how-it-works 
Clever Girl Finance
JANUARY 22, 2024
If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Budget counseling can teach you how to budget and budgeting methods. Plus how to protect your credit scores and other key financial strategies. Plus how it works and how to get the help you need.
Clever Girl Finance
JANUARY 9, 2024
Table of contents The basics Types How does a living trust work? How to get started Pros Cons Expert tip: Consider a joint trust if you’re married Who are living trusts best for? You can use the trust to specify exactly how you want your assets distributed. Living will and trust: What’s the difference?
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Trade Brains
DECEMBER 31, 2023
These capital gains are a part of your taxable income based on how long you stay invested in the asset. But now, you might be thinking, what is it and how does it work? Based on how long you have held the asset, the tax you pay depends on whether it’s short-term capital gains (STCG) or long-term capital gains (LTCG).
Validea
SEPTEMBER 20, 2023
As is usually the case with all investing tools, the answer is “it depends” In this episode, Lee Boudouris of Sunpointe Investment joins us to look at how direct indexing strategies work and the pros and the cons of the approach. Many believe that direct indexing will be the next big trend in investing.
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If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel! No, don't answer that, of course you would!
Nerd's Eye View
JULY 11, 2022
Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication.
Clever Girl Finance
AUGUST 15, 2022
In this article, we will discuss how to talk about finances when married. Be honest - how are you and your spouse doing financially? How many kids are you looking to have? Knowing and understanding how you want to raise them will be key. Let's dive right in! Why handling finances in marriage is so important.
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Hard work alone is not enough for month-end close best practices. Discover how your organization can achieve a Happily Ever After close. Happily Ever After doesn’t just happen, except of course, in fairy tales. It requires discipline, teamwork, and the right tools. All of this is within reach.
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Understanding how they work and how to best utilize them for your banks is key toward success. Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank.
Advertiser: G-P
Did you know 86 percent of workers wouldn’t apply to or continue to work for a company with a bad reputation? This statistic should be enough to help your company understand how your employer brand not only affects your reputation and performance, but your ability to attract and retain global talent.
Advertiser: G-P
The global work environment has changed — companies are rapidly replacing traditional 9-to-5 office-based roles with a flexible, remote-first workforce. Remote work has opened the doors to hiring the best talent, wherever they may live. Download this eBook to learn: How to succeed by building talent hubs around the world.
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Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Traub even dives into communication styles, teamwork, and how to best operate along the way. Download to learn about all of this in Biz2X's latest.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. Profession leaders are urging you to diversify your financial skills and distance yourself from compliance work. You're known as the “go-to” person when a client is faced with tax and financial decisions.
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