Archive for the ‘Finances’ Category

Upcoming Financial Events

Please check out these upcoming financial events and conferences:

MMT (Mobile Money Transfer) Americas Conference and Expo
March 08 – 11
Mexico City

Financial Services Technology Summit
March 17 – 19
Amelia Island, Florida

OpRisk USA
March 23 – 25
NYC

FX Invest North America
April 13
Toronto

National Technology In Mortgage Banking Conference & Expo
April 25 – 28
Chicago, Illinois

AICPA Conference on Tax Strategies for the High-Income Individuals
May 3 – 4
Las Vegas, Nevada

Structured Products Americas
May 6 – 7
Miami, Florida

Fair Lending Modeling Symposium
June 6
Orlando, Florida

AICPA Tech + Conference
June 7 – 9
Las Vegas, Nevada

Financial Services Technology Expo
June 22 – 24
NYC

The CIO Forum Financial Services
November 4
NYC


Time is Money: MyWorthNow Saves CPAs Time and Frustration

CPA accountant personal financial statement

Photo by psd

MyWorthNow is an excellent, time-saving tool for certified public accountants (CPAs). In just minutes, CPAs can access and create customized personal financial statements for their clients.

In the past, CPAs had to spend countless hours compiling the necessary information for and preparing personal financial statements on behalf of their clients. Now, with the help of the innovative MyWorthNow application, the entire process of updating and storing financial information is a breeze. For a reasonable membership fee, their clients can sign up for their own MyWorthNow account, update their financial information and assign their CPA to be a delegate user of their account.

As delegate users, CPAs can easily prepare custom financial statements. The application provides CPAs with an easy-to-download PDF file saving them the time and sparing them the frustration previously spent on personal financial statements. Accounting professionals are given back valuable time to use as they see fit – whether it allows them to take on more clients and grow their business or spend some quality time with their family.

Tell me how you would use the time that the MyWorthNow technology would give you. What would you do with your time?


MyWorthNow Offers You the Flexibility of 24/7 Access

Clocks 24/7 Access

Photo by Leo Reynolds

You already know we have streamlined our tool for increased functionality and improved ease of use, but did you know that your MyWorthNow account is available 24 hours a day, seven days a week?

The MyWorthNow application was developed to meet the needs of businesses and individuals who must have up-to-date personal financial statements to comply with banking regulations and lending requirements. We understand the fast-paced lifestyle of busy professionals can be hectic, so we strive to make your life simpler. MyWorthNow allows you to store and to update your financial information at your convenience. Our online programming offers you the flexibility to create personal financial statements on your schedule. Since your data is stored online, you only need Web access to remotely sign in to your MyWorthNow account and update your financial information. Whether it is the middle of the night or just after lunch, MyWorthNow allows you to take care of your financial statements on your time.


Friday is International Data Privacy Day

It is time to celebrate!

Friday, January 28, 2010 is International Data Privacy Day.

The purpose of Data Privacy Day is to raise privacy awareness and promote data privacy education focusing on privacy issues raised by the use of social networking sites, cell phones, online gaming and other online devices.

Data Privacy Day 2010

Photo by Privacy by Design

In honor of the day, events and activities are held to encourage technological developments to manage personally identifiable information and encourage privacy compliance.

An Overview of MyWorthNow’s Privacy Practices

MyWorthNow gives its customers peace of mind. We provide a safe and secure environment to track and to store your financial information online. First and foremost, MyWorthNow is committed to protecting the privacy of your sensitive financial data.

Our team works tirelessly to preserve the integrity of your financial information and to protect against the loss, misuse and alteration of the data under our trust. To ensure your privacy, we have integrated multi-tiered security measures to safeguard your data.

Rest assured, your financial data is stored in an encrypted environment. The MyWorthNow application uses VeriSign(R) Secure Socket Layer (SSL) technology to provide security for your sensitive financial information.


The New MyWorthNow is Coming!

Periodically we will be able to share bits of new information about the MyWorthNow Website redesign. The clean design is sharp and wholly complements the sophisticated and unfussy simplicity of MyWorthNow, the most innovative and secure application for your financial statements. I am very pleased to share a screen shot of our slick, new, user-friendly site.

The new MyWorthNow site is still in the design stages so please pardon the filler text on our screen shot.

We have also further streamlined our MyWorthNow application with several upgrades and advanced features. Integrated with improved statement management, all-new tutorials and easy-to-use networth analysis, the MyWorthNow application has never been sleeker. We have even included this blog to keep you informed with industry news and MyWorthNow updates. Please check back for more details as we continue the redesign process.


Have Your Financial Questions Answered with the ‘Your Money Bus Tour’

The MyWorthNow team recently checked out the Downtown Raleigh calendar to keep up with local happenings and came across a listing for the ‘Your Money Bus Tour’.

The Your Money Bus Tour financial advice

Photo by The Your Money Bus Tour Facebook Group

The ‘Your Money Bus Tour’ will be visiting downtown Raleigh TOMORROW, January 19th, and hosting a free financial advice event at the State Government complex, located at 425 North Wilmington Street, from 10 a.m. to 2 p.m.

The cross-country tour promises to be a one-stop-shop for financial guidance with the aim of educating American consumers about the importance of savings and financial literacy. Financial advisors will be on hand to answer your questions and offer advice with no strings attached, according to their blog.

Later this week, the Tour will stop in Greensboro, N.C. In honor of being selected as a tour stop, the city declared this week Financial Literacy Week.

What: ‘Your Money Bus Tour’
Where: State Government complex on Halifax Mall, between the Revenue and Education buildings, 425 North Wilmington Street, Raleigh, N.C.
When: 10 a.m. – 2 p.m.


MyNetWorthNow to Relaunch as MyWorthNow

We’ve got a new name and slick new Website launching in the second quarter of 2010, but we are the same trusted solution that you turn to for comprehensive, timely and up-to-date personal financial statements.

Designed as a time-saving solution for both high net worth individuals and the financial institutions that serve them, our Web-based software tool is user-friendly and easily customizable to your specific financial situation. Our service simplifies the entire process by securely storing and updating the information necessary to automatically generate a personal financial statement. By offering a secure, encrypted environment, our subscribers are able to more efficiently process as many customized financial statements as required in just minutes.

I envisioned this solution because of my own personal experience as a commercial real estate developer. After preparing dozens of personal financial statements for multiple lenders, I was unable to find a tool to make the process easier. Thus, I started researching the market for solutions only to find elementary software which was unable to address all of my needs.  After years of research, trial and error, we have created a solution for the personal financial statement.  Product development for MyWorthNow has been staffed by the most highly qualified professionals in this arena to create a helpful and time-saving solution.

I look forward to developing a productive relationship with you as I provide you with future updates, article and tips.