On many modern dating apps, “swiping right” means you like someone. Kate Healy, TD Ameritrade Institutional’s managing director of generation next, said financial planning is a “swipe-right” career. Despite being a high demand, lucrative career with excellent prospects, though, financial planning still faces challenges attracting young professionals, Healy said at a session at the FPA […]
Archives for 2019
For Lifelong Dividends, Invest In Your Relationships
Every year, I’m blown away by how much Gen Y Planning has grown. But I’m even more impressed with how much our clients have grown. Our clients are getting raises and promotions, running businesses, buying houses, starting families, and celebrating milestones with us. Achieving your goals feels great. (Congratulations on everything YOU achieved this year!) […]
Honda Leaks Data of 26K North American Customers
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“Do You Have a Permit for That?” Business Licenses and Permits You Need to Stay Legal
If you want to operate your small company legally, you likely need some business licenses and permits. There are federal, state, and local licenses and permits you might have to apply for. It all depends on your business. So, do you know which types of business licenses and permits you need to keep things legal? […]
IR35: Tory MPs write to Chancellor
Two conservative MPs have written to Chancellor of Exchequer Sajid Javid, urging for a review into IR35 to “commence immediately”, before the new rules come into play. In his letter to Javid, MP for Wokingham John Redwood said that many of his constituents had expressed concerns before and during the recent election about the implementation […]
Bank of England holds steady on rates, awaits impact of Johnson’s election win
The Bank of England kept interest rates steady on Thursday, saying it was too soon to gauge how much Prime Minister Boris Johnson’s election victory would lift the Brexit uncertainty that has hung over the economy.
Bank of England holds steady on rates, awaits impact of Johnson’s election win
The Bank of England kept interest rates steady on Thursday, saying it was too soon to gauge how much Prime Minister Boris Johnson’s election victory would lift the Brexit uncertainty that has hung over the economy.
Kitces & Carl Ep 23: Following Through On Your Business Creativity By Saying ‘Yes’ And Figuring It Out Later
Executive Summary No matter how well a financial advisor may understand and is able to explain a concept, the fact is that different people have different learning modalities, and oftentimes, advisors need to incorporate a variety of presentation methodologies in order to help clients understand important concepts relevant to their financial lives. Sometimes it takes […]
4 accounting trends that will shape 2020
The year ahead will undoubtedly involve a lot of change and uncertainty, but how can you prepare? Accountants and bookkeepers will need to closely track the trends to stay ahead of changes in industry, regulation and policy. Don’t worry, though; we’re here to help with four trends that we think will influence you and your […]
On-demand connectivity services deliver on the needs of IoT applications
Every second, 127 everyday items are connected to the internet, according to McKinsey & Company. From home security systems, dishwashers and washing machines to wearables, autonomous vehicles and much more, the integration of connected technology into our daily lives is quickly becoming a reality. Thanks to inexpensive processors and advanced wireless networks, says Adolfo Perez-Duran […]