Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 216

Financial Planner Communication Electronics Retirement 216

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 189

Financial Planner Financial Services Electronics Compliance 189

International College of Financial Planning

JULY 9, 2022

To plan for retired life important thing is financial plan. Certified Financial Planner can guide us in the early stage of life best for retirement financial planning. A Certified Financial Planner will help you determine your retirement goals based on your current income, expenses and future needs.

Certified Financial Planner 40

Certified Financial Planner Financial Planner Retirement Planning Retirement 40

Sara Grillo

OCTOBER 18, 2022

Digitization is especially beneficial for entrepreneurs with disabilities, as electronic files are often easier to find and manage than paper records. About 10 years into his career, he saw a need for financial planners who specialize in helping individuals and families living with disabilities.

Financial Planner 59

Financial Planner Business Planning Electronics Planning 59

Your Richest Life

NOVEMBER 22, 2023

Generally, electronics like tablets, computers, laptops and TVs, and some small home appliances, are some of the best deals on Black Friday and Cyber Monday. Instead, make a list ahead of time of the gifts you plan to buy, or even bigger ticket items that you’ve been planning to buy, but wanted to wait for a good deal.

Budgeting 52

Budgeting Financial Planner Electronics Planning 52

Your Richest Life

DECEMBER 8, 2023

Try to set up both physical and electronic folders now so that as you come across pertinent documents, emails and receipts, you can file them away so they’re ready for tax time. The post The Year End Financial Data You Need appeared first on Your Richest Life. For more information on the services offered, contact Katie today.

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Accounting Financial Planner Electronics Taxes 52

WiserAdvisor

DECEMBER 1, 2023

This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences. This can create a potential conflict between an individual’s present lifestyle and long-term financial goals.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59