Payroll December 3, 2025
As the year draws to a close, experts say Social Security recipients may benefit from reviewing several key items before Dec. 31 to help avoid payment issues, tax surprises or reporting problems in 2026.
November 19, 2025
November 12, 2025
November 11, 2025
May 31, 2016
Senior citizens in 47 states and the District of Columbia aren't replacing enough of their pre-retirement incomes, according to a new Bankrate.com study. Many financial experts believe retirees need at least 70% of the income they earned in their ...
May 24, 2016
The traditional distinction between employees and independent contractors is discouraging companies from offering gig economy workers important support, particularly when it comes to taxes. That'd according to Joseph Kennedy, senior fellow at the ...
May 6, 2016
One of the issues that often causes a high degree of client confusion is whether or not a withdrawal from their IRA account will be taxable, and if so, to what extent.
May 4, 2016
Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent...…
April 26, 2016
The main reason for making deferred comp payments to retired partners is to “acquire” their clients. If a firm knew for sure that they would lose the clients of a retiree, I doubt that deferred comp payments would be made.
April 26, 2016
The path to achieving financial milestones like paying for a college education, buying a car, owning a home and retiring at an early age always begins with one step: saving for the future.
April 26, 2016
The survey asked respondents to rank the following financial burdens from most significant to least significant. The following percentages reflect how frequently the specific answer choice was selected as being the No. 1 issue hindering the economy.
April 22, 2016
After decades of job hopping – by necessity or design – some people have accumulated several retirement accounts, making it a confusing chore to keep track of what’s happening with their money.
March 28, 2016
Over half (55 percent) of the young adults surveyed admitted that they were impulse shoppers, defined as making an unplanned purchase of $30 or more on a daily or weekly basis. Impulse buyers are more likely than those who never or rarely make an ...
March 22, 2016
As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been.
March 21, 2016
To be awarded membership in HCAA, firms must demonstrate proficiency and commitment to serving clients in health care.
March 1, 2016
This legislation included the extension of more than 50 tax credit and incentive programs that expired on Dec. 31, 2014 – among them an array of federal tax credits that offer incentives to employers who implement various hiring, training and ...