CFO News Room

NOVEMBER 9, 2022

There are many ways to build long-term wealth without an actual J-O-B. Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. Let’s review some of the best ones to consider for your portfolio and how they work. #1:

Profit and Loss 130

Profit and Loss Investments Accounting Marketing 130

CFO News Room

NOVEMBER 18, 2022

While that’s not a ton of money, it’s better than nothing – and way more than enough to start building toward the lifestyle you want. . The key to making your $500 grow is to put in an investment that suits your risk tolerance and goals and add more regularly. The stock market is one of the best options for your $500.

Investments 130

Investments Finance Accounting Banking 130

CFO News Room

FEBRUARY 2, 2022

Building wealth and achieving financial independence is fairly straight forward. Tell us a little bit about what you’re excited about, what your mission is right now, and why you have a squat rack over your right shoulder. I just kind of figured that you had to be super rich in order to quit your job early.

Finance 130

Finance Accounting Investments Securities 130

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! He can be reached at [email protected]. Team Kitces.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). He can be reached at [email protected]. We recognize (and appreciate!)

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Author: Michael Kitces. Team Kitces.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 17, 2022

He can be reached at [email protected]. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Education 130

Education Planning Benchmarking Investments 130