The Queen’s speech at the State Opening of Parliament did not offer much hoped for clarity on the roadmap to social care reform despite a reference to bringing forward the reforms. Social care changes have been promised by the government since their 2019 manifesto promise to seek cross-party consensus on proposals for long term form […]
Archives for May 2021
Sell Your Work: What to Say When Sending an Estimate
Finding new work for your business is exciting. But sending an estimate? That can be a cause for a moment of panic. What to say when sending an estimate is important because you are selling your work and skills to a potential client. Read more about what to say when sending an estimate and how […]
#FA Success Ep 228: Accelerating Growth By Paying To Outsource Lead Generation And Prospect Follow-Up, With Jeremy Keil
Executive Summary Welcome back to the 228th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jeremy Keil. Jeremy is the founder of Keil Financial Partners, a hybrid-RIA in Milwaukee, Wisconsin that manages $85 million for 170 clients. What’s unique about Jeremy, though, is that he’s been able to double his […]
How to check if your Financial Planning is on track
Everyone should ensure resourceful financial planning which will consist of goals, irrespective of their age, income profile, risk, and should have an asset provision. The financial plan should explain what assets to invest in and get significant exposure to those assets. Every investor should take a look at a financial plan on an annual basis […]
Pipeline outage forces American Airlines to add stops to some long-haul flights
Holding tanks are seen at Colonial Pipeline’s Charlotte Airport Delivery Facility in Charlotte, North Carolina, U.S. an undated photograph. Colonial Pipeline | via Reuters The cyberattack that forced the shutdown of the country’s largest refined fuel-products pipeline over the weekend has sparked some routing changes for American Airlines as it seeks to conserve fuel at […]
SBA sending first $2 billion in Restaurant Revitalization Fund payments
The first wave of payments from the Restaurant Revitalization Fund (RRF) is going out to more than 16,000 restaurants and other food and beverage providers, some of whom could see relief money in their bank accounts as soon as Tuesday. A week after opening the $28.6 billion RRF, the U.S. Small Business Administration (SBA) said […]
2022 HSA, excepted-benefit HRA amounts increase slightly
In Rev. Proc. 2021-25, the IRS on Monday provided 2022 inflation-adjusted amounts pertaining to health savings accounts (HSAs) and the maximum amount that may be made newly available for certain health reimbursement arrangements (HRAs). HSA amounts The annual limitation on deductions under Sec. 223(b)(2)(A) for an HSA with self-only coverage is $3,650, an increase of […]
UBS Explores Offering Crypto Investments to Rich Clients
UBS Group AG is in the early stages of planning to offer wealthy customers digital currency investments, joining U.S firms in seeking to give broader access in response to client demand. The Swiss firm is exploring several alternatives for offering the asset class, people familiar with the plan said. Any investment offering would be a […]
Pandemic government relief: Details, allocations provided
State, local, territorial, and tribal governments will have flexibility to apply Coronavirus State and Local Fiscal Recovery Funds to meet their own needs, Treasury revealed Monday. Treasury released details on how governments can use the $350 billion in emergency funds established by the American Rescue Plan Act of 2021, P.L. 117-2. The funds are designed […]
Two Shadow Lenders, Two Accounting Bombshells, One Bond Collapse – Yahoo Finance
(Bloomberg) — On the surface, the situations are shockingly similar. Two Mexican non-bank lenders, within days of each other, report inconsistencies in their loan books that required them to amend their financials. Yet the reaction of bond investors could hardly be more different. Securities issued by Alpha Holding — known as AlphaCredit — plunged instantaneously […]