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Unlocking Insights: The Ultimate Survey Question Template Blog

Vantage Circle

This blog will examine various survey question templates. How well does leadership support your professional growth and development? Personal and Professional Development These questions explore different facets of personal and professional growth. How well does the company address and support employee financial wellness?

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Personal and Professional Uses of Generative AI

Money Talk

I recently co-taught a webinar for one of my clients about professional uses of artificial intelligence (AI) platforms such as ChatGPT. To use this program, users must create an account with a username and password. If professional assistance is required, the services of a competent professional should be sought.

Finance 191
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Blogging for Recruiters: Tips to Find New Candidates

Hppy

Finding a co-worker might be a challenging task even in a big city where lots of different professionals are present in the job market. Recruiter blogs could be a great solution for HR managers in finding new employees. Blogging as a recruiting tool for hiring in 2022. Recruiter blogs and jobs.

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How to Inventory and Protect Your Digital Assets

Money Talk

bank and brokerage accounts, cryptocurrencies, and retirement savings plans). online retailer accounts and financial accounts) and then prepare a detailed inventory. Benefit Accounts - This category includes rewards programs for various airlines and hotels, railroad miles, and retailer rewards or loyalty programs.

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Ten Tax Planning Tips for 2022

Money Talk

In an earlier blog post , I described 12 tax planning topics for 2022. Also consider some savings in taxable and/or tax-free accounts so you have tax diversification (i.e., Take time now to research potential account custodians. Seek professional advice, if needed. assets that are taxed in different ways).

Taxes 261
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An Introduction to IRMAA

Money Talk

Full disclosure: this blog post is written from a place of privilege for older adults with higher-than-average incomes and/or assets. Consider Philanthropy- As a win-win, older adults can make gifts to charitable organizations that reduce their account balances and taxes. IRMAA surcharges.

401(k) 243
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A Mid-Year Financial Check-Up for Older Adults

Money Talk

I recently wrote a blog post about doing a mid-year financial check-up in early July so you have six months to work on planned action steps. Annual Cash Withdrawals - Many older adults use RMD calculations as a default metric to determine annual cash withdrawals from retirement savings accounts. Start planning now at mid-year.

Taxes 246