The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. If you are considering a living trust, consult an estate planning attorney to see if it makes sense for your situation. For guidance on your personal situation, please contact a lawyer. To be clear, you can also change or revoke wills.

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The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. Some big advantages to a living trust Also known as a revocable trust , a living trust is a legal document that fulfills many of the same purposes as a traditional last will and testament. Image source: Getty Images. First is the initial cost.

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The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Either way, if you're not sure what to do (which is completely understandable), your best bet would be to consult an attorney who focuses on estate planning. For guidance on your personal situation, please contact a lawyer.

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Assets Education Legal Consulting 246

The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. A last will and testament is indeed a useful and binding legal document, long a traditional means for allocating assets, assigning guardianship for minor children, and specifying other last wishes. But is it the best way?

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. There are do-it-yourself documents out there, but it's best to consult with an experienced estate attorney on all this. That's because a thoughtfully crafted living trust ensures your estate passes securely to heirs and avoids legal issues.

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The Motley Fool

SEPTEMBER 18, 2023

This article is intended for educational purposes only and is not legal advice. Just like you need to consult an expert here, do so over there. Consult a trusted tax and estate planner on those matters both here and in your new home before you sell assets and as you plan your estate. Same thing with inheritance taxes.

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Taxes Consulting Consultants Education 263

Private Equity Professional

JULY 11, 2024

Limited partners in Fund I include pension plans, foundations, insurance companies, financial institutions, family offices and consultants. Service sectors of specific interest include business-to-business, education technology, financial technology, information technology and software.

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Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

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The Motley Fool

SEPTEMBER 3, 2024

Image source: Getty Images One great perk of owning a small business, especially if you're a freelancer, consultant, e-commerce website owner, or any other business that can be run remotely, is that you can work from anywhere. The Netherlands and Norway both score highly for excellent healthcare, education, and social services.

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Walkner Condon Financial Advisors

MAY 9, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Read more on what impact this will have on financial services and Clint’s comments HERE.

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Fortune Financial

JANUARY 11, 2024

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

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The Motley Fool

MAY 22, 2024

CEO Stéphane Bancel has spoken often about his commitment to this technology and even set up an AI academy to educate employees about ways to integrate it into their jobs on a daily basis. This recent and ongoing investment in AI already is showing results, reducing Moderna's need for purchased services and outside consulting.

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Walkner Condon Financial Advisors

APRIL 27, 2023

The rules and rates for state and local taxes vary by jurisdiction, so it is important for employees to consult with a tax professional to understand their specific tax obligations. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

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Sara Grillo

DECEMBER 11, 2023

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. For advise on such matters, contact a legal or compliance advisor.

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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. Visit nasaa.org for more investor education information and news. This Investor Alert represents the views of the staff of the Office of Investor Education and Advocacy.

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Sara Grillo

JUNE 24, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Sara G Elan Moas Elan Moas, the owner of Moas Consulting, a firm specializing in life insurance strategies, is a 4X SEC whistleblower and author of the book, “Lapsed, The Universal Life Insurance Whistleblower.”

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The Big Picture

MARCH 5, 2023

At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. Tuition Revenue Has Fallen at 61% of Colleges During the Pandemic Source: Chronicle of Higher Education Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this.

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Private Equity Insights

JULY 20, 2023

served as placement agent for the fund and Kirkland & Ellis served as legal counsel to Alpine. Originating with its CEO-in-Training and CEO-in-Residence programs, Alpine employs over 110 CEOs and executive-level roles within its portfolio companies through these talent programs. Evercore Inc.

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The Motley Fool

SEPTEMBER 5, 2023

They can also help you avoid tax hassles and legal battles. This type of trust can pay for expenses that are not covered by government programs, such as therapy, education, or recreation. You may need to consult with an estate planning attorney to help you make the best decision.

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Sara Grillo

JUNE 17, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Fortune Financial

APRIL 11, 2024

Reclaiming these assets can be formidable, requiring individuals to wade through bureaucratic processes, trace their employment history and sometimes navigate complex legal requirements to prove ownership. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

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Education Taxes Consulting Consultants 59

Sara Grillo

APRIL 19, 2024

I’m not a lawyer – so please don’t interpret anything I say here as legal advice. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Don’t be fooled!

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Hedgestone

JUNE 15, 2023

Nonprofit businesses can take many forms, including charities, educational institutions, religious organizations, and advocacy groups. Finally, it’s important to consider the legal and tax implications of selling a nonprofit business. Failure to do so could result in a loss of trust and support from your donor base.

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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.

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

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

The Motley Fool

AUGUST 22, 2024

These applications span a wide array of industries and scenarios, from online education and e-commerce to public service sectors, and are integrated into both online platforms and smart devices. We're educating the market and making AI accessible or key. We see the LLM and GenAI market is still in its very early stages.

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Walkner Condon Financial Advisors

APRIL 26, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. He is a Client Service Specialist who works with clients locally in Madison and around the country.

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Walkner Condon Financial Advisors

FEBRUARY 21, 2023

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Alicia Vande Ven , M.S., Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

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Ballast Advisors

AUGUST 16, 2023

You should always consult with your tax professional with regard to specific tax questions and obligations. does not provide investment, tax, legal, or retirement advice or recommendations. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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Accounting Taxes Education Legal 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Given that 90% of married women will end up needing to manage their own finances at some point due to divorce or widowhood, it’s important that advisors take the initiative to educate their clients and encourage both spouses to engage in financial planning discussions. This material is intended for educational purposes only.

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The Motley Fool

AUGUST 14, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he is joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer. Just a couple from us.

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Hedgestone

JULY 10, 2023

In this article, we’ll provide you with a step-by-step guide on how to become a certified business broker, including the education and experience requirements, the licensing process, and the benefits of certification. In general, you’ll need to pass a licensing exam and meet education and experience requirements.

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Mergers and Acquisitions Education Best Practices Legal 40

Sara Grillo

DECEMBER 22, 2023

I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, there is selection bias inherent in this list.

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Due Diligence Legal Consulting Consultants 52

Axial

MAY 18, 2023

Hire an M&A consultant. Before engaging a consultant, ask to speak to references, see specific deals or projects they’ve worked on, and look at samples of past prepared materials. Begin aggregating the key materials, then consider handing them over to a consultant or bank for the final compilation and review.

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Consulting Consultants Legal Banks 52

Walkner Condon Financial Advisors

JULY 27, 2023

Amber will be tasked with helping educate clients and tell our story to others that may not know us yet. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Education 52

Education Bidding Taxes Legal 52

Walkner Condon Financial Advisors

MARCH 16, 2023

Here are a few of the most common above-the-line deductions: Educator expenses: Teachers and other educators can deduct up to $350 in out-of-pocket expenses for classroom supplies. To determine which deductions you may be eligible for, it’s a good idea to consult with a tax professional or use tax preparation software.

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Taxes Education Consulting Consultants 52

Fortune Financial

FEBRUARY 4, 2024

Whether your objectives include paying off a mortgage, funding a college education or preparing for significant family events, understanding and utilizing NUA can greatly enhance your financial strategy, providing immediate and long-term benefits. Please consult with a qualified professional for this type of advice.

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