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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
New Personal Finance Book Focuses on “The Sisterhood of Money”
Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.
The Core Phases of a Sound Financial Plan
Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.
The 4 Keys to Financial Planning
Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...
The Latest Trends in Accounting Marketing
To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...
How to Make Retirement Planning Easier
While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...
Wealth Manager Gives Long-Term Budget Advice to LGBT Couples
For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society […]
Cyber Threats and Regulations Top List of Challenges for Information Security Officers
Faced with escalating cyber threats and increasingly complex regulatory mandates, chief information security officers (CISOs) are experiencing growing pressure to protect critical information and infrastructure assets, while also embracing strategic ...