Advisor Websites
FEBRUARY 18, 2022
To say that the evolution of marketing has rapidly developed within the last two years is an understatement. While marketing trends have been moving along at breakneck speeds, the strategies that financial advisors previously implemented may no longer be the most successful.
Pacifica Wealth
FEBRUARY 17, 2022
Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. Not everyone wants to think about these issues since they can be much more emotional. 1) Organ donor.
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The Better Letter
FEBRUARY 17, 2022
It was a typically steamy August morning in 1978 North Carolina but an utterly atypical day for me. I was sitting in the large lecture room at the Duke University School of Law, which could hold essentially all our 170-member class, waiting for my first session of law school to begin. The subject was Constitutional Law. We had been assigned the famous 1803 case of Marbury v.
Clever Girl Finance
FEBRUARY 17, 2022
Money equals wealth, right? Well, not quite. We hear a lot about making money and building wealth, but not a lot about the difference between your overall net-worth vs liquid net-worth. Let’s dive into what each type of net worth means. Learn about how to calculate them, and what your net worth means for you and your legacy. That way, you can get an understanding of its importance and how to improve it!
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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.
Prosperity Coaching
FEBRUARY 17, 2022
Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]. The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog.
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Conneqtor
FEBRUARY 16, 2022
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.
Your Richest Life
FEBRUARY 15, 2022
After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year looks like, and what trips you plan to take.
ModernAdvisor
FEBRUARY 14, 2022
January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].
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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.
Conneqtor
FEBRUARY 16, 2022
The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .
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