Tue.Jun 14, 2022

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529s, Roth IRAs and Other Strategies for Your College Savings Plan

Carson Wealth

By. Craig Lemoine, Director of Consumer Investment Research. I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the education of our children or grandchildren. Some of us want to pay as much of our children’s college costs as we can.

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How to Fix a Common Client Problem: Too Little Insurance Protection

Tobias Financial

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades.

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When to send an article to the expert, not an editor

Investment Writing

If you work in a marketing or editorial group, the pieces that you work on may get comments from many different people. Sometimes your next step should be to send the piece to an editor to clean up or proofread the writing. Other times, you need to send the piece back to the subject-matter expert—often called a SME in the marketing world. When to send to the expert.

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Financial advisors: How to cope with Stress in a Recession

Leading Advisor

You’re not alone. Clients and their financial advisors have to cope with stress more than ever before. In 2019, before the word pandemic became a… The post Financial advisors: How to cope with Stress in a Recession appeared first on Leading Advisor - Simon Reilly.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Market Update for May 2022

ModernAdvisor

May was mixed for equity markets, though none showed much strength. Fixed income was also mixed, and certainly didn’t provide much of a safe haven from equity market volatility. May 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding […].