Small businesses have survived – and continue to face – a myriad of challenges from a global pandemic, supply chain disruptions, and now impacts of inflation and the rising cost of living. I am constantly impressed by the resilience and adaptability of small businesses as they navigate new challenges and identify opportunities. Through our latest […]
Archives for October 2022
Ask an advisor: I have terminal cancer. What does that mean for my Social Security?
PFS warns members after CII cyber attack
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have been hit by a cyber attack which has seen some members’ data accessed. The CII, which holds members data on its servers for the CII and PFS, said that a “limited amount” of personal data was accessed. The […]
PFS warns members after CII cyber attack
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have been hit by a cyber attack which has seen some members’ data accessed. The CII, which holds members data on its servers for the CII and PFS, said that a “limited amount” of personal data was accessed. The […]
Southeast Financial Planner makes first acquisition
Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser. GSI will acquire Oakfield Financial Consultants for an undisclosed sum as part of its aim to reach £1bn in funds under management and advice. Oakfield has offices in Hampshire and provides a range of services including […]
Fidelity on track to hire 16,000 this year, offers free tuition as perk
Why The Value Of A Roth Conversion Is Calculated Using (True) Marginal Tax Rates
Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals. The decision of whether or not to convert pre-tax assets to Roth is, on its surface, a simple one: If the assets in question would be taxed at a lower rate by […]
Why The Value Of A Roth Conversion Is Calculated Using (True) Marginal Tax Rates
Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals. The decision of whether or not to convert pre-tax assets to Roth is, on its surface, a simple one: If the assets in question would be taxed at a lower rate by […]
Sunak retains Jeremy Hunt as Chancellor
New Prime Minister Rishi Sunak MP has retained Jeremy Hunt MP as Chancellor in his first Cabinet. Mr Hunt was appointed by former Prime Minister Liz Truss to replace former Chancellor Kwasi Kwarteng after his botched mini-Budget. Mr Hunt’s appointment is among dozens of ministerial appointments made by Mr Sunak after he became Prime […]
Sunak retains Jeremy Hunt as Chancellor
New Prime Minister Rishi Sunak MP has retained Jeremy Hunt MP as Chancellor in his first Cabinet. Mr Hunt was appointed by former Prime Minister Liz Truss to replace former Chancellor Kwasi Kwarteng after his botched mini-Budget. Mr Hunt’s appointment is among dozens of ministerial appointments made by Mr Sunak after he became Prime […]