Financial Planning is not a solution to climate change nor world hunger but it is, on balance, a pretty good thing. There is, however, more to Financial Planning than Financial Planning and one of those things is the CISI’s Financial Planning Week – the annual consumer campaign to promote the benefits of Financial Planning in its […]
Archives for August 2021
Young Chartered Planner set to take over family firm
Young Financial Planner Ravi Prema, who qualified as a Chartered Financial Planner at 23 years old, is being lined up to take over the family-run financial advice business. He is being groomed to take over from his father, Dinesh Prema, also a Chartered Financial Planner. The financial advisory firm is based in in Hinckley, Leics. […]
Thinking About Increasing Your Advertising Spend? Keep These 5 Considerations in Mind
Some of your main goals as a business owner are to boost sales and increase revenue. One way to do this is to increase advertising spend. But is hiking up the money spent on advertising worth it for your company? Ask yourself, Should I increase my advertising spend? and keep a few considerations in mind […]
Paraplanners Assembly plans space-age conference
The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme. The Paraplanners Assembly – a training and support group for Paraplanners founded by Paraplanner Richard Allum – has called its event on 9 September ‘The Big Day Out of this World.’ […]
6 Nucleus directors exit as James Hay takes control
Six Nucleus directors have stood down from the company today as the takeover of the business by James Hay is completed creating a platform managing £47bn in funds. The £145m acquisition of Nucleus by James Hay has received regulatory approval and James Hay said today the offer has today gone wholly unconditional with the deal […]
Tax-News.com: Wyden Takes Aim At US Pass-Through Income Tax Break
Senate Finance Committee Chair Ron Wyden (D-OR) has introduced legislation to overhaul the 20 percent deduction for pass-through income introduced into US tax law in 2017.
Breakaway advisor’s dilemma: Tuck in or go solo?
Is Cyber Insurance Worth It? What to Know Before Taking the Plunge on a Policy
Handling personally identifiable information (PII), such as names and Social Security numbers, can be nerve-racking for business owners. So, you need to protect the PII of your customers, vendors, and employees from hackers and data breaches. To defend your company from cyberattacks and their consequences, you might consider cyber security insurance. But, is cyber insurance […]
Leveraging 529A ABLE Accounts For Disabled Beneficiaries To Gain The Emotional Benefits Of Greater Financial Autonomy
In 2014, Congress created the IRC Section 529A plan under the Achieving a Better Life Experience (ABLE) Act. Similar to 529 plans for college savings, the 529A “ABLE” account provides the opportunity to generate tax-deferred growth, and that growth can ultimately be withdrawn tax-free for “qualified” expenses. Which for 529 plans are qualified education expenses… […]
The Ultimate Guide to Small Business Financing
Here’s a number that might surprise you: 29%. That’s how many startups fail because they run out of cash. To make sure you have enough capital to see your dream through, consider small business financing. From taking out a loan to securing a venture capitalist investment, we’ll go over your small business financing options. That […]