BlueMind

MARCH 10, 2022

Category: Technology. Even before the COVID-19 wreaked havoc, the world was moving fast towards digitalization. Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients. Digital transformation is the integration of digital technology in businesses and it involves adapting and creating digitized operational processes.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

Wealthfront

MARCH 10, 2022

The experience of filing your tax return can range from a minor hassle to a major headache. If your taxes are feeling overwhelming, you might wonder if you need the help of a tax professional like an accountant. For many people, online tax filing software gets the job done just fine. This is more likely […]. The post Do You Need an Accountant for Your Taxes?

Accounting 52

Accounting Taxes Planning 52

Zajac Group

MARCH 10, 2022

If you are lucky enough to be granted incentive stock options (“ISOs” ) as part of your compensation package, it’s important to understand the timeline of events. The timeline includes when your ISOs are granted, when they vest, when exercised, when the exercised ISO shares are sold, and when your ISO grant expires. All of these events can impact how and when you may be able to act on your incentive stock options and what these actions mean to you from a tax standpoint, a cash flow standpoint,

Taxes 52

Taxes Sales Planning Risk Tolerance 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. For example, individuals with a net worth that exceeds $1M will likely not benefit from the average investment advice for those with portfolios that are worth less.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

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Clients

AdvicePay

MARCH 10, 2022

Cue the confetti, because today we are celebrating a major milestone! ?? AdvicePay has officially processed over $200 million in financial planning fees!

Financial Planning 52

Financial Planning Planning 52

The Better Letter

MARCH 10, 2022

If you like The Better Letter, please subscribe, share it, and forward it widely. It’s free, there are no ads, and I never sell or give away email addresses. Subscribe now Share The Better Letter Thanks for reading. Words to Live By Today’s TBL offers 50 rules, maxims, and heuristics that I have found useful for trying to ascertain truth and foster understanding.

Distribution 52

Distribution Planning Numbers Portfolio 52