The Chicago Financial Planner
FEBRUARY 6, 2022
Whether you work as an employee or you are self-employed you work hard for your money. In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement.
BlueMind
FEBRUARY 11, 2022
Category: Technology. Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process.
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Dear Mr. Market
FEBRUARY 10, 2022
Dear Mr. Market: The investment world has not given us much of a break lately. Everything is down… everything … except gold and emerging markets, but you saw that coming, right?!? Before we dive in, let’s just post some quick year to date numbers and then get to the football banter. Large Caps are down -5.4%, Mid Caps -4.2%, Small caps -5.9%, International -8.1%, and Bonds (which are supposed to shelter us from some of this near-term pain) are down -3.2%.
Zajac Group
FEBRUARY 10, 2022
Employees who receive restricted stock units (RSUs) as part of their compensation will have several things to consider. Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. If you plan to sell your restricted stock units when they vest, the after-tax proceeds from the sale may be used to help fund financial goals and supplement your inco
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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.
The Chicago Financial Planner
FEBRUARY 5, 2022
It’s Super Bowl time and once again my beloved Packers are not playing for the eleveth consecutive year. They had a great season earning the top seed in the NFC and a first round bye. They then laid an egg against the 49ers at the holy shrine, Lambeau Field. Aaron the the offense totally failed to show up at the game. Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market.
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Advisor Websites
FEBRUARY 9, 2022
Serving thousands of financial advisors across Canada and the U.S., company continues to set the bar for personalization and targeted digital marketing, creating conversion-friendly sites.
Indigo Marketing Agency
FEBRUARY 8, 2022
When it comes to marketing your financial advisory firm, you have two main options: outsource it to professionals or hire an internal person. . Each option has its own set of pros and cons, and the decision ultimately depends on your budget and what you want to get out of your marketing efforts. In this blog post, we will discuss the budget and the pros and cons of each option so you can make the best decision for your firm!
AdvicePay
FEBRUARY 9, 2022
Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.
ClearMoney
FEBRUARY 9, 2022
The following is provided by Dimensional Fund Advisors.
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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.
Pacifica Wealth
FEBRUARY 9, 2022
Power of Attorney: What is it? This sounds much more complicated than it is. A power of attorney (POA) is a legal document that allows one person to act on behalf of another. The person setting up the POA is called the principal and the person given the power to act is called the attorney-in-fact. The scope of the attorney-in-fact can be limited to a single act or can be broad.
Pacifica Wealth
FEBRUARY 9, 2022
A Will: What is it? After you pass away, the courts must determine the distribution of your assets. A Will is a legal document that expresses how your assets should be distributed at death. Remember, each state has a pre-determined plan for your assets that they will use unless you provide other instructions. A Will does just that. A Will tells the state that you have a better plan for the distribution of your assets and that they need to distribute your assets according to your plan.
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