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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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Mastering Financial Services with Cash Flow Management

CFO Plans

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. A well-structured budget serves as a roadmap, guiding businesses toward prudent financial decisions and sustainable growth.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. She joins Barry Ritholtz to discuss what you need to know about planning for retirement. She’s published numerous books on money investing and retirement.

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The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

These discussions can range from talent development and succession planning to how to systematize and scale their marketing alongside their planning and investment services. And as more conferences are announced in the coming months, we'll continue to update the Master Conference List well into the coming year!). Read More.

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Business tax planning during times of uncertainty

CFO Dive

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

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Tax Planning and Accounting: Essential Strategies for Small Businesses

CFO Plans

Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. In conclusion, effective tax planning and accounting are vital for the success of small businesses.

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The Future of Business Accounting

CFO Plans

For instance, a mid-sized manufacturing company saw a 15% increase in profitability within a year of engaging an outsourced CFO who streamlined their budgeting and forecasting processes. Financial consulting for real estate offers tailored advice on investment strategies, cash flow management, and property valuation.