Parksville Council gave three readings of the city’s five-year financial plan bylaw at its May 2 regular meeting. The plan defines the financial requirements for municipal services to carry out operations and projects for the next half-decade. Without council approval, many municipal expenditures would be delayed or halted due toRead More →

The City of Saskatoon released its 2021 year-end preliminary financial statements showing a deficit of $6.54 million in municipal operating programs and a surplus of $12.25 million in utility programs, before confirmation of the year-end audit. While the past year has brought continued change and uncertainty, the City has remainedRead More →

The financial plan includes increased funding for transportation and street improvements. Iowa City residents will see future transit improvements and street repairs with funding as part of Iowa City’s fiscal year 2023 fiscal plan, in an effort to make public transit more environmentally friendly of the environment. The Iowa CityRead More →

Courtenay Council has approved a draft 2022-2026 financial plan that outlines projected tax rates and projected revenues and expenses for capital and operating programs over the next five years. Mayor Bob Wells said the plan represents a return to pre-COVID service levels as well as increased costs for police, ordinanceRead More →

MENOMONEE FALLS, Wis.–(BUSINESS WIRE)–Kohl’s Corporation (NYSE: KSS) (“Kohl’s” or the “Company”) will host a virtual Investor Day today during which it will provide an update on the Company’s strategy to drive growth and become the retailer of choice for the active and casual lifestyle. Kohl’s will also announce an updatedRead More →

It’s hard to resist these advertisements for online self-service investment companies. They’re very tempting — who doesn’t love the idea of ​​low-cost, high-return investments that allow you to retire early? But creating wealth is not limited to profitable investments. “Investments are only part of the story. One of the biggestRead More →

New York State Comptroller Thomas P. DiNapoli today released the following statement on the MTA’s February Financial Plan: “The MTA’s February financial plan underscores the seriousness of the situation the authority — and the state and city — face in dealing with upcoming fiscal challenges. The plan recognizes that eachRead More →

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NORTHBOROUGH, MA/ACCESSWIRE/February 18, 2022/ A great financial advisor provides objective advice and support through life’s many challenges and changes. They can be the difference between making progress toward goals or remaining stagnant. For 15 years, Ryan Kittredge, a Certified Financial Planner, has served successful clients in and around Central andRead More →

(Sam Swenson, CFA, CPA) Even though the financial market has become saturated with new products, there is something elegant about committing to the essentials. Here we will discuss four steps to instantly improve your financial plan. 1. Maximize your tax-efficient accounts Since everyone has different circumstances, it’s good to rememberRead More →

EEven though the financial market has become saturated with new products, there is something elegant about committing to the essentials. Here we will discuss four steps to instantly improve your financial plan. 1. Maximize your tax-efficient accounts Since everyone has different circumstances, it’s good to remember that some people willRead More →

BEIRUT (Reuters) – Lebanon’s banking association said on Monday it opposed proposals set out in a draft government plan reported by Reuters last week to tackle the financial crisis, saying they would lead to a long loss of confidence in the financial sector. Responding to written questions from Reuters, theRead More →

Financial planning is a time-consuming process over many meetings. It needs questioning, contemplation, investigation, consideration. It’s not a process you always think of as part of the emergency services. I imagine the paramedics in their ambulance, followed by the Blood Bank motorcyclist, followed by a five-series BMW. They arrive atRead More →

Overpayment of fees and expenses is an area of ​​investing that requires special attention. Twice last year our company changed ETF provider due to cost/benefit ratio. Reducing fees does not guarantee exceptional performance, but unjustified or unnecessary fees and expenses reduce annual returns. Always strive to reduce friction. Friction isRead More →

Financial planning can help you better understand where you are financially, how to prepare for the challenges ahead, and how to plan where you want to go. If you haven’t prepared a financial plan for yourself or your family, a financial advisor can help. Here are the typical steps inRead More →

Real estate investors struggle to find financial planners who can fit their real estate holdings into their plan. And that’s because most financial planners use out-of-the-box software that supports traditional investment accounts like IRAs, 401(k), and taxable accounts, but not the unique aspects of real estate investments, according to DanaRead More →

Clients are often concerned with the past, such as filing the previous year’s tax returns, rather than the future. Accountants can be extremely beneficial to these clients by providing them with forward-thinking services. It means financial planning. There are many reasons why clients often think they don’t need financial planningRead More →

Owning a successful business is a constant exercise in planning. Many successful business owners have already engaged in personal financial planning, including investing and providing financial security for themselves and their families. However, fewer business owners have created a business continuity plan. A business continuity plan includes strategies and actionRead More →

Offering wealth management services is something all accounting firms should do for all clients who need it. My premise is that everyone needs some kind of financial planning; the scope and depth of engagement will vary depending on the complexity, but all of your company’s customers have financial issues andRead More →

The road to the future Getty Timeline planning, where you set goals and plans covering a specified future period, is a useful way to track your financial progress. Lewis Walker, financial planner and investment strategist at Capital Insight Group in Peachtree Corners, Georgia, uses eight years, when we would beRead More →