Carson Wealth

JULY 7, 2022

Tom Fridrich, Senior Wealth Planner . Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well. . But then the SECURE Act went into effect on January 1, 2020, and the story changed. . Today, someone who inherits money that’s sitting in a 401(k) or a traditional IRA could also get another, less welcome gift: higher taxes. .

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Accounting Retirement Distribution Taxes 98

Brown Advisory

JULY 7, 2022

Annual Report: Mountains. mhannan. Thu, 07/07/2022 - 10:44. We usually think of mountains as the Earth’s surface rising abruptly toward the sky, but with a broader perspective, we find their likeness in the challenges that we face as investors and advisors for our clients, as teammates of our colleagues and as citizens in our communities. No matter the shape of the mountain, our climb is fueled by deep curiosity, incisive questions and critical listening.

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Clients Investing Investments 95

The Better Letter

JULY 7, 2022

This week brings the eighth installment of my series on making behavioral finance actionable. The previous seven are linked below. Part One: The Experiment Part Two: The Misinformation Milieu Part Three: The Method Part Four: The Mindset Part Five: The Great Mistake Part Six: Make Fewer Decisions Part Seven: Need Help If you like The Better Letter, please subscribe, share it, and forward it widely.

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Math Communication Economics Planning 64

Trade Brains

JULY 7, 2022

Best Battery Sector Stocks in India for 2022: Across all major automotive markets globally, we are witnessing a transformative shift to electric mobility. Even during the ongoing Covid-19 pandemic, while vehicle sales have dropped significantly in many of these markets, the uptake of electric vehicles (EVs) has bucked the trend in 2020. India also is keen on following this global trend.

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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.

Accounting

Million Dollar Round Table (MDRT)

JULY 7, 2022

By Bryce Sanders Often, the first step to converting a suspect into a prospect and then into a client is to schedule a face-to-face meeting. This can be tougher than it seems. Inviting prospects to a seminar is a good strategy to meet halfway. They are present in person, which shows a degree of interest. You can meet and shake hands, yet they are in a group setting, so they do not feel like they are being “sold something.”.

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Clients Marketing Marketing 59

Steven J. Wilson

JULY 7, 2022

To grow your business, a strong personal brand can be a massive advantage. Why? Competing with giant companies in your niche with sheer costly exposure is tough. You don’t have as many resources to spend on advertising as large businesses do. Also, people don’t trust business brands like they use too. It’s not entirely your fault, as […]. The post The Competitive Advantage of Personal Branding appeared first on Steven J.

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Advertising 52

Diamond Consultants

JULY 7, 2022

By Jason Diamond and Mindy Diamond. Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from. Each year around July 4 th , we pause to reflect on the tremendous progress that our industry has made in transitioning, supporting, and fostering independent advisors. But independence in the wealth management industry is a lot like your local ice cream shop: There are many different flavors to choose from.

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Compliance Wealth Management Management Clients 52

Mullooly Asset Management

JULY 7, 2022

In this week’s video, Tim covers 3 things you might not know about saving for college. Can unused 529 account funds be used to pay off student loans? Can you roll a 529 plan into a Roth IRA? And what type of 529 plan should you use to build up that college savings fund? Tim […].

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Accounting Planning 52

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. However, it is important to realise that both concepts are quite different. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. Once you understand the difference between investments and assets, you can formulate a customised strategy and meet your short-term and long-term financial goals effectively.

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Management Assets Investing Investments 52

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

AdvicePay

JULY 7, 2022

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients for investment and wealth advice under the Investment Advisers Act of 1940, but the methods of how fees are calculated and collected for those services are expanding.

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Financial Planning Planning Wealth Management Financial Services 52

oXYGen Financial

JULY 7, 2022

![CDATA[ You are interested in accepting payments via credit cards for running a business (small or big) smoothly. However, if you are going to implement it for the first time, it can be a bewildering experience. This is because you have no idea where to start, whom to approach, how it works, or how much it costs. To gain this knowledge, obtaining a better understanding of credit card.

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Random Roger's Retirement Planning

JULY 7, 2022

With all the conversations we've had lately about using alternatives to smooth out the ride of the equity market and now we have to consider smoothing out the ride of the bond market too, should we consider whether it makes sense for investors to try to mimic the Bridgewater All Weather Portfolio (capitalizing All Weather) versus instead, what we've been talking about, trying to capture some sort of all weather (lower case all weather) effect ?

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Portfolio Asset Allocation Clients Numbers 54