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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She’s published numerous books on money investing and retirement. So, so let’s start with the basic problem.

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Edelweiss Financial Services Limited announces ₹3,000 million Public Issue of Secured Redeemable Non-Convertible Debentures (NCDs)

Trade Brains

Effective Yield of up to 10.50% per annum Credit Rating: Crisil A+/ Stable by Crisil Ratings Limited Trading in dematerialized form only Allotment, in consultation with BSE Limited (the “ Designated Stock Exchange”) , shall be made on the basis of the date of upload of the application into the electronic book of BSE Limited.

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Home Office Deductions: What Remote Workers Need to Know in 2025

Harness Wealth

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? However, the licenses must be directly related to business activities.

License 52
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Transcript: Tom Barkin, Richmond Federal Reserve President & CEO

The Big Picture

It felt like an entrepreneurial opportunity to build something, made a lot of friends there, enjoyed the work, really enjoyed my clients, and the opportunity to help a bunch of great leaders improve the performance of their organizations. And we were serving clients in that geography. And the combination just worked great for me.

Economy 130
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Defence stock jumps 4% after receiving $12.24 Mil international order for defence explosives

Trade Brains

A small-cap firm that is engaged in manufacturing explosives and detonators has seen a 4 percent increase in the stock movement today as a result of a new order from an international client. The company has a strong order book of Rs. With the market capitalization of Rs. 546.95, up 2.61 per equity share. 750 crores, which is 1.8

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Monopoly stock in focus after receiving ₹233 Cr map data licensing contract from international client

Trade Brains

A monopoly digital mapping and geospatial tech firm is in focus after securing a Rs 233 crore international map data licensing contract for domestic use. The seven-year contract involves map data licensing for domestic use and was awarded by an international corporate client in the private sector.

License 59