PYMNTS

OCTOBER 26, 2017

Even with a very modest lifestyle in poverty incomes, you have balanced budgets and people who put money in an envelope every week, even if it is only $1. If these people were offered something more palatable, what kind of economic opportunity would that open for them? Needing to borrow the money is a form of failure or poverty.

Math 49

Math Education Finance Budgeting 49

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Revenue is inflows that increase economic wealth. Expenses are outflows of cash that decrease economic wealth. Budget vs. Actual Report. Accrual-Basis Accounting.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Ken Rogoff is an esteemed professor of economics at Harvard University. Cash is also how many people budget, since what they see is, literally, what they can spend. But, instead of Ryan Seacrest, you have me.

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. So at the moment, Monarch Money is a phenomenal budgeting app, never ad-supported, never will be.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. Michael: So where do you think about setting that threshold just relative to your business and economics? Michael: So help me understand a little more, what was compliance concerned about?

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And we don’t want that.”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.

Planning 130

Planning Investments Accounting Math 130