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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. Learning Activities - A variety of learning activities can be created using ChatGPT. The more detail the better.

Finance 191
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Do You Know Your Income Tax Rates?

Money Talk

There are actually five tax rates that taxpayers should be aware of: marginal tax rate, short-term capital gains tax rate, long-term capital gains tax rate, the tax rate on dividends (qualified and non-qualified), and effective tax rate. Federal marginal income tax rates are established by Congress and change periodically.

Taxes 178
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Useful Information from 2022 Webinars- Part 2

Money Talk

As I noted in a previous post , I periodically summarize notes taken from various webinars that I think might be useful to others. Successful investors ride through down markets, stick with a disciplined long-term plan, and control two things: fees (e.g., I hope that you found these information tidbits useful. What to do?

Finance 245
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Employee personas: How to create and use them

Achievers

These personas are easy-to-use tools that provide valuable insights into the unique characteristics, behaviors, and aspirations of different segments of your workforce. That being said, there are some common persona types that are used across organizations. What is an employee persona? Here are four that might suit your workforce.

Health 144
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What is Your Federal Income Tax Rate?

Money Talk

ordinary income, dividends, long-term capital gains), depending upon sources of taxable income. salary/wages, interest income, short-term capital gains, and RMDs (withdrawals) from tax-deferred retirement plans) in 2022 and 2023 are 10%, 12%, 22%, 24%, 32%, 35%, and 37%. You may actually have several different tax rates (e.g.,

Taxes 187
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What is an OKR? A guide to using OKRs to reach your goals

Achievers

Let’s take a look at how your organization can use OKRs to keep team members motivated and focused on the initiatives that matter most to your company’s success. Objectives and key results , also known as OKRs , are a goal-setting framework used by companies to define and track critical organizational priorities. What is an OKR?

Health 152
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Demystifying Financial Jargon

Money Talk

One factor that can be daunting to many people is the technical jargon used by professionals and financial media outlets. Below is a simple description of terms that are commonly used in financial reports and presentations: Inflation- This is the erosion of purchasing power over time. The inflation rate also affects savings.

401(k) 175