NAIFA Advisor Today

FEBRUARY 14, 2023

This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.

Assets 52

Assets Retirement Clients Taxes 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

CFP 85

CFP Financial Planning Clients Financial Planner 85

David Nelson

SEPTEMBER 26, 2022

Ford cut its EBIT (Earnings Before Interest and Taxes) by 34% in part because they couldn’t get parts needed to finish cars. Over the weekend Fortune magazine ran a story with a comment from non-other than Elon Musk regarding Professor Siegel’s remarks calling them ‘obviously correct.’

Economy 98

Economy Assets Valuation Investing 98

Validea

OCTOBER 4, 2022

10-year bonds that have risen about 235 basis points so far this year, the highest increase dating back to 1962, reports an article in Financial Advisor Magazine. According to a recent tweet, the chief investment officer at Doubleline says he’s buying Treasuries amid yields for U.S.

Financial Advisor 59

Financial Advisor Taxes Investments Investing 59

Cornerstone Financial Advisory

AUGUST 12, 2024

Lewis Tax Tip… Divorce or Separation Can Affect Your Taxes The first thing to consider is alimony payments. Alimony is not subject to tax withholding, so increasing the tax paid during the year may be necessary to avoid a penalty. .” – C.S. Step your feet apart (wider than your shoulders).

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 14, 2023

Child support payments are not taxable income for the recipient or tax-deductible for the payer. Therefore, you should not include child support payments when calculating gross income for tax purposes. This information is not intended to substitute for specific individualized tax advice. In fact, it was routine.

Marketing 52

Marketing Marketing Taxes Economics 52

Clever Girl Finance

DECEMBER 16, 2023

Figure out how much money you make in after-tax income. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income. Subscriptions (magazines, trade publications, etc.) 401(k)s offer the opportunity to save for retirement before taxes.

Budgeting 98

Budgeting Retirement Accounting Taxes 98

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

Cornerstone Financial Advisory

JANUARY 22, 2024

” – Aristotle Keep These Tips In Mind When Selling A Home If you are selling your home, you may be able to exclude the sale’s capital gain from your tax return. You can also choose not to claim exclusion, in which case you must report the gain on your tax return. The first thing to consider is the home’s ownership and use.

Marketing 64

Marketing Marketing Economics Taxes 64

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Good Financial Cents

NOVEMBER 10, 2022

How Much Is $35000 a Year After Taxes? State By State $35,000 a Year Salary After Taxes in 2022. Your take-home pay will be lower than your biweekly paycheck because of taxes and other deductions such as: Income taxes Pre-tax deductions, including retirement accounts, health savings bank accounts, etc. Monthly Pay.

Budgeting 52

Budgeting Taxes Accounting Insurance 52

Clever Girl Finance

JUNE 27, 2023

Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns. Digital Editor Publications like newspapers and magazines have editors. The best part is that the work can be done remotely.

Certification 98

Certification Recruitment Engineering Media 98

Clever Girl Finance

DECEMBER 21, 2022

Tax and gratuity for your vendors. Before you subscribe to bridal magazines, schedule venue tours, or book a dress shopping appointment, know what you can spend before you spend it. You definitely want to plan for extra expenses in your wedding budget breakdown. Printing wedding photos and ordering wedding albums.

Budgeting 98

Budgeting Food Planning Communication 98

WiserAdvisor

SEPTEMBER 22, 2022

You can also read magazines and subscribe to financial podcasts, blogs, journals, and more. Taxes are also a critical component of investment. High taxes can interfere with your returns. Moreover, IRAs and 401ks are both tax-advantaged accounts. So, you can use them to save on tax.

Investing 52

Investing Investments Insurance Retirement 52

Clever Girl Finance

JANUARY 16, 2024

Housing Mortgage/rent Property taxes Homeowners association fees Utilities Heat Electric bill Water Air conditioning To shrink your monthly bills, try to reduce your use of utilities as much as possible. magazines, newspapers, gym, etc.) Of course, there are some general rules of thumb to follow. They are non-negotiable.

Budgeting 98

Budgeting Food Retirement Transportation 98

Yardley Wealth Management

JULY 10, 2020

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity?

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

Trade Brains

MARCH 31, 2023

He went further to acquire Berger Paints, Best, and Crompton in 1988; Mangalore Chemicals and Fertilizers in 1990, The Asian Age newspaper and the publisher of the film magazine, and Cine Blitz, a Bollywood magazine in 2001. The airlines in India were hit harder due to the taxes and levies imposed by the government. 5665 crores.

