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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. There was no succession plan coming.”

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What Triggers an IRS Audit?

Harness Wealth

They receive copies of W-2s from employers, 1099s from clients, and other income-reporting documents. Math errors and typos Minor mathematical errors and typos can disrupt the IRS’s automated processing systems and can result in discrepancies that can flag your return for manual review.

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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

The government requires reporting of all such earnings, making Schedule C the primary vehicle for documenting both income and expenses from sole proprietorships. Self-employment tax calculations and considerations When examining the math behind self-employment taxes , the total 15.3% rate is comprised of two components: 12.4%

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Wow, have you seen the stock market lately?

Mr. Money Mustache

Its just basic math. They may actually be right: You can now do things like feed in an entire novel or legal document or piece of code and ask the AI to answer detailed questions about the characters, or identify loopholes in the contract, or even find and fix bugs for you. What if the Earnings are Rising?

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

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Can Students Apply for Personal Loans? A Real Story from Today’s Youth

Trade Brains

Some said it was possible, others mentioned income proofs, co-applicants, and long documents. Decisions, Doubts, and Reality She sat with her notebook that evening, doing simple math. She did what anyone in her place would do—opened her browser and typed, “Can students take personal loans in India?” The answers weren’t clear.

Math 59
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15 Event Ideas Straight from Our Advisor Workshop

FMG

People bring sensitive documents, enjoy coffee and conversation, and leave with peace of mind – and your business card. Advisors use this quirky holiday as an excuse to invite client families for pizza and math-themed activities. It’s a practical idea that positions you as someone who cares about their financial security.