2021

article thumbnail

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.

article thumbnail

Keep Going: Valentino’s Story

MazumaBusinessAccounting

On October 16, 2021, Valentino Luna launched Corporate Diagnostic Center and D.K. International Corporation. That day also marked a meaningful anniversary for Valentino.

Food 111
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

Taxes 75
article thumbnail

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.

article thumbnail

How Automation Can Streamline Your Month-End Close Process

Start the new year with powerful automation for your month-end close and reconciliation process. See how automation can change the trajectory of the close, buy back time, instill more confidence in the results, eliminate administrative headaches and be audit ready.

article thumbnail

Narrowing Leadership

Andrew Thrasher

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

59

More Trending

article thumbnail

10 Risk Professionals You Should Follow

Risk Management Guru

Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise.

article thumbnail

Employee Stock Purchase Plan (ESPP): The 5 Things You Need to Know

Cordant Wealth Partners

In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy.

Taxes 59
article thumbnail

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.

article thumbnail

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.

article thumbnail

Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

article thumbnail

Why a Stock Peak Isn’t a Cliff

ClearMoney

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.

article thumbnail

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.

article thumbnail

Keep Going: Wendy’s Story

MazumaBusinessAccounting

Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling.

Clients 105
article thumbnail

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?

article thumbnail

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.

article thumbnail

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.

article thumbnail

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?

article thumbnail

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.

article thumbnail

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.

52
article thumbnail

Quick Guide to Digital Lending for Regional & Community Banks

Ever wonder how some regional and community banks are able to outperform their larger rivals? One of the biggest keys to this success lies in digital transformation. In fact, digital lending technologies are helping banks make the transition faster so they can compete more effectively. Read this eBook to learn how to use lending technology to transform your bank’s outcomes, too!

article thumbnail

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.

article thumbnail

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.].

article thumbnail

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.

article thumbnail

Demystifying Systematic Fixed Income Investing

ClearMoney

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

article thumbnail

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.

article thumbnail

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.

article thumbnail

5 Financial Tips All Business Owners Should Know

MazumaBusinessAccounting

Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks.

Taxes 105
article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

Accounting For Good farewells Castlereagh Street

Accounting for Good

The post Accounting For Good farewells Castlereagh Street first appeared on ACCOUNTING FOR GOOD

article thumbnail

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.

Taxes 52
article thumbnail

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.