October, 2021

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Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer.

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Keep Going: Claudia’s Story

MazumaBusinessAccounting

When the financial crisis hit in 2007, Claudia McKinney had no way of knowing it would mark the start of her new career. Nothing good—in her own family or across the nation—seemed to be coming from the economic slump. “My husband’s business suffered tremendously,” McKinney states. “And it went under.” In addition to their source of income, the McKinney’s lost their house.

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Our DIY Heat Pump Install – Free Heating and Cooling for Life?

Mr. Money Mustache

A work of art. To most of the Internet, Mr. Money Mustache is known as the quirky early retirement financial guy, and this is a blog about Money. But really, I’m not a finance guy – someone who devotes most of his time to optimizing money. I’m more of a general Life Engineer – someone who tries to optimize everything that is fun and interesting in life, and money is just one of those things.

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The State of Venture Capital

The Irrelevant Investor

The U.S. public stock market closed at an all-time high in October. Private markets are enjoying the same up only type of activity. In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. That record was broken in 1Q21 (85%) and then again in 2Q21 (90%).3Q21 fell just short of setting a new record for positive activity.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Raising Women's Voices Webinar Series

Brown Advisory

Raising Women's Voices Webinar Series jharrison Thu, 10/28/2021 - 05:00 The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. The Science Behind Climate Change November 18, 2021 We are always trying to deepen our understanding of the science behind climate risk.

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Don’t be Gone Phishing

Dear Mr. Market

Dear Mr. Market: This isn’t the type of letter we like to write you. Our brief note today will not center around anything of stock market or economic interest. Mr. Market dupes people with his manic, unpredictable, and volatile ways but one thing that we can guard ourselves from is the ever growing threat of phishing. What exactly is “phishing”?

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Keep Going: Tyson’s Story

MazumaBusinessAccounting

When Tyson Harvey offered to take over a skydiving center in Snohomish, Washington , there was only one problem—he had never been skydiving. Aviation is a staple in the Harvey family, who own and operate Harvey Airfield. “My whole life I have grown up on the airport,” Tyson says. But he admits he considered skydiving as an “aviation sideshow.” But when the owner of the Snohomish skydiving center became ill, the skydiving community begged the Harvey family to keep the oppo

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Blockchange, Morningstar Team Up on Crypto

Gemini BITRIA

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These Are the Goods

The Irrelevant Investor

Articles When everything is burnt to the ground, there’s room for new ideas and institutions to grow (By Packy McCormick) If the world changed in the last 18 months, can you really use data that is 10 years old? (By Allison Schrager) There are two ways to measure how you’re doing: Against yourself and against others. (By Morgan Housel) In the long run, physical exchanges lower the price and increase the use of the underlying commodity being traded.

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Raising Women's Voices Webinar Series

Brown Advisory

Raising Women's Voices Webinar Series. jharrison. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . . The Science Behind Climate Change. November 18, 2021. We are always trying to deepen our understanding of the science behind climate risk.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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How inflation can end the equity market dream run?

Truemind Capital

When the booze is overflowing non-stop in a party riding on high octane, very few drinkers really think about the consequent hangover when the party stops. In such a high adrenaline atmosphere, many grossly overestimate their capacity to drink, encouraged by behaviour of their friends & crowd around them. The world markets are going through a similar party.

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“Days Can Be Sunny for Bunnies and Money” Now Available for Purchase

C2P Enterprises

FOR IMMEDIATE RELEASE. AdvisorPR® (702) 685-7450. “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase. The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”. Cleveland [.]. The post “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase appeared first on Clarity 2 Prosperity.

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5 Ways to Make Halloween Candy Tax-Deductible

MazumaBusinessAccounting

Did you know you can deduct Halloween candy from your taxes? As a business, you can use Halloween candy as a tax write-off if you figure out a way to make it business-related. Here are five ways to deduct those over-priced bags of snack-size chocolates this October: Make a promotion out of it. Attach your business card or a promotional flyer to packets of M&M’s and voila!

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What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

Zajac Group

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. The federal income tax system has a sister system that figures how much tax you may owe due to the Alternative Minimum Tax (AMT).

