AdvicePay

JUNE 9, 2022

As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market fit, as your well-defined financial planning services are in high demand among households with specific needs seeking to pay a straightforward, transparent fee for such engagements.

Financial Planning 72

Financial Planning Clients Planning Marketing 72

Steven J. Wilson

JUNE 9, 2022

As the financial services landscape continues to evolve, so do the opportunities for financial service professionals to reach and engage their target audiences. One of the most effective ways to reach consumers is through search engine optimization (SEO). SEO for financial services is the practice of optimizing a website for Google search to earn higher […].

Financial Services 52

Financial Services Engineering 52

Tobias Financial

JUNE 9, 2022

Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth conversions. “You need to consider how many years it will take to break even on that upfront tax bill.” . Read more of Marianela’s thoughts on a Roth IRA conversions during times of market volatility here: [link].

Marketing 52

Marketing Marketing Taxes 52

MainStreet Financial Planning

JUNE 9, 2022

With rising interest rates, that refi you did a couple years ago is looking pretty good now so does it make sense to pay down or pay off your mortgage early? We typically recommend our clients pay off their mortgage before retiring. This way, they have a smaller amount of living expenses during a time when there’s no employment income. Reducing debt is also a way to get closer to financial independence.

Retirement 52

Retirement Financial Planning Investing Investments 52

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Accounting

WiserAdvisor

JUNE 9, 2022

The Roth IRA (Individual Retirement Account) is a tax-advantaged retirement savings account wherein you contribute after-tax dollars, earn tax-free growth, and make tax-free withdrawals (subject to fulfilment of certain conditions). The Roth IRA is a popular retirement savings vehicle along with the 401(k) and the traditional IRA. It was first established in 1997.

Distribution 40

Distribution Taxes Medical Accounting 40

The Better Letter

JUNE 9, 2022

The Code of Hammurabi, the ancient Babylonian law code, which dates to 1772 BC, addresses the rights of prostitutes, who are often said to be engaged in the oldest profession. Others vie for the honor. Doctors say it’s them since God performed surgery to make Eve out of Adam’s rib. Engineers say they were first because, before that, God created order out of chaos.

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Advertising Medical Education Recruitment 52