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Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. Think about it, you always feel better after a healthy meal instead of a highly-processed one. But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future.
June Newsletter. As a small business owner, I am constantly hiring new employees and am immersed in the hiring process. I love the beginning of the process, particularly looking through resumes. Each resume has a story. The single piece of paper has years of hard work, dedication, experience, and discipline. I often ponder at my own experience and wonder “what’s my story, and what’s the next chapter?
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
Ben and I recorded a podcast today where we discussed our favorite content from 2020. The best movies, TV shows, podcasts, and some of our own blog posts. I want to spend a second looking back on my most widely read posts of the year. Before I get into it, I just want to acknowledge how small our world is. Not too many people read financial blogs. My top 5 posts all got between 40 and 50 thousand page views.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our lowest price ever ! Also, please join us for our latest webinar, How To Grow Your Business by 25% in 2021 by clicking here to register.
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital.
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [.]. The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity.
“There are decades where nothing happens; and there are weeks where decades happen” – Vladimir Ilyich Lenin. The first Roman empire rule began in 27 BC and helmed by the emperor Caesar Augustus. Roman Empire at its peak conquered a huge part of Europe and significant part of the African continent. The empire built 50,000 miles of roads, amphitheaters, bridges and infrastructures that are still in use today.
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or localizing the national news, reporters also cover local stories that directly impact the majority of its city’s residents.
The post Worried about your future Social Security benefits? Fleshing out current concerns and common myths. appeared first on Yardley Wealth Management, LLC. [link]. Social Security Retirement Planning . Worried about your future Social Security benefits? Fleshing out current concerns and common myths. By Michael Garry Yardley Wealth Management October 26, 2020.
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.
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. 4. Open an IRA How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.
Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems. jharrison. Thu, 12/31/2020 - 05:15. The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
There were two markets in 2020. The first part was when the pandemic hit and the losers were hit harder than everyone else. In the second market, coordinated monetary and fiscal stimulus contained the economic damage, and helped the winners slingshot past everyone else. When it became clear that we were experiencing a different type of recession, the market acted quickly.
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.
Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works. What content leads to the best outcomes. Tips to help your website generate more traffic.
Way back in the olden days, people used to be amazed at my life story. I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. Thankfully, this is no longer such a surprising story. The idea of financial independence has spread far and wide with the rise of the FIRE movement , and people now realize it’s not such a big deal after all.
Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other tax savings opportunities. However, money is a resource, and like most resources it’s limited. We are forced to prioritize where we spend, the objectives we further, and the extent to which we utilize tax-saving opportunities.
Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends. As a financial advisor, you know you’re the best person for the job. But, [.]. The post 5 Things Clients Look for in a Financial Advisor appeared first on Clarity 2 Prosperity.
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
Purchasing a first home is a big financial step. The amount that you need when finding out how to save up for a house can seem daunting. Nonetheless, it’s not impossible. Homeownership can be one of the cornerstones of building wealth. But to ensure that it's a wealth-building tool and not a financial burden, you must be prepared. There are some financial obligations of your investment.
Alana Kohl for Elements. Hosted By: Reese Harper of Dentist Advisors. In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes.
The post What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. appeared first on Yardley Wealth Management, LLC. What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. [link].
Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.
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.
Social Media Tips For Your Small Business. Social media has become a game-changer for small businesses. It has become the marketing platform that provides the best results for the lowest cost. Accounts are free and easy to maintain. In this article, we’ll explore five things you can do to get the most out of social media. Post Consistently. Consistency is key.
Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
Articles Historians will look back at the Coronavirus pandemic as the greatest catalyst for progress and creativity in human history (By Packy McCormick) A dozen other things that money can buy (By Jonathan Clements) Automatically assuming these companies are mispriced may be a mistake (By Michael Mauboussin) I will run out of time before I run out of money (By Nick Maggiulli) What if you only invested at market peaks?
Happy Thanksgiving to all of the amazing independent financial advisors out there. Thanks so much for being a part of the Indigo Marketing Agency family. Please enjoy this brief 2020 business and personal update. If you need help sending a video update like this to your clients and network, get in touch today by scheduling your marketing strategy call now.
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.
You’ve all been there, driving along knowing you can predictably change lanes with ease, when suddenly a car shows up in your blind spot. You swerve back to your lane and everyone in your car is startled to attention, wondering what happened and knowing you messed up. Or, you’re walking down the sidewalk, consumed by thoughts when you remember something back at the office.
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it’s undoubtedly true with investing. However, despite the unpredictability of the future, there comes a time when we must place our bets and choose a direction—Ideally, one that tips the odds in our favor. 409(a) Nonqualified Deferred Compensation Plans present one of these opportunities.
It can be confusing to know how, or why, to charge fees for your financial planning services. Especially if you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on that wisdom and how can you expect your client to buy into that value? In a recent [.]. The post Monetize Your Wisdom: Charge Planning Fees appeared first on Clarity 2 Prosperity.
“Success can get you to the top of a beautiful cliff, but then propel you right over the edge of it.” As a Mustachian, there’s a good chance that you are a bit of an overachiever. . Maybe you fought hard to get exceptional grades in school, or perhaps you have always dominated in your career or your Ultramarathon habit or your hobbies – or maybe all of the above. .
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
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