The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. The cost of probate will also vary by state, but generally speaking, you can expect to pay court costs, lawyer fees, administrative fees, and other relevant expenses (such as accountant fees if the estate's finances are complex).

Education 246

Education Consulting Consultants Legal 246

The Motley Fool

APRIL 24, 2024

New Oriental Education & Technology Group (NYSE: EDU) Q3 2024 Earnings Call Apr 24, 2024 , 8:00 a.m. Should you invest $1,000 in New Oriental Education & Technology Group right now? Image source: The Motley Fool. The revenue contribution of this initiative from the top 10 cities in China is over 55%.

Education 130

Education Leveraging Capital Banks 130

The Motley Fool

MARCH 18, 2024

Further your education Feeling stuck in a rut career-wise? So if taking classes or going to grad school is what it takes to help you land a much more interesting (and perhaps better-paying) role, then consider using your tax refund to further your education. Consult a tax professional to find out for sure.)

Taxes 211

Taxes Education Debt Consulting 211

The Motley Fool

SEPTEMBER 24, 2023

Educate yourself and get certified It's also a good opportunity to look into certification programs or other training and educational programs if you plan on working part-time in retirement or turning a hobby into a business. Two years out Retirement is almost here; look to these steps next. Do a retirement lifestyle dry run.

Education 246

Education Debt Banks Accounting 246

Private Equity Insights

SEPTEMBER 14, 2023

The firm’s advisors serve affluent individuals and families, foundations, and business entities, through fee-based financial planning and investment portfolio management, tax consulting, retirement plan consulting, and related financial education programs. Finance Can’t stop reading? Source: Yahoo!

Capital 173

Capital Consulting Consultants Education 173

The Motley Fool

JULY 19, 2023

Freelancing and consulting Freelancing is using your skills to provide services to others. Fortunately, skilled professionals such as designers, online tutors, accountants, consultants, and others can easily attain this level of income. This shift opens up doors for creators to create a successful side hustle.

Consulting 244

Consulting Consultants Education Accounting 244

Walkner Condon Financial Advisors

APRIL 26, 2024

Whether you are engaged or have recently married, developing a plan to combine finances with your partner can significantly reduce finance-related stress down the road by promoting transparency and simplicity in your relationship. Discussing finances isn’t the most exciting topic in the world for most people, (except for me!)

Finance 103

Finance Financing Accounting Education 103

The Motley Fool

MAY 20, 2024

trillion educational debt. Here, we explore innovative strategies some busy moms have used to manage and eliminate their debt, proving that a little creativity and determination can go a long way toward managing your personal finances. And women have almost two-thirds of the country's staggering $1.54

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Debt Finance Financing Banks 130

The Motley Fool

FEBRUARY 9, 2024

And if you're building a life together, you also want to be on the same page about your personal finances. It's not the most fun conversation to have, but discussing your finances with your partner now could prevent a lot of stress and conflict down the line. Here are five questions you can ask to get started.

Finance 130

Finance Financing Education Consulting 130

The Motley Fool

MAY 28, 2024

Here are five practical tips to help you tackle that credit card debt at lightning speed and get your personal finances back in order. If you're feeling overwhelmed, consider consulting with a credit counselor. It's entirely possible to get out from under your debt quickly and efficiently as long as you have the right strategy.

Debt 130

Debt Education Consulting Consultants 130

Indigo Marketing Agency

DECEMBER 19, 2022

He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning.

Education 116

Education Consulting Consultants Financial Services 116

Private Equity Professional

OCTOBER 18, 2024

Achieve Partners has made an investment in Ascend Partners , a provider of consulting and software services to businesses to enable them to better manage their financial processes. ” Abacus Finance Group was the administrative agent and lead arranger on the senior secured credit facilities that backed the acquisition of Ascend Partners.

Education 100

Education Consulting Consultants Finance 100

FinSMEs

AUGUST 28, 2023

The company intends to use the funds to accelerate the commercial expansion of its professional healthcare collaboration platform for clinical consultation, education, and clinical […] The post Collective Minds Radiology Closes SEK84M Financing appeared first on FinSMEs.

Finance 52

Finance Financing Angel Investors Education 52

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. One of my favorite personal finance columnist is Christine Benz at Morningstar. Financial advisor, financial planner, financial consultant, wealth advisor, wealth coach. How about you break it down for us?

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Accounting Finance Financing Consulting 245

This is going to be BIG.

SEPTEMBER 30, 2012

David's firm most recently participated in the $77 million second round financing of SoFi, a one year old startup focusing on student loans. I suppose, more specifically, the bubble ended in the last two weeks of September--right after this financing. The other entrepreneur quoted in the story is from a guy pitching a Pinterest clone.

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Startups Venture Capital Prospects Education 119

The Motley Fool

NOVEMBER 3, 2024

Pay attention to the fees Those small fees for administration, investment, consulting, and other expenses can add up faster than you might expect. Tools like retirement calculators, market research, and educational content can help you make smarter decisions about your retirement.

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Liabilities Taxes Education Consulting 130

The Motley Fool

FEBRUARY 1, 2024

Check out the SEC's educational videos, the HoweyTrade Investment Program , for tips on spotting fake investment platforms and trading programs generally. There's often limited publicly available information about microcap companies' management, products, services and finances. Celebrity endorsements. Follow OIEA on X.

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Securities and Exchange Commission (SEC) Investing Education Legal 100

Mainsail

JANUARY 30, 2024

VetMedux, a trusted education and point-of-care information company, is the proprietor of Clinician’s Brief and Plumb’s Veterinary Drugs. Plumb’s Veterinary Drugs is a trusted point-of-care resource for veterinarians, providing support in case management, treatment planning and client education. Visit vetmedux.com for more information.

