Financial Planning July 25, 2026
2026 Comic Book Investing: A Mid-Year Report Card
Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.
September 1, 2015
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...…
August 26, 2015
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 ...
August 26, 2015
Health Savings Accounts (HSAs): A Win-Win-Win
HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...
August 26, 2015
Four Professionals Honored with “Bridging the Gap Awards” at Boomer Technology Circles Summit
Three of the awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management while the fourth award recognizes an outstanding emerging leader.
August 26, 2015
The 4 Phases of a Sound Financial Plan
Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.
August 26, 2015
4 Ways a Holistic Approach to Personal Finances Can Make a Difference
When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.
August 26, 2015
What Keeps CFOs Awake at Night? Study Shows CFOs Optimistic But Cautious
More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the ...
August 19, 2015
Financial Accounting Foundation Appoints New Chair and Members to Private Company Council
The Board of Trustees of the Financial Accounting Foundation (FAF) has appointed a new chair and three new members of the Private Company Council (PCC) to three-year terms that begin on January 1, 2016. Six PCC members were reappointed.
August 18, 2015
3 Tips to Achieve Financial Success
Ultimately, each person must be his or her own best financial advocate. It may take a team of professionals in various fields to provide retirees with the good life, but individuals need to be their own most valuable player for their well-being.
August 9, 2015
Some Retirees Find Fun in Part Time Jobs
What do school kids and retirees have in common during these dog days of summer? For many, it’s having lots of time and not knowing what to do with it.
August 4, 2015
“The Data-Enabled CEO”- 5 Steps to Turn Data Insights into Competitive Business Advantages
Today’s CEOs face a host of complex business challenges, including how to harness disparate streams of data to generate pragmatic insights and deliver increased profitability. The difficulty CEOs face is not in obtaining the data, but in determining ...
July 30, 2015
How Hidden Investment Fees Can Upend Your Retirement Goals
Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...