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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The Compound and Friends: Squid Game and the Metaverse

The Irrelevant Investor

On this week's TCAF Josh and I had on one of the sharpest minds in finance, Dan McMurtrie, sometimes known SuperMugatu. On today's show we spoke about Google, which somehow is still growing its top line like it's a mid-cap stock. Remember in 2018 when Apple was the first company to hit a $1 trillion market cap? That was cute. Google is now worth twice as much.

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NOW Podcast Series

Brown Advisory

NOW Podcast Series. achen. Thu, 10/28/2021 - 11:51. Visit the NOW Podcast Website.

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How to Get Qualified Leads from Facebook

Tucker Advisors

How to Get Qualified Leads from Facebook. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Setting Up Your Facebook Business Page. Facebook Ads Manager. Create a Facebook Ad Campaign.

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Bearish Setups in Coffee and Natural Gas Charts

Andrew Thrasher

Commodities have been a big topic over the last couple of months, Europe and parts of Asia are in an energy crisis with natural gas prices rising nearly 1,000%. Meanwhile, coffee prices have also been climbing higher with futures up Continue reading Bearish Setups in Coffee and Natural Gas Charts → The post Bearish Setups in Coffee and Natural Gas Charts first appeared on.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Keep Going: Senga’s Story

MazumaBusinessAccounting

In 2017, Senga Nuga invested his last $100 to start his own business, desperate to provide for his wife and one-year-old daughter. Earlier that year, Senga had been let go from his job as a security guard, and the idea to form his own company resulted from a conversation with a friend who was a contractor. “I asked him, ‘How was your day?

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I Was Featured on Marie Swift’s Podcast! Check it Out Here.

Indigo Marketing Agency

I recently had the pleasure of being a guest on Swift Chats —a video podcast series about best practices in the financial services industry, hosted by Marie Swift of Impact Communications. For those of you who don’t know, Marie and I both run digital marketing firms for financial advisors. And while you may think this would be breeding grounds for competition, Marie and I have taken an abundance approach instead.

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My Shepherd

The Irrelevant Investor

I'm not an early adopter, but there's one trend, or person in this case, that I absolutely nailed. Packy McCormick. $10,000 invested in Packy 1 year ago is worth 4 ETH, 7 SOL, and a gateway into what's coming next. I'm not very good at seeing around corners. Heck, I have a hard time seeing what's happening on the edges today. But thanks to Packy, who has shepherded me and thousands of readers into the metaverse, I understand what people are so excited about.

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. We are now expanding our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Is Inflation Haunting Your Dreams?

Yardley Wealth Management

The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Is Inflation Haunting Your Dreams? Part 2: What We Can Do About It. Our last piece covered the recent uptick in Inflation and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news.

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3rd Quarter Market Review

ClearMoney

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Keep Going: Matt’s Story

MazumaBusinessAccounting

Matthew Bishop’s definition of success is simple and constant. “I’m able to financially take care of my family and have the time I need to spend with them. That’s pretty much it in a nutshell,” he says. While Matt isn’t afraid of six-day work weeks and twelve-hour work days, he enjoys the flexibility of owning his own business.

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How We Help Financial Advisors Build a Strong Marketing Foundation (Video)

Indigo Marketing Agency

How much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation. Building a strong marketing foundation is key to seeing successful, long-term results in your marketing.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Animal Spirits: Hyperinflation, It’s Happening

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: I love this from Bill Miller Rich people own 89% of all stocks Stop trading, Jay Powell Fed to ban policymakers from owning individual stocks Bitcoin bigger than silver Productivity Why are people quitting?

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. ajackson. Fri, 10/22/2021 - 14:56. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. We are now expanding our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

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Is Inflation Haunting Your Dreams?

Yardley Wealth Management

The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Part One. Is Inflation Haunting Your Dreams? What We Know. Michael J. Garry, Esquire, CFP©, MBA Founder & CEO. Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary and what you can do about it as an investor.

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5 Good Elements of a Financial Advisor

International College of Financial Planning

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? You are about to choose one of the fastest-growing career options in India. As the country grows at a fast pace and creates a large middle class and HNI population, there is a growing demand for Financial Advisors.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.