Many financial advisors set up shop in their hometown. Others, especially those who work for the large national brokerages, flock to big cities like New York, San Francisco, Los Angeles and Chicago, where the high populations provide a healthy crop of prospective clients. Aside from those big cities, what are the best places in the U.S.
What Is Financial Health? Financial health is a term used to describe the state of one’s personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of your income you are spending on fixed or non-discretionary expenses. Key
Prestige Wealth, Inc. (PWM) has released an update. Prestige Wealth Inc., a Hong Kong-based wealth management service provider, has announced its acquisition of Wealth AI, a Singaporean AI-driven wealth management solution provider, for $4.5 million. The deal includes a mix of cash and shares, and is expected to bolster Prestige Wealth’s technological capabilities in artificial
• Internal Revenue Service issues SECURE Act regulations—On July 18, 2024, the Treasury and the IRS released final regulations (final regs) under Internal Revenue Code Section 401(a)(9) concerning the required minimum distribution (RMD) requirements with respect to retirement plans and accounts. These final regs incorporate amendments made by the Setting Every Community Up for Retirement
So, here’s a funny thing — my husband has recently gotten hooked on this podcast that dives deep into the wild world of Reddit posts, specifically from the “Am I the A**hole?” (AITA) subreddit. You know the ones… Someone posts their side of a ridiculous argument, and the internet judges whether they’re being unreasonable. It’s
Posted on: August 7, 2024 Library of Things New Hanover County Public Library’s Library of Things is a unique collection containing a variety of educational and entertaining items for you to take home and try out! Find items to borrow that aren’t traditionally thought of… Read on… Library Posted on: August 7, 2024 Next Read
A former Merrill Lynch team in North Carolina is moving to Sanctuary Wealth’s supported independence platform. The team at TOVA Wealth includes founder and managing partner Katie Medina, advisors Michael Tunney and Eric Starkey and client associate Amy Kepler. Based in the port city of Wilmington, N.C., the TOVA team manages over $400m in client
I enjoy when my children ask if they can purchase a product or service. They’re not asking for money — they come to me when they want to use their debit cards connected to spending accounts set up in their names. I started the journey to find the right debit card for kids three years
Ohio State’s Counseling and Consultation Service has teamed up with Uwill, a student teletherapy service, to provide free teletherapy services to all students. Credit: Amal Saeed Ohio State now offers free teletherapy services to all students — whether they are undergraduate, graduate, professional or live on a regional campus — due to a $2.5 million
Enhanced trust reporting requirements Legislative amendments enacted in 2022 impose additional reporting requirements on many express trusts (i.e., trusts that are created with the settlor’s express written or verbal intent, as opposed to other trusts arising by operation of law), including many agency and other commercial relationships, for taxation years ending after 30 December 2023.