Nerd's Eye View

JUNE 20, 2023

What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared financially for their retirement, they may not be prepared mentally for the transition to a life that is separate from their career identities.

Leadership 94

Leadership Planning 94

Barry Ritholtz

OCTOBER 7, 2023

Be sure to check out our Masters in Business next week with Michael Carmen , Head of Private Markets at Wellington Management Company. The firm was founded in 1933, hired John C. Bogle in 1951, and today manages over $1 trillion dollars.

Education 130

Education Planning Marketing 130

CFO News Room

JANUARY 26, 2023

And it may just be the strategy that frees you up to take on even bigger challenges in life. But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel. Even if you never retire early, just knowing that you can is liberating! Yeah, sure.

Investments 130

Investments Planning Accounting Securities 130

Nerd's Eye View

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families.

Education 92

Education Planning Advertising Leverage 92

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Education 98

Education Math Planning Leverage 98

Future CFO

APRIL 1, 2024

In today's A Day in the Life interview, Juvanus Tjandra (pictured), Partner, Advisory, KPMG in Singapore shares what excites him the most when working with finance leaders and what he has learned from interacting with them. FutureCFO: What does a typical day look like for you? The role of CFOs has shifted dramatically.

Finance 52

Finance Risk Management Practice Management Budgeting 52

Focus CFO

FEBRUARY 13, 2024

As Strategic Partners of the Exit Planning Institute, we were thrilled to share our insights on dual-track financial planning at a recent EPI 'Think Tank' session. They emphasize the importance of synchronizing dual-track financial planning for both the owner's personal financial goals and the strategic growth of the business.

Planning 52

Planning 52

Generation CFO

JANUARY 4, 2022

It may be smaller than other terms, but ‘Covid’ is just as unavoidable in the cloud as it is in real life. Instead of wondering what it is and when it will disappear, many are now asking how to adapt to life alongside it. Another change to the life of finance professionals is the shift in working styles.

Finance 215

Finance CFO Accounting Currencies 215

CFO News Room

JANUARY 24, 2023

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Jennifer Climo.

Practice Management 130

Practice Management Planning Communication Leverage 130

Future CFO

MARCH 21, 2024

Chief financial officers are planning to increase budgets for employee compensation, according to a survey by Gartner, Inc. Employee compensation is second only to technology with 82% of CFOs planning an increase in 2024.

Budgeting 52

Budgeting Leadership Finance Planning 52

Future CFO

MARCH 24, 2024

Editor’s note: In this A Day in the Life interview, Alvin IP (pictured), CFO of Aspire , shared how global exposure has helped him keep up with the challenges facing a finance leader and stay open-minded to new experiences in his career journey. The post A Day in the Life: Alvin Ip from Aspire appeared first on FutureCFO.

Strategic Planning 52

Strategic Planning CFO Finance Planning 52

Nerd's Eye View

AUGUST 23, 2023

Charitable Gift Annuities (CGAs) have long been a popular way for individuals with charitable intentions to plan their legacies. in an IRA or 401(k) plan) to contribute to the Charitable Gift Annuity, they would need to withdraw – and be taxed on – those funds first. legislation at the end of 2022. Read More.

Nonprofit 92

Nonprofit Tax Planning Education Planning 92

The Finance Weekly

APRIL 6, 2024

Depreciation, subtracted over an asset's useful life, is a key tool for tax professionals aiming to lessen the income tax burden for businesses. An additional aspect relevant to NBV reporting is the salvage value, which denotes the residual value of assets at the end of their service life.

GAAP 52

GAAP Accounting Principles Financial Reporting Accounting Standards 52

Nerd's Eye View

FEBRUARY 17, 2023

Also in industry news this week: A court ruling this week vacated Department of Labor guidance that a one-time rollover recommendation from a company plan to an IRA would trigger fiduciary duty requirements under ERISA Vanguard’s CEO this week indicated the firm plans to invest heavily in direct indexing amid the growing use cases for the strategy (..)

Practice Management 76

Practice Management Compliance Planning Securities 76

CFO News Room

FEBRUARY 4, 2022

A budget is simply a spending plan that takes into account both current and future income and expenses. If you just drift aimlessly through life, tossing your money at every pretty, shiny object that happens to catch your eye, how will you ever save up enough money to buy a car, take that trip to Aruba, or put a down payment on a house?

Budgeting 130

Budgeting Planning Securities Investments 130

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 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!

Planning 82

Planning Technology Numbers Marketing 82

CFO News Room

FEBRUARY 5, 2022

If you are a government employee, retirement planning and mainstream advice about 401(k) plans and Social Security benefits probably won’t apply to you. However, there are many ways government employees can plan for a successful retirement. Thrift Savings Plan Contributions and Investments. Key Takeaways.

