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The Mental Accounting of Asset Allocation

A Wealth of Common Sense

I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years. A reader asks: I’m a 30 year old living in Brooklyn making $175/year.

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Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

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. HSA accounts can only be used in conjunction with a high-deductible health insurance plan. How the HSA works .

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Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26

Nerd's Eye View

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

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How Does the Wealthfront Cash Account Compare to Regular Savings Accounts?

Wealthfront

You may have heard about the APY on Wealthfront’s Cash Account offered through our partner banks and wondered whether this account offers benefits beyond the high APY. The Cash Account has a few key advantages over a standard savings account you should know about. The short answer is – yes!

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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs. June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST

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What Happens to Inherited Retirement Accounts?

Integrity Financial Planning

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? 1, 2, 3, 5] [link] [4] [link] The post What Happens to Inherited Retirement Accounts?

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Would You Pay $4.99 a Month For a Verified ID Twitter Account?

Mish Talk

a month for unverified accounts? One way to easily get rid of the bots and fake accounts is to charge for accounts. a month value out of Twitter, then close your account. Perhaps the verification fee should be higher but one time. How about $9.99 Finding Value I pick up ideas to write about. I learn new things.

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Chit Chat: Elevating the Month-End Close Process Through Automation – Lancaster Leaf

Speaker: Raul Perez, VP and CFO of Lancaster Leaf

Join Raul Perez, VP and CFO of Lancaster Leaf, in this one-hour webinar as we discuss his team’s journey to modernizing his finance and accounting operations. Field of Study: Accounting. LEARNING OBJECTIVES: This course provides a case study of automating the month-end close process. Recommended CPE: 1 CPE. Program Cost: $0.

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Live Demo: Supercharge Your Month-End Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Learning Objectives: This course objective is to rethink how we do our work in the accounting and finance department, and how new thinking can contribute to process improvement. Field of Study: Accounting Recommended. Why it is far superior than a manual process. CPE: 1 CPE. Program Cost: $0.

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8 Ways to Torture Your CFO

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things NOT to do when it comes to helping the CFO office advance in supporting the business.

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Risky Business: Excel Disasters that Rock Our World

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Excel is the duct tape of the finance and accounting world. It is the glue that bridges the gap between our various financial systems and the tool of choice for any and all analysis that needs to be whipped up. But wielding such a powerful tool can translate into dire mistakes.

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8 Sins of a Manual Reconciliation

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Insisting on a manual process to handle month-end reconciliations is a risky endeavor that places an undue burden on your accounting team. In this high-pressure environment, it’s important to remember that reconciliation activity is your last line of defense against financial fraud and errors.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART.

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Perfecting the Close Checklist

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Field of Study: Accounting. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations. 1 CPE credit will be provided for qualifying participants. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.

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Common Pitfalls During Month-End Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us in this one hour webinar as we discuss the most common pitfalls the accounting team encounters when it comes to month-end close, and how we can optimize closing timeline and accuracy by leveraging leading practices and automation. Field of Study: Accounting. Recommended CPE: 1 CPE.