Tomorrow, our President and CEO Jennifer Tescher, along with Angela Fontes, our head of research and policy, will speak at the Federal Reserve Board's “Financial Inclusion Practices and Innovations” conference in Washington, D.C. They will share the stage with #financialhealth advocates across sectors, including: - Federal Reserve Board #policy and #regulatory leaders Governor Miki Bowman, David Newville, Michael S. Barr, Art Lindo, Mark Manuszak, and Eric Belsky - José A. Quiñonez from Mission Asset Fund (MAF) - Alex Horowitz from The Pew Charitable Trusts - Jeannine Jacokes from Partners for the Common Good and Community Development Bankers Association - Dorothee Delort from The World Bank - Academia including Georgetown University Law Center, Louisiana State University, Harvard Business School, and West Virginia University Learn more about the event: https://hubs.li/Q02FKlwd0
Financial Health Network’s Post
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More financial advisers are drawing a line when it comes to who they are willing to take on as clients. Great one from Joe Pinsker:
If All You Want Is Money, These Financial Advisers Might Say ‘No Thanks’
wsj.com
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Happy #BankingOnValuesDay! 🥳 Banking can be a powerful force for good. From social inequality to the climate emergency, the banking sector has a choice: either ignore and exacerbate these issues or work together to help overcome them. This #BankingOnValuesDay, we’re joining financial institutions across the world to #ThinkBolder about our contribution to positive social and environmental change. Learn more about how Unity Trust Bank utilise our membership with Global Alliance for Banking on Values to understand the impact that banks like ours are having across the world.
Customer Stories - Unity Trust Bank
unity.co.uk
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Notes to myself: 1. 401(k) - max out regardless of employer match. 2. Charitable contributions - get clients to do a Qualified Charitable Distribution if they qualify, otherwise they might not get any tax break. 3. RMD - Baird will remind us increasingly more frequently about who still needs to take these (see - QCD as a way to satisfy the RMD. We love our abbreviations!) 4. Tax losses - take em if you got em. 5. Cap Gains - pay attention as clients don't love getting surprised!
5 Financial To-Dos for Investors in Q4 2023
morningstar.com
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Talking to your kids about money in positive, age-appropriate ways can go a long way to encourage healthy financial habits down the road. Check out these tips from US Bank: https://lnkd.in/g5gEQkUT
6 ways to teach your child about money
ascent.usbank.com
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You may not be able to take your hard-earned assets with you after you're gone, but through a trust, you can define how you want your wealth to continue benefiting the people and causes you care for. A trust empowers you to maintain control over your hard-earned assets long after you're gone. It's not just for the ultra-wealthy; trusts can be a powerful tool for addressing various financial concerns and considerations. Click below for a few notes on the basics of trusts, and let's start a conversation about how trusts can leave a lasting impact for you and your family.
Why You May Need a Trust | Morgan Stanley
morganstanley.com
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Our London restructuring & insolvency partners Cathryn Williams and Paul Muscutt discuss unincorporated registered charities and how their uncertain legal status can impact lenders and recoveries. Read more in Recovery Magazine:
Boiler-plate constitutions rarely fit for purpose in financial failure – Recovery Magazine
cvsoci.al
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You may not be able to take your hard-earned assets with you after you're gone, but through a trust, you can define how you want your wealth to continue benefiting the people and causes you care for. A trust empowers you to maintain control over your hard-earned assets long after you're gone. It's not just for the ultra-wealthy; trusts can be a powerful tool for addressing various financial concerns and considerations. Click below for a few notes on the basics of trusts, and let's start a conversation about how trusts can leave a lasting impact for you and your family.
Why You May Need a Trust | Morgan Stanley
morganstanley.com
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You may not be able to take your hard-earned assets with you after you're gone, but through a trust, you can define how you want your wealth to continue benefiting the people and causes you care for. A trust empowers you to maintain control over your hard-earned assets long after you're gone. It's not just for the ultra-wealthy; trusts can be a powerful tool for addressing various financial concerns and considerations. Click below for a few notes on the basics of trusts, and let's start a conversation about how trusts can leave a lasting impact for you and your family.
Why You May Need a Trust | Morgan Stanley
morganstanley.com
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You may not be able to take your hard-earned assets with you after you're gone, but through a trust, you can define how you want your wealth to continue benefiting the people and causes you care for. A trust empowers you to maintain control over your hard-earned assets long after you're gone. It's not just for the ultra-wealthy; trusts can be a powerful tool for addressing various financial concerns and considerations. Click below for a few notes on the basics of trusts, and let's start a conversation about how trusts can leave a lasting impact for you and your family.
Why You May Need a Trust | Morgan Stanley
morganstanley.com
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Save the date! In the next installment of the 2024 webinar series, our coaches will be covering best practices for debt reduction alongside Independent Financial and Citizens on March 20th. 💸 Register today to join: https://bit.ly/3GuzcT2. #financialcoach #nonprofit #debt #debtfree #debtfreecommunity #financialfreedom #finlit
Welcome! You are invited to join a webinar: 2024 Financial Enrichment Webinars. After registering, you will receive a confirmation email about joining the webinar.
us06web.zoom.us
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