when my mom passed away, she had emails in her inbox that went unanswered because we didn’t have any passwords. no one likes to talk about passwords before we pass away, but these tools can help make things easier for your loved ones to manage your digital life.
recent market volatility has most americans concerned about retirement, but there are apps that can help your clients save money and build more retirement savings.
by beth ziesenis
app of the week
according to a june survey from kiplinger, three-fourths of americans want more guaranteed income in retirement than what they have or what they expect to have. however, almost of americans aren’t saving enough for retirement.
perhaps it’s because they don’t have a good budget tool. the third week in october is national retirement security week, so there’s no better time to help your clients by recommending easy apps to ease their minds.
fortunately, we’re here to help with that.
after years in public accounting, chris ortega decided he wanted something different.
the indianapolis native knew he wanted to be an accountant when sarbanes oxley was making headlines and accountants were in high demand. “also,” ortega said, “i always loved numbers.”
he continued, “i started the first six years of my career in both public and corporate accounting then moved into finance and fp&a while getting my mba.”
armed with his mba in corporate finance from the university of indianapolis and a stellar resume, ortega said something was missing.
“after 17 plus years of experience in accounting, fp&a, finance and leadership, i felt there needed to be a fresh perspective on finance,” he said. “so, that is why i started fresh fp&a, which is fresh perspective on financial partnership & advising.”
and, while many business owners start with dreams and plans, ortega said his company operates with six key pillars in mind.
“think of it as the foundation of a house,” ortega explained.
app of the week: super-powered spreadsheet database tool
by beth ziesenis
app of the week
if you love a good pivot table (and what cpa doesn’t?), celebrate the anniversary of the first copy of visicalc, the first personal computer spreadsheet software.
spreadsheet day, october 17, gives us the opportunity to upgrade the humble cell-filled file. airtable is either a database tool disguised as a spreadsheet or a spreadsheet tool with database superpowers. either way, airtable gives you linked data tools to manage everything from personal budgets to company sales tracking.
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