Norman Marks
MARCH 3, 2022
What would you do as CAE if you were forbidden from writing a formal audit report? Let’s think about this challenge, as it may help us pinpoint the value of these documents. X Consider our customers in management first. What do they need to know and how can we best communicate (as the IIA Standards […].
Investing Caffeine
MARCH 1, 2022
If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web? For example, what topics below would you select to grab the most attention?
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Your Richest Life
FEBRUARY 28, 2022
Money problems and infidelity are two of the quickest ways to bring down a relationship, but when combined, they can be downright lethal. Unfortunately, “financial infidelity” is a fairly common occurrence in American relationships. According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about.
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well. Hope you have watched “3 IDIOTS” When Aamir was asked the definition of a machine, he said in simple language “Machine is anything that reduces human effort” Similarly in simple […].
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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.
Bell Investment Advisors
MARCH 3, 2022
The recent unprovoked attacks on Ukraine have stunned and saddened us. While the U.S. and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. We mourn the loss of life, the displacement of hundreds of thousands of Ukrainians, and the fear that now cloaks their country. Last month, we thought that interest rate increases would consume investors’ attention for the foreseeable future.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
ClearMoney
MARCH 1, 2022
The following is provided by Dimensional Fund Advisors. As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there was clear distinction between phones and computers. Phones were utilitarian devices, while computers were gateways to limitless knowledge and entertainment.1 Nowadays, that distinction has dissolved.
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way.
MazumaBusinessAccounting
MARCH 1, 2022
If you are self-employed or a contract worker and you are generating a profit, you may need to pay estimated quarterly taxes. This is the Internal Revenue Service’s (IRS) way of collecting taxes from people who don’t have them withheld from their paychecks through payroll. Our guide on estimated quarterly taxes will help you understand who needs to pay them, how to calculate them, and how to pay your quarterly taxes.
Envision Wealth Planning
MARCH 2, 2022
Values based financial planning is about pursuing financial goals based on your values. Unfortunately, way too many people just do not take the time to sort out what matters to them! Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans.
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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.
Andrew Thrasher
FEBRUARY 28, 2022
There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial markets. Instead, I focus on Continue reading Bond Spreads Are Widening → The post Bond Spreads Are Widening first appeared on.
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way. Let us look at some common but terrible mistakes and how to avoid […].
Steve Feinberg
FEBRUARY 28, 2022
What Is A Tax Deduction? . Tax deductions (sometimes referred to as “write-off’s”) are expenses you make on behalf of your business throughout the year, the total of which can be subtracted from your final tax payment. The deductions are codified into law to help small businesses relieve some of their tax obligation and become more profitable—but there’s a catch. . .
Norman Marks
FEBRUARY 28, 2022
Dr. Rainer Lenz is more than a CAE and long-time practitioner. He also teaches corporate governance and auditing, and has been an independent board member and a finance executive. Rainer was recognized by Richard Chambers as one of the top ten internal audit thought influencers. He has been talking about the value of internal auditing […].
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.
Advisor Websites
MARCH 4, 2022
It's likely that you are using a digital calendar to keep track of your meetings and appointments, but have you automated those bookings with an appointment setting software?
The Financial Literates
MARCH 2, 2022
Home loans EMI is usually a big part of the monthly expenditure. It comprises the interest and principal components of the loan. In the beginning, a larger part of the EMI goes towards the interest, and over a period of time, the interest component reduces and the principal part becomes more.
Robert B. Ritter Jr.
FEBRUARY 28, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? Several non-owner executives can also qualify. What are the benefit plans […].
Inside Information
FEBRUARY 27, 2022
You may have read about a recent ruling by a Superior Court judge in Georgia who discovered what I think we all knew: that FINRA runs its arbitration system like a kangaroo court, putting its thumb firmly on the side of the scales of justice that benefit its member brokerage firms. I think it’s long past time for the financial planning community—and anybody who cares about protecting consumers—to call for an end to the arbitration agreements that the brokerage firms routinely had to their clien
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.
Ron A. Rhodes
FEBRUARY 27, 2022
Brilliant flashes of light Fuel chill during night. A dawn then reveals, The Sky Angel alight.
The Financial Literates
MARCH 2, 2022
Home loans EMI is usually a big part of the monthly expenditure. It comprises the interest and principal components of the loan. In the beginning, a larger part of the EMI goes towards the interest, and over a period of time, the interest component reduces and the principal part becomes more. Read about – SBI […].
Gen Y Planning
MARCH 1, 2022
Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. But don’t let this impending annual chore dull your spring fever. This year, let’s make taxes fun!
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
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The Better Letter
MARCH 3, 2022
Every right-thinking person’s preferred narrative about eastern Europe should favor the plucky underdog over the authoritarian bear. Factor in Ukraine’s monumental information warfare dominance – the primary advantage it has – and we are all ripe for misreading and misunderstanding what is going on (the fog of war and all that).
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well.
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it.
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it. In my experience, attained in one […].
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
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