Investments 130

Investments Planning Securities Treasury 130

The Finance Weekly

OCTOBER 13, 2022

Comparably CEO Jason Nazar summed up their findings about what makes the happiest employees in a company: “Our data shows that the happiest employees are often those who feel valued by their employers through a variety of factors like competitive compensation, clear goals, work-life balance, and a general excitement working for their organizations.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Leadership Budgeting Forecasting 98

CFO News Room

DECEMBER 14, 2022

This is even true in the case of positive changes, such as a new job opportunity or relationship: Even though it might be very likely to make the person’s life better, it represents a departure from life as usual, and there is always the risk that the change won’t work out the way it was expected to. Author: Meghaan Lurtz, Ph.D.,

Planning 130

Planning Numbers Communication Entertainment 130

CFO News Room

FEBRUARY 4, 2022

The last thing people want to do is plan for their death. These include saving for and planning your funeral, appointing a power of attorney, designating beneficiaries for all your accounts, setting up your kids—especially if they’re fairly young, planning your estate , and setting up your last will and testament.

Planning 130

Planning Accounting Compliance Finance 130

Nerd's Eye View

OCTOBER 19, 2023

tech employees who need help managing equity compensation options), stage of life (e.g., pre-retirees with employer pension annuity choices), political or religious affiliations, or significant life events that create central themes and recurring concerns that an advisor can specialize in (e.g., Read More.

Practice Management 74

Practice Management Communication Planning Marketing 74

Nerd's Eye View

JULY 20, 2022

A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work. Read More.

Planning 84

Planning Tax Planning 84

Future CFO

FEBRUARY 18, 2024

Editor’s note: ”A Day in the Life" is a series of interviews with finance leaders and business leaders that aims to inspire FutureCFO’s audiences comprising senior finance and business executives as well as aspiring finance and accounting professionals. FutureCFO: What excites you the most when you work with CFOs and finance functions?

Risk Management 52

Risk Management Concentration Finance Leadership 52

Future CFO

APRIL 25, 2024

COVID-19: Banks weighing in to support the community One notable event during the whole transformation plan was the COVID-19 pandemic. Trying to manage that was quite (an) effort in coordination and gave us a new appreciation of the Business Continuing Planning which all banks already have in place.”

Technology 69

Technology CFO Banking Communication 69

Nerd's Eye View

APRIL 25, 2023

We conclude with why Ari feels grateful that the advisory business model is so successful, as it takes away the pressure to focus on the business economics and instead gives him more opportunities to connect with the human aspect of financial planning and create deep and meaningful relationships with the people around him and in his life.

Profit and Loss 96

Profit and Loss Economics Communication Planning 96

Centage

JUNE 2, 2023

Today, there is more data available than ever before, so using the right budgeting and planning tools can create accurate manufacturing budgets that stabilize, and even accelerate, a company toward their goals. At a macro level, all manufacturers understand that cost increases are a fact of life. What is a Manufacturing Budget?

Manufacturing 85

Manufacturing Budgeting Forecasting Analyzing Data 85

CFO Talks

AUGUST 2, 2023

So, have more confidence in your decision-making, whether it’s in your personal life or your professional life. We understand that we’ve gone through the scenario planning so many times that we’re able to realize the opportunities in that risk and respond effectively to that risk.”

Risk Management 97

Risk Management CFO Leadership Compliance 97

Nerd's Eye View

MARCH 29, 2024

Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours! Read More.

Prioritization 71

Prioritization Communication Numbers Planning 71

Future CFO

MAY 2, 2022

Hong Kong employees want to change employers in the first half of 2022, with 31% of respondents in a survey indicating their plans of doing do, said Randstad recently when releasing results of a survey. The post One-third of Hong Kong employees plan to change employers before end-June appeared first on FutureCFO.

Planning 98

Planning Marketing 98

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Practice Management 82

Practice Management Tax Planning Planning Securities 82

Centage

NOVEMBER 21, 2022

At G7 Tech, we believe that life should be fun! I personally spearhead planning the implementation for our clients, including setting up phases to address immediate needs, and long-term needs. How does Planning Maestro help your customers? Tech should be fun!

Problem Solving 98

Problem Solving Budgeting Pharmaceutical Forecasting 98

Future CFO

APRIL 14, 2024

RA: As a young finance advisor seconded in Singapore many years ago, I was tasked to lead the consolidation and presentation of the 10-year operating plan of a global downstream business division in Shell. Editor’s note: You can imagine how busy Reynaldo P. FutureCFO: What does a typical day look like for you? Can you tell us more about it?

Finance 52

Finance Concentration CFO Transportation 52

CFO Thought Leader

MARCH 26, 2024

This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. Read More She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Accounting 52

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Welcome back to the 346th episode of the Financial Advisor Success Podcast !

Leverage 93

Leverage Prioritization Sales Education 93

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

Valuation 82

Valuation Economics Leverage Investments 82

Nerd's Eye View

DECEMBER 29, 2023

Read More.

Practice Management 85

Practice Management Planning Technology Numbers 85

Barry Ritholtz

FEBRUARY 21, 2024

Barry Ritholtz : We’ve discussed before, any decision or plan we make requires not 1, but 2 judgments. We tend to focus on our plans, the scenario. And we tend to ignore or neglect the second one, the fact that life happens and life tends to be unexpected. For investors, it is an important question.

Math 56

Math Economics Planning Education 56