Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Hedge Fund Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87

WiserAdvisor

MARCH 13, 2024

Many retirees also rely on bonds and Certificates of Deposit (CDs) to generate steady income. Retirement accounts, such as 401(k)s and IRAs, are essential components of income planning, but navigating the rules governing withdrawals and RMDs can be complex.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

WiserAdvisor

MAY 31, 2022

In these frauds, the criminals pretended to be someone else to extract important financial information or indirectly steal money. These people could pretend to be a relative, bank officials, government employees, technical support staff, etc. Apart from these, investment frauds are also quite common. on social media.

Investing 52

Investing Investments License Accounting 52

Clever Girl Finance

NOVEMBER 16, 2022

One of the advantages of having a savings account or more liquid forms of money (such as certificates of deposit or money market accounts) is that they earn interest for you while you sleep. Get government assistance if needed. Looking for one of the most effortless ways to get free money? Look no further than your bank. Benefits.gov.

Accounting 86

Accounting Budgeting Banking Taxes 86

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. RITHOLTZ: Right.

Clients 154

Clients Management Engineering Investing 154

WiserAdvisor

JULY 24, 2022

High-net-worth financial advice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash. And even though things may be different now, every new government can propose a new tax policy depending on the economic conditions in the country.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

SEPTEMBER 5, 2023

And so in many ways, the federal government is encouraging development in … RITHOLTZ: …In flood zones. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 11, 2023

RITHOLTZ: So you also mentioned you’re at the intersection of three businesses; education, publishing, and financial services that are all inefficiently run and deserve to be disrupted. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? DAMODARAN: Has it, though?

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

OCTOBER 3, 2023

Bonds, you got 00:22:11 [Speaker Changed] All you, we can call, you want bond, you know, the government of Mexico can turn around and reissue can, can open the issue or reissue a new bond tomorrow. I knew nothing about government bonds. But the government just continues to spend, it continues to spend on all these programs.

Taxes 271

Taxes Banking Clients Management 271