Most people don’t go much further than investing in their 401(k) plan when it comes to financial planning and investing for retirement and other goals. But your planning and investing should not end at the 401(k) plan. A world of opportunity for diversification amongst investment vehicles, asset classes, and investing strategies awaits you outside your employer-sponsored plan. Taking advantage of this can potentially significantly improve your wealth accumulation over time.
Recent Posts by 4Thought Financial
Financial News ,Financial Advisor ,Diversified Investment Advisors ,Diversified Investment Advisor
How a Diversified Investment Advisor Can Help You
Diversified investment advisors can help implement financial plans utilizing a variety of financial vehicles and strategies to build wealth and achieve goals.
[fa icon="calendar'] Sep 28, 2017 12:34:30 PM / by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: How to Improve an Investment Portfolio's Tax Efficiency
The CPE course will educate CPAs on what's behind the 1099s generated from their clients’ brokerage statements, and also provide answers about whether tax reductions can improve the net rate of return.
[fa icon="calendar'] Sep 27, 2017 10:31:00 AM / by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Estate Planning and Tax Reform
The CPE course will educate CPAs on the common problems caused by not updating an estate plan, as well as potential opportunities available before a change in the estate tax law takes effect.
[fa icon="calendar'] Aug 14, 2017 12:14:06 PM / by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Business Succession Planning for Privately Held Businesses
The CPE course will cover one of the most important, yet overlooked components of sound fiscal planning for businesses, to help ensure success following the death, disability and/or retirement of key owner(s).
[fa icon="calendar'] Jul 18, 2017 3:20:47 PM / by 4Thought Financial
Financial News ,CPA Continuing Education
The Importance of CPA Continuing Education
It is a requirement in most states that any practicing CPAs obtain continuing education to keep their license intact. Learn other reasons CPA CPE is important.
[fa icon="calendar'] Jul 6, 2017 3:28:16 PM / by 4Thought Financial
There's a constant push for continuing education among professionals in many industries. The reasons below should give you some good insight on why continuing professional education courses are so important for a CPA.
Financial News ,Investment Strategy
Investing for Beginners
Investing takes a ton of research for anyone, but investing for beginners can feel very overwhelming. Learn some tips on how to get started.
[fa icon="calendar'] Jun 29, 2017 3:27:43 PM / by 4Thought Financial
So, you want to invest, but you don't know where to start. It's a common issue for beginners, but it's easily solved with a little guidance and education. Once you know the basics, you can start cautiously investing, learning about more specific investments and techniques as you go. Here's a guide to investing for beginners, including some of the most popular first-time investment strategies.
Financial News ,Business Finance
What Is Fiduciary Rule?
The Fiduciary Rule is a controversial United States federal rule that came into being during the Obama administration. Learn more about what it entails.
[fa icon="calendar'] Jun 22, 2017 10:30:56 AM / by 4Thought Financial
The Fiduciary Rule is a controversial United States federal rule that came into being during the Obama administration. Intended as a way to mitigate conflicts of interest arising between financial advisors and their clients, the rule was due to take force on April 10, 2017. However, it has been delayed by newly elected President Trump until at least June 9, 2017.
Financial News ,Investment Strategy
Alternative Investment Strategies
Serious & savvy investors might want to veer off from traditional investment types. Learn more about a few different types of alternative investment strategies.
[fa icon="calendar'] Jun 8, 2017 11:33:37 AM / by 4Thought Financial
Stocks, bonds, mutual funds -- these are all typical investments with which nearly everyone is familiar. However, there are other investments available for investors who are looking for something less conventional. These investments are usually illiquid, harder to value, and potentially quite a bit riskier than conventional stock/bond investment strategies and in most cases are only available to “accredited” investors. But alternative investing may be a sound strategy for savvy investors who have the right professional guidance. Here's an overview of a few different alternative investment strategies.
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Tax Traps and Opportunities with Life Insurance
The CPE course will educate CPAs on different applications and considerations with life insurance. Some of the considerations for the future will be discussed when needs have changed.
[fa icon="calendar'] Jun 1, 2017 10:14:00 AM / by 4Thought Financial
Financial News ,Financial Planning
Do You Have a Personal Financial Plan?
Personal financial planning is crucial when organizing your individual financial goals. Setting realistic goals and making a strategy on how to achieve them will ensure your success.
[fa icon="calendar'] May 30, 2017 9:14:37 AM / by 4Thought Financial
Whether you're saving for something important or simply trying to cut down on unnecessary spending, a personal finance plan can help you achieve your goals. It allows you to see where your money goes and find ways to make it work harder for you. Here are some tips for making a personal financial plan for yourself or your family.
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