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Career
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Remote Work in Europe: Tax Implications for US Citizens You Need to Know
As remote work becomes increasingly popular, many US citizens are considering working for US companies while living in Europe. While this lifestyle change can be enticing, it can lead to a complex web of tax obligations and potential double taxation, and you should consider seeking professional tax advice tailored to your particular circumstances and needs.…
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The Balancing Act: Navigating Mid-Mom Phase and Office Priorities
Finding Balance in Career and Motherhood Work-life balance—does anyone ever truly achieve it? Probably not, but with each season of life, we find ways to make it work for the present moment. As a mother of five with a full-time career in financial advising, I’ve learned that the concept of balance is often more about…
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10 Essential Traits of High-Performing Client Service Associates in Financial Planning
In the dynamic world of financial services, Client Service Associates (CSAs) play a pivotal role that extends far beyond administrative support. As a crucial support system for financial advisors, CSAs are integral to fostering strong client relationships and ensuring smooth operations within a financial planning firm. For financial planning firms looking to cultivate top-tier talent,…
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What is an ERISA Bond for a 401(k) Plan, and Why Does It Matter?
When managing a business, staying compliant with legal requirements can feel overwhelming. One critical but often overlooked necessity when setting up a 401(k) plan is securing an ERISA bond. This essential safeguard protects employees’ retirement savings and ensures compliance with federal regulations. Understanding the Basics: What is an ERISA Bond? An ERISA bond is a…
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Merging More Than Just Companies: Your Guide to Seamless Retirement Plan Integration
When companies merge, much attention is often given to combining operations, technology, and corporate cultures. However, one of the most complex—and crucial—tasks that often gets overlooked is how to integrate retirement plans. Getting this step right can ensure that employees stay confident in their benefits and the process runs smoothly. Below, we dive into the…
