Total annuity sales easily eclipsed 2022 — which had set an all-time record.
Archives for January 2024
Hundreds of students to compete in SIU’s Accounting Challenge Feb. 2 – SIU News
Hundreds of students to compete in SIU’s Accounting Challenge Feb. 2 SIU News
Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called “Death of the Stretch” arguably received the lion’s share of consternation from the financial advisor community. Under the new law, non-spouse beneficiaries (with few […]
SJP to launch first national TV ad campaign
Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote the benefits of financial advice. The campaign will build on SJP’s current slogan: ‘Embrace your tomorrow.’ The campaign will run across multi-media and multi-channels including TV. SJP says it will champion the value of trusted […]
Navigating Overwhelm
Running a small business is undoubtedly rewarding, but it comes with its fair share of challenges and navigating overwhelm is one of them. If you’re starting to feel overwhelmed, here’s a game-changer for you: implementing effective financial systems throughout your business not only helps reduce the overwhelm, but they give you valuable insights into your […]
Tips and tricks for property investment accounting
Australia’s current property market presents both challenges and opportunities, with changing tenancy rules and rental controls, and the impact of interest rates and cost of living pressures. It’s a complex outlook, but property investment is a marathon swim, not a quick body surf to shore. Property investment accounting, or landlord accounting, manages your property portfolio […]
5 ways to be a tax planning ‘rockstar’
From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.
Aspiring Entrepreneur? Here’s the Lucrative, Accessible Online Career You Need to Explore.
Starting a business or side hustle in this unexpected industry can unlock financial and location freedom. Here’s what you need to know.
#FA Success Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects, With Tim Goodwin
Welcome back to the 370th episode of the Financial Advisor Success podcast! My guest on today’s podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. What’s unique about Tim, though, is how he leaned into […]
Don’t wait on action on tax bill to file returns, IRS tells taxpayers
With tax season opened as of Monday, Commissioner Danny Werfel said the IRS will handle any necessary changes if a bill passes after returns are filed.