purchased more than 1,000 mortgage notes earning double-digit annual returns without the risk and volatility of traditional investing options.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
The Chicago Financial Planner
AUGUST 24, 2021
While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.
MazumaBusinessAccounting
JULY 15, 2021
Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 1.
Brown Advisory
NOVEMBER 24, 2021
How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. In this interview, moderated by Selena Li, China Editor of Ignites Asia, Karina shares her insights on public ESG investing.
Indigo Marketing Agency
JULY 27, 2021
Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Dear Mr. Market
NOVEMBER 23, 2021
Dear Mr. Market: When it comes to the stock market it’s easy to see the road we just traveled; what’s more difficult is trying to assess and figure out where we’re going. In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year.
Prosperity Coaching
NOVEMBER 19, 2021
Great is often good enough. At face value, being a perfectionist sounds like a good trait; indeed, it’s always good to strive to do high-quality work. But aiming to do everything perfectly — which is unrealistic — can take a toll on you as an individual and on your financial […]. The post Are You a Financial Advisor Perfectionist?
Fortune Financial
NOVEMBER 17, 2021
Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.
Expert insights. Personalized for you.
193 
Let's personalize your content