MazumaBusinessAccounting
OCTOBER 15, 2021
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.
Mr. Money Mustache
OCTOBER 5, 2021
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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Brown Advisory
OCTOBER 28, 2021
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.
Dear Mr. Market
OCTOBER 27, 2021
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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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.
Cordant Wealth Partners
OCTOBER 25, 2021
[Editor’s note: Information contained in this post is current based on the 2022 guide for Intel SERPLUS open enrollment.]. In this article, we cover everything you need to know about the Intel SERPLUS program for the upcoming enrollment period. We’ll outline how it works, the four most common questions we hear about SERPLUS elections and provide free resources to help with your enrollment for 2022.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
OCTOBER 22, 2021
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
C2P Enterprises
OCTOBER 21, 2021
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.
Brown Advisory
OCTOBER 28, 2021
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.
Zajac Group
OCTOBER 21, 2021
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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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.
Tucker Advisors
OCTOBER 18, 2021
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.
Andrew Thrasher
OCTOBER 18, 2021
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.
MazumaBusinessAccounting
OCTOBER 15, 2021
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!
Indigo Marketing Agency
OCTOBER 14, 2021
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.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Brown Advisory
OCTOBER 22, 2021
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.
Yardley Wealth Management
OCTOBER 13, 2021
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.
Risk Management Guru
OCTOBER 1, 2021
Introduction. Monte Carlo simulations are currently the most common used techniques to estimate the risks that a Bank or firm might be facing at a given time. A Monte Carlo simulation is no more than a series of predictions for possible future events. Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart.
Robert B. Ritter Jr.
OCTOBER 30, 2021
(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. So what is it? It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. Case Study […]. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
MazumaBusinessAccounting
OCTOBER 10, 2021
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?
Indigo Marketing Agency
OCTOBER 13, 2021
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.
Brown Advisory
OCTOBER 22, 2021
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.
Yardley Wealth Management
OCTOBER 6, 2021
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.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Inside Information
OCTOBER 30, 2021
B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.
AdvisorPR
OCTOBER 8, 2021
Alana Kohl is a guest on “The Game with Sarano and Brooke Kelley,” where she delves into the significance of public relations in business ventures. Engaging with a PR company can be advantageous for anyone seeking visibility within their target audience’s daily content consumption. Alana helps address prevalent misconceptions surrounding brand-building, the advantages of PR, and the steps to craft a robust PR plan capable of garnering the positive attention one deserves.
MazumaBusinessAccounting
OCTOBER 29, 2021
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.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Brown Advisory
OCTOBER 12, 2021
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Here we discuss how you can apply this exemption and what you need to do to qualify.
The Chicago Financial Planner
OCTOBER 21, 2021
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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