Financial Planning

The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...

Expert offers tips for anyone who's worried about what to do next (or not to do, as the case may be) in the volatile coronavirus market: First, make sure both you and your financial advisor are fully engaged.

Credit card debt, in and of itself, isn’t always bad. The true value of any debt is how much it helps versus how much it hurts your clients’ financial outlook. A loan may be necessary at times. And if they can get that cash infusion for zero percent ...

Nearly 2 in 5 (39%) Americans say their biggest financial regret is not saving enough. Eighteen percent wish they started saving for retirement earlier, 14% regret not saving enough for emergency expenses and seven percent would have liked to have ...

I resigned recently from the role as a VP on a NASDAQ listed company. We spent our lives forecasting. Wall Street wanted to know exactly what we were going to do the next quarter and year and preferably the next ten years! They were ruthless.

A new survey by Credible.com reveals that millennials rank their credit card debt as the scariest issue in their daily lives, even scarier than weighty issues like dying and the threat of war. It’s hardly a surprise, given Americans hold nearly $800 ...

Among the primary challenges faced my most MNEs is the fact that the financial systems currently in place do not support adequate tax reporting for the new tax transparency requirements (e.g. lack of legal entity detail, lack of a tax-sensitive chart ...

The word cash is starting to get a funny ring to it, isn’t it? Like “davenport”, “slicker” or “billfold”. Coin and paper currency are fading into the background of modern finance and appear only most frequently in movies about heists or shady ...