November 2023

Does your tax adviser know the rules? Probably not, which is why reform is needed

Does your tax adviser know the rules? Probably not, which is why reform is needed

Kim Moody: The vast majority of Canadian accountants only have a very basic understanding of income tax law https://financialpost.com/personal-finance/taxes/does-tax-adviser-know-rules-probably-not-reform-needed #financialfreedom #money #entrepreneur #business #finance #investing #financialliteracy #success #investment #wealth #motivation #financialindependence #passiveincome #personalfinance #realestate #stockmarket #debtfree #entrepreneurship #invest #bitcoin #creditrepair #debtfreecommunity #investor #trading #workfromhome #stocks #credit #financialeducation #bhfyp

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Pros and Cons of Money Market Funds

Pros and Cons of Money Market Funds

Money market funds are mutual funds that focus on short-term, low-risk investments. They could lead to better returns than you might have with savings accounts or similarly named money market accounts—especially when interest rates are on the rise. But like any investment, they aren’t risk-free. Consider these pros and cons before investing in money market

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Marketing and Sales Alignment: Driving the Eight-Figure Exit

Marketing and Sales Alignment: Driving the Eight-Figure Exit

Have you ever considered the relationship between your RIA’s marketing and sales departments? Are they working in harmony to achieve the same goal, or do they operate as separate entities that occasionally cross paths? Marketing and sales alignment is an essential element in creating sustainable growth for the eight-figure exit. In this entry, I’m going

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The Stash 100: Money tips everyone needs to know 

The Stash 100: Money tips everyone needs to know 

You want to be better with money but don’t know where to start. This year, with high inflation, the return of student loan repayments, and global uncertainty—perhaps your finances have paid the price.  All that to say: Improving the bottom line has never been harder for hardworking Americans. So in service of helping you get

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PenFed Gold Visa® Credit Card Review 2023

PenFed Gold Visa® Credit Card Review 2023

PenFed Credit Union offers many great credit cards, and anyone can become a member of the credit union. This PenFed Gold Visa® credit card review helps you determine if this basic credit card is right for you or if another option is better. PenFed Gold Visa® Credit Card Highlights PenFed Gold Visa® Credit Card: Main

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ResidentShield Renters Insurance Review 2024

ResidentShield Renters Insurance Review 2024

Sarah Schlichter writes for NerdWallet. Email: sschlichter@nerdwallet.com. The article ResidentShield Renters Insurance Review 2024 originally appeared on NerdWallet.

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10 Best 2% Cash Back Credit Cards

10 Best 2% Cash Back Credit Cards

Have you ever found yourself confused by the rewards programs offered by the most prestigious rewards credit cards? Whether cash back or travel points, the most valuable lucrative rewards programs tend to be convoluted, making it difficult to figure out how to earn and redeem points. By comparison, a good 2% cash-back credit card can

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6 retirement strategies that don’t get talked about enough

6 retirement strategies that don’t get talked about enough

Jason Heath: These alternative strategies can help you achieve the best retirement possible https://financialpost.com/personal-finance/retirement/6-strategies-dont-get-talked-about-enough #financialfreedom #money #entrepreneur #business #finance #investing #financialliteracy #success #investment #wealth #motivation #financialindependence #passiveincome #personalfinance #realestate #stockmarket #debtfree #entrepreneurship #invest #bitcoin #creditrepair #debtfreecommunity #investor #trading #workfromhome #stocks #credit #financialeducation #bhfyp

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2024 Income Tax Brackets And The New Ideal Income

2024 Income Tax Brackets And The New Ideal Income

The IRS has introduced new income limits for its seven tax brackets for 2024. Thankfully, the thresholds have all increased by 5.4% to account for inflation. In 2023, the IRS expanded its tax brackets by a historically large 7%, reflecting last year’s elevated inflation. Although it’s getting harder and harder to earn a top one

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Sales Projections and Your RIA’s Health: A Financially Simple Guide

Sales Projections and Your RIA’s Health: A Financially Simple Guide

Sales are a vital part of any business. Without them, your company won’t last very long. But what can we learn from them? It may be tempting to view sales projections as just a way of determining what your year-end revenue might look like, but you’d be missing the full picture if you do. You

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9 Types of Home Insurance Policies

9 Types of Home Insurance Policies

Cassidy Horton writes for NerdWallet. Email: articles@nerdwallet.com. The article 9 Types of Home Insurance Policies originally appeared on NerdWallet.

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Digital Nomad 101: The Ultimate Starter Guide (2024)

Digital Nomad 101: The Ultimate Starter Guide (2024)

Do you dream of making your office anywhere you are on the globe? If so, the digital nomad life is calling your name. Let me break it down for you: I kicked things off in Pakistan, landing my first writing gigs. When I hit Switzerland for grad school, my work rolled right along with me.

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12 Terrible Financial Decisions Everyone Will Probably Make Once

12 Terrible Financial Decisions Everyone Will Probably Make Once

Money matters can be tricky, and almost everyone is bound to stumble upon a few financial pitfalls at some point in their lives. Whether it’s the allure of instant gratification, the temptation to overspend, or the failure to plan for the future, making terrible financial decisions is a universal experience. 1. The Impulsive Splurge Photo

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Does an Overdraft Affect Your Credit Score?

Does an Overdraft Affect Your Credit Score?

You’ve just received that dreaded text alert from your bank: your checking account has dipped below zero. A rush of questions flood your mind, and perhaps the most urgent among them is, “Will this overdraft… The post Does an Overdraft Affect Your Credit Score? appeared first on Crediful. https://www.crediful.com/does-an-overdraft-affect-your-credit-score/ #financialfreedom #money #entrepreneur #business #finance #investing

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What Is Cybersecurity?

What Is Cybersecurity?

The importance of cybersecurity is increasing as cyberattacks become more prevalent and the damage they cause increases. Whether you manage finances online, have social media profiles or want to keep your personal information private, implementing a few cybersecurity best practices can help. What Is Cybersecurity? Cybersecurity refers to the wide range of processes and tools

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12 Signs Someone Is Emotionally Immature

12 Signs Someone Is Emotionally Immature

Emotional maturity is like a compass that guides how people navigate through life and interact with others. Just as a lack of direction can lead to getting lost in unfamiliar terrain, emotional immaturity can lead to confusion and difficulties in relationships and personal growth. 1. Difficulty Handling Criticism Photo Credit: Shuttersstock. Individuals who struggle with

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Gen Z’s “Soft Saving” Trend Could be Disastrous in the Long Run

Gen Z’s “Soft Saving” Trend Could be Disastrous in the Long Run

Studies show that Gen Z is focusing less on aggressively saving for early retirement and more on enjoying life in the present. This “soft saving” trend prioritizes quality of life and living in the moment over amassing savings. While resistance against hustle culture is good for mental health, not taking advantage of saving young could

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What Is a Loan Modification?

What Is a Loan Modification?

A loan modification is a permanent change in the terms of an installment loan—most commonly a home mortgage, auto loan, student loan or personal loan. Loan modification is intended to make payments more affordable for borrowers facing financial hardship. How Loan Modification Works Lenders are not obligated to provide loan modifications but may do so

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Don’t Open Another Savings Account Until You Read This

Don’t Open Another Savings Account Until You Read This

Millions of individuals across the world live in debt. However, some live with their debt more comfortably than others, while others neglect to pay off their debt and ignore collection calls and loan payments, further piling up excess debt. However, if you have a significant amount of debt, is it worth putting some money into

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