Banking 52

Banking Transportation Taxes Ethics 52

WiserAdvisor

JANUARY 10, 2023

Try and eliminate frivolous expenses that do not add any value to your life such as magazine or app subscriptions that you do not read or use. A 401k is a tax-advantaged retirement savings plan wherein employers may match employee contributions to their accounts. Similar to a 401k, an IRA is a tax-advantaged retirement savings account.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

Clever Girl Finance

JULY 24, 2023

If you are one of them, you might want to look into a filing cabinet with labeled file folders to store all of your essential financial paperwork, including things like wills, tax returns, and marriage or birth certificates. From catalogs to magazines to bills and everything in between, the paper can pile up in a matter of days.

Certification 52

Certification Banking Medical Taxes 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Retail 130

Retail Banking Math Management 130

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget? We, and you know, like convinced business week that we should put advertiser links on a page in the magazine. I did that for two years.

Startup 148

Startup Advertising Engineering Numbers 148

Clever Girl Finance

SEPTEMBER 28, 2022

Property taxes. magazines, newspapers, gym, etc.). Everyone's budget will look different because cutting expenses to the bone looks a little different for everyone. Of course, there are some general rules of thumb to follow. The following expenses are usually non-negotiable. Mortgage/rent. Homeowners association fees. Electricity.

Budgeting 59

Budgeting Transportation Retirement Food 59

The Big Picture

SEPTEMBER 19, 2023

So how do you go from coming out of Booth School in University of Chicago to getting named c I O magazines? Hawaii had parted ways with their then chief investment officer and there was an article in a, a magazine for institutional allocators about it and how they were hiring. Top 40 under 40. There was a good equity rebound.

Assets 148

Assets Management Investing Investments 148

The Big Picture

NOVEMBER 21, 2023

The first big article, I think it was Fortune Magazine, Bethany McLean took a year for the stock to collapse a full year. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well.

Investing 246

Investing Investments Startup Accounting 246

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

Discipline Funds

MARCH 2, 2024

What matters most is how damaging that activity is from the perspective of diversification, risk, taxes and fees. 3) Bearish Magazines. Financial pundits are all mocking The Economist magazine and its very bullish cover. There’s an old theory that magazine covers tend to be a contrarian indicator.

Marketing 110

Marketing Marketing Asset Allocation Assets 110

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

JUNE 6, 2023

So, I was sitting there reading Industry Standard, remember that magazine? And I was learning about money, reading all the books, all the magazines, watching the shows, and I was also studying social psychology. SETHI: Well, everybody thought they were a genius including me in 1999, 2000. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Clever Girl Finance

JULY 6, 2023

Find your niche, whether that’s creating illustrations for children’s books, webcomics, magazines, or even greeting cards. A short-term rental business can help you cover the mortgage and taxes on a property and turn a profit, but it can also be risky during periods of travel uncertainty.

Clients 105

Clients Media License Advertising 105

The Big Picture

MARCH 2, 2025

New York Times Magazine ) How to Lose an Oscar in 10 Days : The star of the years most nominated film torpedoed her chance to win the trophyin audacious fashion. ( Even with online betting, the racetrack takes in less than one-fortieth of what it would have at the sports peak. The post 10 Sunday Reads appeared first on The Big Picture.

Government 230

Government Food Startup Banking 230

The Big Picture

MAY 11, 2023

A Wealth of Common Sense ) • A Tax Loophole Makes EV Leasing a No-Brainer in the US : An exemption in the Inflation Reduction Act is worth $7,500 to drivers who lease. Young professionals pledge admiration for peers who carve out personal time, then fail to do the same for themselves.

Banking 279

Banking Taxes Investing Investments 279

The Big Picture

JANUARY 21, 2025

You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. And that’s when I decided to move to New York City and I joined Forbes Magazine as a glorified fact checker and immediately doubled my salary moving from London. Let, let’s get a little background for you.

Investments 148

Investments Investing Management Retirement 148

Clever Girl Finance

JULY 16, 2023

Look into state residency requirements It’s important to look into residency requirements for tax purposes, and you can also find out how long you have after moving to the state to become a resident. Some examples are not just your local gym but also any magazine or newspaper subscriptions that are delivered to your home.

Budgeting 52

Budgeting Insurance Planning License 52

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Math 278

Math License Startup Government 278

The Big Picture

AUGUST 31, 2022

Of Dollars And Data ) see also Debt Babies : Make repayment of all student loans (assumed to the current year only) 100% tax deductible, and retroactively — at least in some part — for people who already paid. Quanta Magazine ). Most individuals see a return on their student loans in the form of a higher paying career. (

Engineering 304

Engineering Food Taxes Numbers 304