Abnormal Returns
SEPTEMBER 18, 2023
riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam. (kitces.com) The structured note business is growing rapidly. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise.
Nerd's Eye View
FEBRUARY 21, 2023
In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)
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Darrow Wealth Management
OCTOBER 1, 2022
However, if the goal is to pay off a mortgage before retirement to spend would-be mortgage payments on other things during retirement, the math may not work out. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. After all, goals often change over time.
Darrow Wealth Management
MAY 22, 2023
Again just using simple math, this presumes the par value will roll over each month and reinvest at the same rate to get to the annual yield. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Compare that to the stated yield of 5.6% on a 1-month T-bill, which is roughly.467%
Investing Caffeine
FEBRUARY 1, 2022
Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. Slome, CFA, CFP®. Source: Calafia Beach Pundit. This notion rings especially true when it comes to finance and investing. www.Sidoxia.com.
Your Richest Life
NOVEMBER 9, 2023
You should also do the math to make sure you have a clear idea of what you can afford. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. If you are in the market for a new car, make sure you shop around before committing.
Darrow Wealth Management
SEPTEMBER 7, 2023
Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. Now, the main hurdle is coming up with $325k to buy the stock.
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