Whether it is a free sample in the grocery store (where the store hopes the sample convinces the shopper to purchase the item), or ‘Freemium’ software (where the developer hopes that consumers using a more basic version of their software will lead them to purchase an enhanced version), consumers are used to being offered free […]
Archives for May 2022
How A Free Financial Plan Retains More Perceived Value Than An Average Priced One
Whether it is a free sample in the grocery store (where the store hopes the sample convinces the shopper to purchase the item), or ‘Freemium’ software (where the developer hopes that consumers using a more basic version of their software will lead them to purchase an enhanced version), consumers are used to being offered free […]
Women start investing 3 years earlier than men
The average age of female investors when they start investing is 32 compared to 35 for men, according to a new report. The average age people start investing is 34, with 13% not beginning to invest until after turning 50, according to new research from Janus Henderson Investment Trusts. Feeling financially stable and having the […]
Women start investing 3 years earlier than men
The average age of female investors when they start investing is 32 compared to 35 for men, according to a new report. The average age people start investing is 34, with 13% not beginning to invest until after turning 50, according to new research from Janus Henderson Investment Trusts. Feeling financially stable and having the […]
5 developments reshaping the retirement landscape this year
Best Practices: How to Organize Receipts Electronically
The IRS suggests that you keep receipts and other records for gross receipts, purchases, expenses, assets, and any deductions you want to make (entertainment, travel, gift expenses, etc.). And as your business grows, tracking receipts can be a difficult task indeed. But, it’s getting easier with e-receipts. Want to go paperless? Read on for a […]
#FA Success Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm, With Allison Felix
Welcome back to the 282nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Allison Felix. Allison is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia, that oversees more than $4 billion in assets for nearly 2,500 client households. What’s unique about […]
NS&I to increase Premium Bonds fund rate
NS&I will increase the Premium Bonds prize fund rate from 1% to 1.4% from the June prize draw. It will also improve the odds of winning a prize. The odds of each £1 Premium Bond number winning a prize will change from 34,500 to 1 to 24,500 to 1. The change to the odds will […]
NS&I to increase Premium Bonds fund rate
NS&I will increase the Premium Bonds prize fund rate from 1% to 1.4% from the June prize draw. It will also improve the odds of winning a prize. The odds of each £1 Premium Bond number winning a prize will change from 34,500 to 1 to 24,500 to 1. The change to the odds will […]
Business Update – 25 May 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Antony Albanese becomes Australia’s PM First Labor PM in nearly a decade vows to bring Australians together, and “promote unity and optimism, not fear and division.” ASX sinks again after Wall Street “bloodbath” The […]