Education 59

Education Consulting Consultants Capital 59

The Motley Fool

NOVEMBER 1, 2023

While we are seeing higher average consulting build rates worldwide, lower customer demand for consulting projects in the current and macroeconomic environment remain a headwind to customer spend on professional services. We're not a finance company. We can do asset-backed financing. We can do convertible financing.

Education 130

Education Assets Leveraging Debt 130

The Motley Fool

AUGUST 14, 2024

The commercial launch milestone marks the culmination of the efforts of countless individuals, including CorMedix employees, contractors, and consultants, who worked tirelessly over the last decade to bring this innovative drug product to patients in need. Just a couple from us. Thanks so much. Even TDAPA changed last year.

Education 130

Education Accounting Legal Finance 130

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. I'm warming up to the guy.

Investors 130

Investors Taxes Banks Education 130

Fortune Financial

APRIL 11, 2024

The reality of unclaimed 401(k) funds is a critical issue in personal finance, affecting many who’ve gone through job changes, company mergers or administrative lapses. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

Education 59

Education Taxes Consulting Consultants 59

Private Equity Wire

JANUARY 10, 2025

These lenders will also contribute approximately $175m in new financing, split between a revolving credit facility and a delayed-draw term loan. Alacrity announced in a press release that it had reached a new financing agreement with its financial partners. Latham & Watkins and FTI Consulting are advising the unitranche lenders.

Stakes 52

Stakes Education Consulting Consultants 52

Mainsail

JANUARY 30, 2024

VetMedux, a trusted education and point-of-care information company, is the proprietor of Clinician’s Brief and Plumb’s Veterinary Drugs. Plumb’s Veterinary Drugs is a trusted point-of-care resource for veterinarians, providing support in case management, treatment planning and client education. Visit vetmedux.com for more information.

Education 52

Education Consulting Consultants Capital 52

Indigo Marketing Agency

JULY 23, 2024

In this industry, expertise lies in finance, not artistic expression, making it challenging to effectively convey your brand online. The headline is a command (“Take Control of Your Finances”), not just a benefit. A clear call to action guides visitors on what to do next, such as scheduling a consultation or downloading a guide.

Prospects 98

Prospects Education Consulting Consultants 98

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Motley Fool

OCTOBER 23, 2024

Non-case revenues include our Vivera Retainers, retention aligners ordered through our doctor subscription program or DSP, clinical training and education, accessories, and e-commerce. Morici -- Chief Financial Officer and Executive Vice President, Global Finance Thanks, Joe. With that, I'll now turn the call over to John.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Finance Financing Taxes 130

The Motley Fool

MAY 1, 2024

In this podcast, Motley Fool personal finance expert Robert Brokamp and contributor Matt Frankel break down choices facing new investors, and give some advice for long-term success. Ideally, you should choose something with a lot of educational resources, which some of these app-based platforms, let's say Robinhood or SoFi or one of those.

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Mutual Funds Investing Accounting Education 130

The Motley Fool

AUGUST 22, 2024

Workday empowers businesses to increase productivity, deliver incredible employee experience and drive greater efficiencies across finance. From an industry perspective, we had a banner quarter in our longest-standing vertical, higher education. They want to partner, and they're looking to us to lead them into the future.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Education Finance 130

Hedgestone

JULY 10, 2023

Requirements to Become a Business Broker in California In California, there are no specific educational or certification requirements to become a business broker. However, it’s important to have a solid understanding of business operations and finance. This can be gained through education or work experience.

Due Diligence 52

Due Diligence Education Finance Financing 52

Indigo Marketing Agency

JANUARY 17, 2022

Daniel Crosby Daniel Crosby is a psychologist and behavioral finance expert who’s passionate about helping financial advisors understand the intersection of mind and markets. A self-dubbed shrink, he’s the go-to person if you want to learn more about behavioral finance and investor psychology. You can connect with Cullen on Twitter.

Education 52

Education Consulting Consultants Finance 52

Pension Pulse

SEPTEMBER 21, 2023

The third-party report, compiled by consultant LifeWorks, attributes the figure to Alberta's high employment rates, young population, and higher pensionable earnings, which it claims has meant the province has sent billions more into the CPP compared to what it has received. That's more than half of the fund's estimated total net assets.

Pension Funds 104

Pension Funds Assets Consulting Consultants 104

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Indigo Marketing Agency

MAY 8, 2024

Prefer to work with a professional team exclusively focused on the finance vertical. This is a means of lead generation that relies on educating audiences on the front end and persuading them on the back end. The TMP Growth process includes: Strategy Consultation: It all starts with a strategy consultation.

Consulting 52

Consulting Consultants Prospects Education 52

Indigo Marketing Agency

MARCH 3, 2023

By introducing yourself, educating clients, setting expectations, increasing engagement, and saving time, a welcome email series can help financial advisors stand out and build long-lasting relationships with their clients. schedule a complimentary consultation, follow you on social media, subscribe to your podcast, watch a particular video).

Prospects 52

Prospects Education Consulting Consultants 52

Indigo Marketing Agency

AUGUST 23, 2023

A whopping 93% of millennials manage their finances online, making virtual meetings and screen-sharing a viable mode of communication. They value education, understanding processes, and transparency, aligning with advisors who prioritize client education as well as their best interests.

Education 52

Education Debt Consulting Consultants 52

The Motley Fool

OCTOBER 13, 2023

These centers help engage and empower communities to achieve their financial goals through financial education workshops and free one-on-one coaching. So when you look at securities finance transactions, you have haircut -- collateral haircut floors that get implemented. Looking ahead, the U.S.

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