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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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Stars Of China 2024: Innovation Nation

Global Finance

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Navigating the Complexities of Tax Compliance for Financial Services

CFO Plans

This diligence enabled them to claim substantial deductions, significantly reducing their tax burden and enhancing their financial health. As a result, they were able to invest more in innovation, fueling further growth.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Financial Planning for Efficient Financial Management

Spreadym

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.

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