With most taxable money market vehicles yielding under 3%, I have my eyes out for safe and painless opportunities to earn a higher yield. Also, the IRS has begun sending the economic stimulus payments via direct deposit this month enabling taxpayers to take advantage of incentives with extra cash flow.
One national grocery company, The Kroger Company, has announced an incentive for all of its customers to receive an additional 10% bonus amount when exchanging tax refunds or stimulus payments into gift cards.
The Kroger Co. (NYSE: KR) said today that beginning May 2, 2008, customers can receive free groceries through a gift card program available exclusively in Kroger stores. The program allows Kroger customers to exchange their tax refund or economic stimulus checks for a Kroger gift card with an extra $30.00, $60.00 or $120.00 added to it. Gift card amounts correspond to the payment amounts outlined by the Internal Revenue Service for the federal economic stimulus program.
I encountered a unique resource on the
My firm is seeking to hire a new employee, so I have assisted in sending out notices through my various networks to find qualified candidates. One individual recommended that I use the services of the
Davis Janowski over at Investment News
Financial advisers create large volumes of data due to the comprehensive nature of the financial planning process. Portions of the material generated include documents that can easily be searched, such as Word documents of financial plans, Excel worksheets with calculations, and email correspondence with clients and allied professionals.
This morning when I arrived at work I received a notification from the
As a busy financial planning professional, I send out many requests for meetings, conference calls, and other events throughout each week. Some are fairly easy to schedule, such as one-on-one time with a co-worker, but every so often there are times where I need to send a request to numerous individuals and make a futile attempt to work around their own busy schedules.
During the production of our
The Financial Planning Association (FPA®) Board of Directors recently approved changes to its membership structure, most notable of which is an increase of up to $100 in membership dues. The changes become effective on June 1, 2008.
I have invested many months in an attempt to make the production of quarterly reports much more of a turn-key process in my firm. I am happy to say that by lunchtime on April 2nd, I finished all the quarterly reports and associated workpapers that will be provided to the planners and, ultimately, to our clients. (Update, April 3: Well, I discovered errors within the reports, but they are due to a custom plugin to our Portfolio Management Software, 


