January 2024

Optimizing Your Marketing Department: KPIs for RIAs to Track

Optimizing Your Marketing Department: KPIs for RIAs to Track

As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this […]

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Smart Money Podcast: Wrinkles and Wealth: Navigate Skincare Costs and Net Worth Goals for Retirement

Smart Money Podcast: Wrinkles and Wealth: Navigate Skincare Costs and Net Worth Goals for Retirement

Sean Pyles writes for NerdWallet. Email: spyles@nerdwallet.com. Twitter: @SeanPyles. Sara Rathner writes for NerdWallet. Email: srathner@nerdwallet.com. Twitter: @sarakrathner. The article Smart Money Podcast: Wrinkles and Wealth: Navigate Skincare Costs and Net Worth Goals for Retirement originally appeared on NerdWallet.

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IRS Launches Free File With Major Eligibility Expansion

IRS Launches Free File With Major Eligibility Expansion

Evgeny Atamanenko / Shutterstock.com As the 2024 tax season rapidly approaches, the IRS has launched its Free File program with an historic expansion to eligibility. This year, anyone who earned an adjusted gross income (AGI) of $79,000 or less in 2023 can access guided tax prep that’ll help them file their federal taxes online for

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The 7 Best Low-Risk Investments

The 7 Best Low-Risk Investments

Whether you’re nearing retirement or simply looking for ways to minimize your investment risk as much as possible, there are several types of securities that can help you accomplish your goal. Of course, low-risk investments typically come with lower returns, especially in the long run. So, as you decide which securities to include in your

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Pretax vs. After-Tax Investing: Which Is Better?

Pretax vs. After-Tax Investing: Which Is Better?

The way you invest can affect how much you owe in taxes. Some investment accounts offer tax breaks today, while others help reduce your tax liability in retirement. Each has its own pros and cons. Finding the right balance is an important part of managing your money, especially when you’re relying on your nest egg

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70+ Wedding Ideas on a Budget

70+ Wedding Ideas on a Budget

According to Zola’s wedding planner guide, the average wedding in 2023 cost couples $29,000. If you live in higher cost-of-living cities such as New York or DC, you can expect that price to hover closer to $45,000.  But the good news is that there are still ways to plan a budget-friendly wedding. We’ve come up with

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An Extended Car Warranty Is Probably Not Worth The Cost

An Extended Car Warranty Is Probably Not Worth The Cost

In December 2016, I purchased a 2015 Range Rover Sport with 10,800 miles. At the time, I had been driving a Honda Fit but sought a larger vehicle as my wife was expecting in early 2017. During the purchase, the option to acquire an extended car warranty was presented, offering coverage for seven years or

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4 Cash Advance Apps That Don’t Require Direct Deposit

4 Cash Advance Apps That Don’t Require Direct Deposit

The post 4 Cash Advance Apps That Don’t Require Direct Deposit appeared first on Millennial Money. To qualify for a cash advance, most apps require that you have direct deposit. If you don’t use direct deposit, you may wonder if you’re out of luck. Fortunately, there are cash advance apps that don’t require direct deposit.

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FP Answers: What happens to TFSA contributions and limits once a spouse dies?

FP Answers: What happens to TFSA contributions and limits once a spouse dies?

No, you do not now have twice as much TFSA room https://financialpost.com/personal-finance/tfsa-contributions-limits-once-spouse-dies #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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America’s 10 Best Travel Destinations for Foodies in 2024

America’s 10 Best Travel Destinations for Foodies in 2024

Michael Rosebrock / Shutterstock.com Historical landmarks, sandy beaches and snowy mountaintops aren’t the only attractions that draw in tourists. Food has a special way of touching hearts and making places feel special. If that’s the driving motivator behind your travel plans, TripAdvisor is helping you narrow down your vacation destination search. The site recently released

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What Is Foreclosure?

What Is Foreclosure?

Foreclosure is when a lender takes possession of a home because a borrower fails to repay their mortgage. It’s a harrowing experience for any homeowner, and it has serious consequences for your credit. Because foreclosure forces occupants to vacate a home, it is a regulated process that requires multiple notices to the borrower and, often,

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CFPB: ‘Enormous’ Savings for Americans by Limiting Overdraft Fees

CFPB: ‘Enormous’ Savings for Americans by Limiting Overdraft Fees

Cara Smith writes for NerdWallet. Email: cara.smith@nerdwallet.com. Twitter: @https://twitter.com/caramichelles. The article CFPB: ‘Enormous’ Savings for Americans by Limiting Overdraft Fees originally appeared on NerdWallet.

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Don’t Fall Victim to Mimetic Desire

Don’t Fall Victim to Mimetic Desire

I have a friend who is really into cars. He talks about different models and how some guy owns this, another guy owns that, and a third guy owns something else. They’re all nice cars (I presume). And the people are all people he looks up to (again, I presume). He gets really animated whenever

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How Long Does It Take for My Credit Card Payment to Post?

How Long Does It Take for My Credit Card Payment to Post?

Wondering when your credit card payment will be posted? Typically, a credit card payment takes one to five business days to post to your account. Fortunately, your payment may be considered on time even if it hasn’t been posted. How Long It Takes for a Credit Card Payment to Post It generally takes one to

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Inside Look At How HR Lays Off An Employee: Severance Insights

Inside Look At How HR Lays Off An Employee: Severance Insights

In a compelling TikTok video, Brittany Pietsch chronicles her own experience of being laid off at Cloudflare, a publicly-traded tech company. The call involves an HR (Human Resources) representative named Rosie and another man, presumably also from HR. The man begins by asserting that Brittany did not meet Cloudflare’s performance expectations, but Brittany interrupts him,

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Upgrade’s Rewards Checking Plus Review 2024

Upgrade’s Rewards Checking Plus Review 2024

Choosing the best checking account can feel like finding a needle in a haystack. With so many online options available today, you have many options for no-fee accounts. But what if you want something more, like cash back? That’s also possible with accounts like Upgrade’s Rewards Checking Plus account. Upgrade has been around since 2016,

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