Financial Planning
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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
Payroll tax changes aren’t affecting many investors’ behavior
Half of investors have not changed their savings or spending behavior despite a reduction in take-home pay due to payroll tax changes this year, according to the John Hancock Investor Sentiment Survey.
Paying for college with bubblegum? This highschooler is doing it with his own small business
He's saving for college 25 cents at a time. For Firestone High School senior David Krichbaum, that means handfuls of peanut M&Ms and shiny quarters, a ton of sales pitches and more than 200 rejections.
Houston CPA firm Gainer Donnelly forms Investment Advisory group
Gainer Donnelly Forms New Entity to Offer Investment Advisory and Financial Planning Services
SEC continues probe of suspicious trading of H.J. Heinz stock, Swiss account
SEC has a lot to sort out in the H.J. Heinz Co. investigation
Study shows how investor attitudes and actions have changed since beginning of financial crisis
A new study by Fidelity Investments shows how investors have changed their attitudes and behaviors over the past five years, since the start of the financial crisis in 2008.
Americans struggling to keep wallets closed, despite weak economy
Survey by Accounting Principals finds that employed Americans are losing an average of $130 per month due to the payroll tax increase, but are doing little to curb spending.
One of America’s richest families faces divorce, split of shares
One of America's wealthiest and most influential businessmen is embroiled in a contentious divorce that could lead to a record financial settlement and threaten his control of America's fastest-growing oil company.
Investment options for “small-dollar” investors
There may be a new source of investment help for these consumers, though. Although traditional investment firms may deny a client with less than $100,000 in readily available assets, other financial services are designed for the small-dollar investor.