When it comes to saving for retirement, signing up for your company’s 401(k) and contributing enough to get the employer match is a great first step. But it definitely shouldn’t be your last step. To have enough money in retirement, most of us will need to save a lot more than that. You can contribute up […]
Archives for February 2021
What Is a DUNS Number?
Dun, dun, dun! If you’re unfamiliar with what is a DUNS number, now might be the time for a quick overview. Otherwise, you might not know if you need one for your business. With so many identification numbers and so little time, we’ll keep this short, sweet, and to the point. Read on to learn […]
#FASuccess Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections, With Sophia Bera
Executive Summary Welcome back to the 217th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sophia Bera. Sophia is the founder of Gen Y Planning, an RIA based in Austin, Texas that serves just under 100 young professionals in their 20s, 30s, and 40s. What’s unique about Sophia, though, is […]
Electric vehicle firm Lucid Motors to go public in $11.8 billion blank-check merger
The Lucid Air sedan, which is expected to go into production next year at a plant being constructed in Arizona. Lucid Electric vehicle firm Lucid Motors plans to go public at an $11.75 billion combined equity valuation and $24 billion pro-forma equity value through a reverse merger with a blank-check company started by veteran investment […]
The Details Matter
For the vast majority of franchisees an extra $1,000 a month in net income, or more owner’s salary, would make a huge difference. At BKE we see Net Income as a percentage of revenues ranging from a negative % to 10% for the majority of our clients. We understand that to really get the picture […]
Learning to Money with Tyrone Ross
A clip from my new podcast episode – TR comes thru to tell us about his new project. This has the potential to make a dent. Subscribe to the podcast here, comes out every Friday. Check out learntomoney.org
Broadridge looks to securities-based lending to extend its footprint in wealth management
Broadridge is now offering securities-based lending to advisors and their clients as the company tries to grow its wealth-management business. The fintech company has a new digital marketplace called the Wealth Lending Network where wealth managers can connect with a bank and access loans. Bancorp is the inaugural bank on the marketplace, and Broadridge is […]
Contemporary Accounting Forum 2021: Technology in Accounting – The Ledger
Accounting professionals talk to UWT about technology in accounting and how students can best utilize technology and networking skills. Coauthored by: Garrett Yaen Last week, the Ledger took a look at the 2021 Contemporary Accounting Forum — a forum dedicated to covering issues in today’s business environment pertaining to accounting — and discussed it with […]
Assume ClubHouse Conversations Are Being Recorded, Researchers Warn
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Less than half of accountants say the profession is equitable – Accounting Today
The accounting profession is struggling to build a fully equal and inclusive workplace — and that is causing diverse professionals to leave firms altogether, according to a new report. Co-authored by the Institute of Management Accountants and the California Society of CPAs, the report, “Diversifying U.S. Accounting Talent: A Critical Imperative to Achieve Transformational Outcomes,” […]