Category: LOANS & MORTGAGES

[ad_1] New research from eMoney Advisor suggests that when it comes to chasing down their financial goals, many clients have a difficult time finding the motivation to even stay in the race. Released last week during the 10th annual eMoney Summit event, the analysis coincided with the theme of this year’s virtual gathering of more… Continue reading How financial advisors should handle clients who lack motivation

[ad_1] By Michael S. Fischer October 24, 2023 at 09:05 PM More states are on track to follow suit, an advocacy group says. Next Gen Personal Finance is a nonprofit advocacy group whose mission is to see that by 2030, all U.S. high school students will be guaranteed to take at least a one semester-long personal finance… Continue reading These 11 States Require Financial Ed to Graduate High School

[ad_1] The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm. But there are ways to avoid pitfalls, mishaps and selling to the wrong RIA rollup or aggregator.… Continue reading M&A tips at Schwab Impact

[ad_1] Melissa Ellis recalls the day a new client, who was going through divorce, admitted that she didn’t know how to access her own bank account.  The woman’s soon-to-be ex-husband had financially abused her for years, said Ellis, a certified financial planner and certified divorce financial analyst who is the founder of Overland Park, Kansas-based… Continue reading How financial advisors can help prevent domestic violence

[ad_1] Today’s inflationary climate reminds us why investing is so important. Inflation was 3.7% in September 2023, according to the Bureau of Labor Statistics (BLS). While this is much lower than June 2022 (9.1%), it is still stubbornly above the Federal Reserve’s 2% target. Some inflation is normal, regardless of economic conditions. But it still… Continue reading 6 Year-End Investing Tips That Savvy Investors Make

[ad_1] Earlier this year, psychiatrist and author Gregory Scott Brown published an article on meaningful living. He shared research showing that people who were more optimistic for the future and focused on fulfillment instead of happiness were better off than others whose emotions were tied to day-to-day events. In his view, feeling grateful for today… Continue reading An unexpected place to find life’s fulfillment: Talking to an advisor

[ad_1] For almost as long as commerce has existed, small business owners have struggled with managing their finances and taxes, while at the same time running the operational side of their businesses. In the U.S., many of these entrepreneurs have long relied on the services of tax professionals or CPAs for year-end compliance needs, and… Continue reading How to Solve Clients’ Sales Tax Compliance Headaches with Smart Outsourcing

[ad_1] The estate of actor James Caan lost its five-year quest to avoid paying nearly $1 million in tax deficiencies and penalties relating to a partnership interest in a hedge fund in his IRA. James Caan died last year after appearing in more than 100 television shows and films, including “A Bridge Too Far” in… Continue reading James Caan’s IRA penalty upheld in tax court

[ad_1] Thinking about selling your business? You probably aren’t surprised to hear that there are many moving parts to getting a deal done, from due diligence and legal agreements to financial reporting and tax strategies. All require careful planning to achieve an outcome that’s in line with your goals. But often, the biggest… Continue reading Preparing Emotionally For The Sale Of Your Business

[ad_1] click to enlarge YouTube Screen Capture / Texas Financial Advisory Financial advisor and radio host Brooklynn Chandler Willy speaks during one of her YouTube shows. A recently filed lawsuit accuses San Antonio-area financial advisor and radio host Brooklynn Chandler Willy and others of orchestrating a scheme to lure clients into risky, unregistered investments in… Continue reading San Antonio financial guru, radio host Brooklynn Willy faces fraud suits | San Antonio News | San Antonio