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Weekend Reading For Financial Planners (July 2-3)

July 1, 2022 by cbn Leave a Comment

Weekend Reading For Financial Planners (July 2-3)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]

Filed Under: Accounting Software

Weekend Reading For Financial Planners (July 2-3)

July 1, 2022 by cbn Leave a Comment

Weekend Reading For Financial Planners (July 2-3)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]

Filed Under: Accounting Software

For Richer and Poorer: How to Start a Business With Your Spouse

June 30, 2022 by cbn Leave a Comment

For Richer and Poorer: How to Start a Business With Your Spouse

Americans love talking about their favorite mom-and-pop shops. When we use the term mom-and-pop, we’re talking about a spouse-owned business. A spouse-owned business gives new meaning to “for richer and poorer” (and “till death do us part!”).  According to Harvard Business Review, three million businesses in the U.S. are spouse-owned. This type of business also […]

Filed Under: Accounting, Accounting Software

Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning

June 30, 2022 by cbn Leave a Comment

Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning

Many financial advisors have traditionally aimed to present the financial plan as a thick, bound, all-encompassing document to be used as a tool to help clients achieve their financial goals. But beyond providing an in-depth roadmap for clients, the financial plan also demonstrates the expertise and value financial advisors offer. To help streamline the financial […]

Filed Under: Accounting Software

Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending

June 29, 2022 by cbn Leave a Comment

Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending

Financial advisors often use Monte Carlo simulation in their financial planning process, which (as is commonly found in major financial planning software packages) traditionally presents the results of the projection in terms of probability of success or failure (with ‘success’ being defined as an iteration of the plan where the client doesn’t run out of […]

Filed Under: Accounting Software

Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending

June 29, 2022 by cbn Leave a Comment

Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending

Financial advisors often use Monte Carlo simulation in their financial planning process, which (as is commonly found in major financial planning software packages) traditionally presents the results of the projection in terms of probability of success or failure (with ‘success’ being defined as an iteration of the plan where the client doesn’t run out of […]

Filed Under: Accounting Software

America’s Best-kept Secret: The Employer-provided Childcare Tax Credit

June 28, 2022 by cbn Leave a Comment

America’s Best-kept Secret: The Employer-provided Childcare Tax Credit

The employer-provided childcare tax credit has existed for over 20 years to help employers secure affordable childcare for their employees. The only problem is, no one seems to know about it. It may be America’s best-kept secret for your employees with children.  In 2020, only 11% of employees had access to employer-provided childcare assistance. And […]

Filed Under: Accounting, Accounting Software

#FA Success Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM, With Jennifer Murray

June 28, 2022 by cbn Leave a Comment

#FA Success Ep 287: Finding Solo Efficiency To Serve 50 Great Clients With $100M AUM, With Jennifer Murray

Welcome back to the 287th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jennifer Murray. Jennifer is the owner and founder of Stonebridge Financial Advisors, an independent RIA based in Morristown, New Jersey, that oversees $100 million of assets under management for 50 client households. What’s unique about Jennifer, though, […]

Filed Under: Accounting Software

How To Take More Vacation: An Advisor’s Guide To Balancing Work And Time Off

June 27, 2022 by cbn Leave a Comment

How To Take More Vacation: An Advisor’s Guide To Balancing Work And Time Off

Taking time away from the office can have many benefits for advisors, from the personal (e.g., spending time with family and exploring new places) to the professional (e.g., resting and recharging to help prevent burnout). At the same time, being away from work (whether it is working fewer hours during the week or taking full […]

Filed Under: Accounting Software

Weekend Reading For Financial Planners (June 25-26)

June 24, 2022 by cbn Leave a Comment

Weekend Reading For Financial Planners (June 25-26)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Senate has passed companion bills to the House’s “SECURE 2.0” proposals that would represent the most noteworthy changes to retirement savings since the original SECURE Act was passed in 2019. While changes could be […]

Filed Under: Accounting Software

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