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Key Takeaways: The last two years have been marked by the highest inflation rates in decades; your clients saving for retirement can use this to their advantage through short-term investments, tax deferral, and insurance products offering better benefits. The last two years have been marked by the highest inflation rates in decades.
Marc Kiner, CPA , is a co-founder of the National Social Security Advisor (NSSA ® ) Certificate program and a new NAIFA member as of early March. Blair worked for SSA for 35 years before retiring on December 31, 2010.
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age. Since 2010, there has been a 20% decrease in accounting graduates.
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. 2010, August 1). Lee holds a Ph.D. 2017, January 18 th ).
Once you find your niche, you’ll find clients all over the web.” – Kevin Mercadante, Freelance Writer since 2010 If there’s a topic area where you’re knowledgeable, and you have a desire to write on a regular basis, this could be the side hustle for you. Skills Needed: Training, experience, and certifications in any common trade or skill.
Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010. NADIG: Yeah.
Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. A substantial portion of the current workforce comprises baby boomers, with approximately 75% of CPAs nearing retirement age. Since 2010, there has been a 20% decrease in accounting graduates.
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