Wealth Management

JULY 18, 2025

For authors and artists, this type of planning has traditionally included managing intellectual property, such as copyrights, licensing agreements and royalty streams, to ensure financial continuity for heirs or beneficiaries.

Estate Planning

Wealth Management

JULY 18, 2025

North Carolina launched a special license designation for care agencies investing in workforce improvements. Staffing shortages have forced 69% of DSP service providers to stop accepting new clients. 14 Another 39% have discontinued programs. 16 State Reform Efforts States have introduced some innovative reforms.

Estate Planning

Wealth Management

AUGUST 6, 2025

About the Author Anna Sulkin Stern Legal Editor, Trust & Estates Anna Sulkin is a legal editor at Trusts & Estates magazine. She is licensed to practice law in New York.

Estate Planning

The Big Picture

AUGUST 5, 2022

After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. Quanta Magazine ). . • The U.S. taxpayers millions of dollars ended up in China. Lapham’s Quarterly ). citizens.

License

The Big Picture

MAY 1, 2023

Quanta Magazine ) • Why More Americans Are Using Fake License Plates and Getting Away : With It The old system of traffic control is breaking down. Bloomberg ) • The Computer Scientist Peering Inside AI’s Black Boxes : Cynthia Rudin wants machine learning models, responsible for increasingly important decisions, to show their work.

Math

Million Dollar Round Table (MDRT)

APRIL 23, 2023

Now, because of the opportunities that Zoom provides, she has licenses and clients in 12 states. This was excerpted from the March/April 2023 Round the Table magazine article, “ Building rapport remotely.” Takeaway: Not all remote connections have to happen in the same virtual space.

Clients

The Richer Geek

MARCH 23, 2022

Hair is a persistent and aggressive litigator licensed and has clients from all over the world. He’s an aggressive and relentless litigator, is licensed in multiple states, and boasts clients from around the world. So, I think this will be extremely exciting in some good content.

Insurance

Yardley Wealth Management

OCTOBER 26, 2020

I had the opportunity to share my thoughts on Social Security with Tracey Longo at Financial Advisor Magazine for her article Advisors Concerned As Covid Speeds Projected Social Security Shortfall. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey.

Wealth Management

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business. Tip adapted from SELF Magazine 8 A man tells you there are 12 seconds in a year. Did you know there are some tax considerations when starting a new hobby? Then, hinge at your hip and lean over your front leg.

Marketing

Clever Girl Finance

JUNE 27, 2023

Likewise, you can easily get a position if you’re an LMHC (licensed mental health counselor), an LPC (licensed professional counselor), or LFMT (licensed family and marriage therapist). Digital Editor Publications like newspapers and magazines have editors. Digital editors also plan, coordinate, review, and edit content.

Certification

Clever Girl Finance

DECEMBER 21, 2022

Before you subscribe to bridal magazines, schedule venue tours, or book a dress shopping appointment, know what you can spend before you spend it. In most states, you can get a marriage license for less than $100. How to achieve your financial goals while paying for a wedding. Having a budget is key to reaching your financial goals.

Budgeting

Clever Girl Finance

JULY 6, 2023

Comparatively, accounting requires more formal training and licensing. You’ll need to obtain the proper licensing for your state , set up a welcoming care space, and consider how you’ll handle the thousand things that kids can need. First, you need to obtain a real estate license and take an exam.

Clients

Inside Information

MARCH 29, 2023

I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program. Surely this was a genuinely terrifying new competitor to financial planners—right?

Financial Planner

Yardley Wealth Management

JULY 10, 2020

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey. The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity?

Financial Planning

Tucker Advisors

SEPTEMBER 27, 2021

As Time Magazine pointed out with a story in October of that year, insurance companies operate differently than banks. Time Magazine ( [link] ) 2. Insurance-only agents are not licensed to offer investment advice. After all, no one could have predicted those banks would fail, either. Sources: 1. NAIC.org ( [link] ) 3.

Insurance

Mr. Money Mustache

JULY 23, 2023

The author is Michael Easter, a former writer for Men’s Health magazine was also once catastrophically addicted to alcohol – and descended from a long family line of ancestors with the same affliction. And wow, am I glad I did so.

Medicine

Trade Brains

MARCH 31, 2023

He went further to acquire Berger Paints, Best, and Crompton in 1988; Mangalore Chemicals and Fertilizers in 1990, The Asian Age newspaper and the publisher of the film magazine, and Cine Blitz, a Bollywood magazine in 2001. He also went on the serve as the Chairman of Sanofi India and Bayer Crop Science among several other companies.

Banking

Clever Girl Finance

JULY 16, 2023

Some examples are not just your local gym but also any magazine or newspaper subscriptions that are delivered to your home. Get a new driver’s license When you move to a new state, you’ll need to update your driver’s license at the DMV. It’s another one you don’t want to skip on your moving out of town list.

Budgeting

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media. Rostad edited The Man in the Arena: Vanguard Founder John C.

Financial Advisor

The Big Picture

APRIL 29, 2023

Pour yourself a mug of coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • How New York and California Botched Marijuana Legalization : Steep taxes and heavy regulation are making it hard for licensed pot sellers to operate in some states, driving more producers and buyers to illegal outlets.

Math

The Better Letter

FEBRUARY 1, 2024

Life magazine declared : “In [1776] England lost her American colonies. Life magazine said it wasn’t one of the band’s great albums. The broadcast drew a then-record of more than 73 million viewers (60 percent of all viewers), as compared to 21 million on a typical week. Popular culture was forever altered.

Numbers

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.

Insurance

Clever Girl Finance

NOVEMBER 20, 2023

Get rid of subscriptions and services The cost of cable, streaming services, cell phones, magazines, and more will continue to be charged to the deceased unless you cancel the accounts. However, you can get started with this checklist when someone dies to help you close accounts: Contact DMV to cancel their driver’s license, if applicable.

Certification

Abnormal Returns

JULY 27, 2024

pv-magazine-usa.com) Home A first-hand account of how going electric saves money. msn.com) How to better license retail psychedelic retailers. (mentalfloss.com) The states with the highest auto insurance premiums. axios.com) Solar Global solar panel manufacturing capacity exceeds demand.

Food

The Big Picture

MAY 30, 2023

And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. Black Enterprise was created by a hardscrabble black entrepreneur, Ebony Magazine. I have a professional, I’m sorry, a competitive auto racing license.

Banking

The Big Picture

JANUARY 24, 2023

We had Ziff Davis magazines that we sold to Mr. Son and started Masayoshi Son’s career. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas.

Investments

The Big Picture

SEPTEMBER 5, 2023

And so it’s become more and more heated to the point where the appraisal subcommittee, which is allowed to monitor and review the appraisal foundation, the appraisal foundation is basically to maintain the verbiage of our license, our certification, what we’re supposed to do. And that’s mainly what these are.

Sales

Sara Grillo

SEPTEMBER 26, 2022

In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

CFP

The Big Picture

JUNE 20, 2023

She has worked at “Money Magazine”, “Forbes”, “Worth”, all over the place. You started as an assistant editor at Vogue Magazine in the late ’70s. RITHOLTZ: They just wanted to have a little, “Hey, let’s speak to women in our magazine.” MORGENSON: Jim Michaels, who was the editor of “Forbes” magazine.

Insurance

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: I’m trying to remember which magazine it was, might have been Fortune, declared him the greatest CEO of the 20th century. COHAN: And then — RITHOLTZ: By the way, Graydon was the publisher, you’ll remember this, in the ‘80s, of Spy magazine — COHAN: Yes, he was. RITHOLTZ: Yeah. I’m under Graydon.

Engineering