Financial Planning
Latest News
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
States Seek Ways to Regulate Bitcoin
State regulators in Massachusetts and others around the country are taking a close look at virtual currencies as bitcoin continues to grow in popularity.
AICPA Supports Effort in Congress to Enhance Financial Transparency Act
The nation's largest association of accounting professionals, the American Institute of Certified Public Accountants (AICPA), is commending Congress for recent efforts to strengthen the pending Federal Financial Statement Transparency Act.
Workers Cite Internal Factors as Cause of Financial Stress
Financial stress among employees increased significantly in 2013 as more people cited internal factors as the cause of their stress, according to a recent survey.
Which States Have the Best 401(k) Growth?
Which states have the best 401(k) plans? That question isn't usually tied to geography, but financial advisory firm Judy Diamond Associates has found some key differences and benefits based on location.
Americans More Focused on Personal Finances
Despite continued minor improvement in the economy, most Americans are still worried and are increasingly focusing on improving their personal finances, according to a new report.
CFOs Focusing More on Financial Planning for Strategy
A new survey of the top financial leaders in America's businesses shows that they are becoming more strategic in their decision-making, and also relying more on financial planning when developing and guiding their corporate strategy.
Financial Planner Shares 3 Smart Tips for Retirement
With home ownership, job opportunity and retirement security in decline, an Allstate/National Journal Heartland Monitor poll shows that most Americans agree with what the experts have said. Seven in 10 think that tomorrow’s adults – today’s kids – will have less financial security than adults today.
Square Expands Partner Program, Integration with Xero & QuickBooks
Mobile credit card acceptance vendor Square has launched a new software partner platform that includes integration with Xero and QuickBooks. The collaboration is focused on building new applications that complement Square’s set of business services.