Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement.

9 Must-Do Financial Tasks To Check Off Your Year-End List

Gen Y Planning

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022.

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How the Best Financial Advisors Differentiate Themselves (Video)

Indigo Marketing Agency

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year.

Narrowing Leadership

Andrew Thrasher

Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics.


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.

Our DIY Heat Pump Install – Free Heating and Cooling for Life?

Mr. Money Mustache

A work of art. To most of the Internet, Mr. Money Mustache is known as the quirky early retirement financial guy, and this is a blog about Money. But really, I’m not a finance guy – someone who devotes most of his time to optimizing money.

More Trending

Investing in the Most Promising Asset Class - Crypto Assets

The Richer Geek

We have Shahar Abrams. And we are going to talk with Shahar about crypto. And I think everyone has questions. He’s passionate about helping my clients form, plan, and execute effective crypto investment strategies hand-tailored to their personal and financial goals.

SEO for Financial Advisors: The Key in Keywords

Advisor Websites

Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients.

Jim Cramer and Stock Picking Performance… Booyah?

Dear Mr. Market

Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners.

Why a Stock Peak Isn’t a Cliff


The following is provided by Dimensional Fund Advisors. Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.

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.

Ohhh Omicron! From Panic to Possibility

Investing Caffeine

I f you have recovered from your Thanksgiving turkey and stuffing food coma, you have probably woken up to the sound of a new health scare alarm …Omicron. Where does the name Omicron come from, and why is it named after a Greek alphabet letter?

5 Reasons to Consider a Solo 401(k)

The Chicago Financial Planner

For those of you who are self-employed it is important that you save for your own retirement. Building a business is hard work. For business owners who work solo, or who have a spouse and/or a partner in the business with them, a Solo 401(k) may be the right option.

A Penny Saved Is A Penny Earned, Or Is It Invested?

Gen Y Planning

You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything?

How to Make a Good First Impression With New LinkedIn Connections (Video)

Indigo Marketing Agency

If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today.

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.

Blog #215: Three Good Ideas

Robert B. Ritter Jr.

(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.

My Interview on the Excess Returns Podcast

Andrew Thrasher

I had the great honor to be interviewed on the Excess Returns podcast – hosted by Jack Forehand, CFA and Justin Carbonneau.


Learn How to Invest Outside of the Stock Market

Fortune Financial

Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations.

Note Investing Option

The Richer Geek

Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked avenues of real estate investing: residential mortgage notes.

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.

Microsoft Deferred Compensation Plan (DCP): 2022 Enrollment Guide

Cordant Wealth Partners

[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. We will update the post as soon as Microsoft releases any updates for 2022.].

Turn off your TV and enjoy your family, friends & some turkey!

Dear Mr. Market

Dear Mr. Market: When it comes to the stock market it’s easy to see the road we just traveled; what’s more difficult is trying to assess and figure out where we’re going.

Demystifying Systematic Fixed Income Investing


The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35

An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.

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.

Social Security and Working – What You Need to Know

The Chicago Financial Planner

In today’s world of early or semi-retirement, many people wonder when they should begin taking their Social Security benefits. The combination of Social Security and working can complicate matters a bit.

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

Zajac Group

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.

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Why Do People Hire a Financial Advisor? (Video)

Indigo Marketing Agency

Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin.

No Red Blood, Just Green Flood

Investing Caffeine

Normally, investors equate the month of October with scary, blood-curdling screams because horrifying losses during the 1929 and 1987 crashes occurred during this month.

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.

Using Drawdown Data As A Market Indicator

Andrew Thrasher

Before we dive into today’s post I wanted to share that my weekly Thrasher Analytics letter is 20% off for Black Friday until December 1st.

How to Protect Yourself From Identity Theft

Fortune Financial

As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3

Stress Free Money

The Richer Geek

Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor.