Two Years Without Health Insurance (and What I’m Doing Now)

Mr. Money Mustache

Two years ago, I was unsatisfied with my options for health insurance. The premiums were rising even as the quality dropped in the form of an ever-increasing deductible. I am guessing that you might feel the same way these days – most of us Americans are in the same boat.

Happy Holidays and My Gift To You This Year! (Video)

Indigo Marketing Agency

Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday.


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The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision

Cordant Wealth Partners

**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.**.

What Makes Your Financial Goals SMART?

Workable Wealth

It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door.

Best Practices to Ace Your Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement today to ace your close.

What lessons today’s investors can learn from the collapse of the Roman Empire?

Truemind Capital

“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.

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How Finance Students Need to Prepare as Independent Professionals in Post-COVID World

International College of Financial Planning

The repercussions of the lockdown caused by the coronavirus pandemic have been alarming to say the least. This period has allowed us all to delve deep within us and to acknowledge fears that haven’t surfaced for the longest of times.

7 Risk Assessment Blind Spots (and How to Beat Them)

Risk Management Guru

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.

U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems

Brown Advisory

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.

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How Financial Advisors and RIAs Can Use Facebook Ads to Generate Leads for $20 Per Lead

Midstream Marketing

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.

Global Hiring Guide for Startups

Grow your startup beyond borders and boundaries. In this eBook, you’ll discover how you can gain a competitive edge over your business rivals through the latest technology, harnessing global contractors, and using a global employment platform.

Client Retention Strategies for Financial Advisors

C2P Enterprises

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 [.].

Poisoned Just Enough: Why I’m so Optimistic About 2021

Mr. Money Mustache

A close friend of mine was diagnosed with cancer this year. It was the serious kind, where you need to treat it quickly and aggressively or it will spread through your body, stick to all of your organs, and kill you.

Do You Know SEO? Webinar Featuring BuddyIns CEO Marc Glickman

Indigo Marketing Agency

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.

SERPLUS or Mega Roth? Prioritizing Two of Intel’s Tax-Preferenced Savings Opportunities

Cordant Wealth Partners

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.

Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita Cheng for an engaging conversation on rethinking the concept of wealth and how everyone can benefit from professional money management.

The Money Tasks You’re Avoiding And How To Make Progress (Part 2)

Workable Wealth

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. . Open an IRA.

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How to prepare your portfolio for the uncertain future?

Truemind Capital

Don’t fight the forces, use them. – Buckminster Fuller. Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. I believe we are always in uncertain times. The emergence of any event has multiple co-dependent factors and nothing gets created out of a vacuum.

What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.

Yardley Wealth Management

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?

Job Readiness Tips for Finance Students in 2021

International College of Financial Planning

‘Times they are a changin’ – Bob Dylan. They say time never waits for anyone. It’s always changing. Bob Dylan may have immortalized this fact through a song that was released way back in 1964 but even today we must all play catch up with the fast changing world all around us. Even if 2020 began pretty normally with the hullabaloo of a new year and prospects of a great year, by March, most of us realized that it is going to be the worst year in our collective living history.

Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Chimp-Throwing Darts: Problems with Expert’s Future Predictions

Risk Management Guru

I am always in search of free online resources regarding diverse outlooks on risk. Recently I stumbled upon a great source of risk related concepts after listening to an episode of The Knowledge Project podcast which featured a guest, I was unfamiliar with.

2020 Year-End Planning Letter

Brown Advisory

2020 Year-End Planning Letter. ajackson. Thu, 11/19/2020 - 08:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors.

Local Media: How to Land Interviews in Your Backyard


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.

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5 Things Clients Look for in a Financial Advisor

C2P Enterprises

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.

Global Hiring Guide: Top Emerging Fintech Hubs

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

The Man Who Retired at 27: Why You Should Consider House-Hacking

Mr. Money Mustache

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.

Happy Thanksgiving & Personal Update! (Video)

Indigo Marketing Agency

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.

Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

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.

The Money Tasks You’re Avoiding And How To Make Progress (Part 1)

Workable Wealth

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 HR Compliance Playbook: How to Improve Speed-to-Hire

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

The time has finally come

Truemind Capital

🔊 Play Audio. In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash.

The Importance of Talking with Your Kids about Finances When Times are Tough

Yardley Wealth Management

The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. The Importance of Talking with Your Kids about Finances When Times are Tough. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. The recent news on job loss is staggering.

Finance Students Job Preparation Ideas in Times of Pandemic

International College of Financial Planning

It is not common for fresh graduates to be left in a lurch while they had planned a successful transition to becoming a working professional. Unfortunately that’s what the coronavirus pandemic has done to hundreds and thousands of students worldwide. The good news, however, is that all is not lost. The world hasn’t come to an end (and isn’t likely to), scientists are working overtime to develop a vaccine and many world economies are slowly limping back to normalcy.