December, 2020

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What Makes Your Financial Goals SMART?

Workable Wealth

It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door. This plan doesn’t make sense and is not smart because it’s not prudent to do the finishing touches without addressing the larger structural issues first.

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U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems

Brown Advisory

U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.

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Happy Holidays and My Gift To You This Year! (Video)

Indigo Marketing Agency

Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our lowest price ever ! Also, please join us for our latest webinar, How To Grow Your Business by 25% in 2021 by clicking here to register.

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How Financial Advisors and RIAs Can Use Facebook Ads to Generate Leads for $20 Per Lead

Midstream Marketing

I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital.

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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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The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision

Cordant Wealth Partners

**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.

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U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems

Brown Advisory

U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems. jharrison. Thu, 12/31/2020 - 05:15. The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.

Taxes 52
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SERPLUS or Mega Roth? Prioritizing Two of Intel’s Tax-Preferenced Savings Opportunities

Cordant Wealth Partners

Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other tax savings opportunities. However, money is a resource, and like most resources it’s limited. We are forced to prioritize where we spend, the objectives we further, and the extent to which we utilize tax-saving opportunities.

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