![What Is Adjusted Gross Income? How to Calculate AGI [With an Example]](https://outsourcebookkeepingindia.com/wp-content/uploads/2024/06/what-is-adjusted-gross-income-how-to-calculate-agi-with-an-example.jpg)
As a small business owner, you have likely heard of the terms gross or net income. But, are you familiar with adjusted gross income? Learn what is adjusted gross income, how to calculate it, and uses for adjusted gross income below. What does adjusted gross income mean? Adjusted gross income, or AGI, is a person’s […]
Can a new breed of ETFs shield investors from global chaos?
A set of carefully curated ETFs promise a way out of geopolitical risks, but their logic remains untested.
Hiring Your First Employee: What You Need To Know To Cover Your Compliance Obligations
For the most part, solo advicers launching their first practice often have plenty of time and not a lot of revenue, which means they tend to take care of every aspect of the business themselves. As their practices grow and they start to serve more clients, though, advicers invariably reach a point where they simply […]
#FASuccess Ep 388: Transitioning To Independent RIA With Only $7M Of AUM To Turbocharge Growth With Website Local SEO, With Freeman Linde
Welcome everyone! Welcome to the 388th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Freeman Linde. Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. What’s unique about Freeman, […]
Private credit, Wall Street’s hottest trade, has an ugly moment
Once touted as safer for creditors, direct lending is starting to show some familiar risks.
1 in 10 want tax cut on investments: election survey
More than one in 10 (11%) of people would vote in next month’s election for a party that pledged to cut tax on investments, according to a new survey. But they may end up disappointed as “this one may not make into the manifestos,” according to Hargreaves Lansdown. Almost a third (31%) of investors think […]
The Latest In Financial #AdvisorTech (June 2024)
Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that ‘startup’ custodian Altruist has completed a $169 […]
How we’re bolstering Xero Payroll in NZ with new value
Xero Payroll is already a valuable tool, helping you manage your payroll and accounting, all in one place. Not to mention features like automatic reporting directly to IR, and automated tax and KiwiSaver calculations, that can help you save a stack of time. But recently, we’ve been listening to your feedback about Xero Payroll and […]
Balancing Business and Joy
As small business owners, we pour our hearts and souls into our business, often spending countless hours dedicated to our passion, and it can be difficult balancing business and joy. Business can become all-consuming, leading to tunnel vision and burnout, where we forget about other things that once brought us joy and balance. While being […]
Proactive superannuation planning: what you need to be aware of before June 30
As a small business owner, juggling multiple responsibilities is the norm. With June 30 fast approaching, understanding superannuation can save you a lot of headaches and potentially a lot of money. Let’s dive into the key aspects of superannuation you need to be aware of before the end of the financial year. Annual contribution limits […]