Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
April 18, 2016
New Calculator Helps People Plan Financial Goals
The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...
April 5, 2016
CFOs Becoming More Strategic
As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...
April 5, 2016
New Guidance Looks At Financial Management and Controllership
Thomson Reuters Checkpoint Financial Management and Controllership combines expert analysis and practical, day-to-day guidance for financial managers and controllers, incorporating sample statements, budgets, disclosures, customizable checklists, ...
April 3, 2016
30% of Americans Clueless On Their Debt
Forty-seven percent of respondents frequently live paycheck to paycheck. Two-thirds2 of Americans don't have six months of savings in their emergency fund. Thirty percent don't have an emergency fund at all. More than half of respondents don't ...
March 28, 2016
Millennials Saving More, But Admit To Frequent Impulse Spending
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 21, 2016
Busting 3 Financial Planning Myths
It's important to have a track to run on when it comes to retirement planning, but you may want to exercise a bit of caution in putting too much weight on these financial-planning rules.
March 21, 2016
Valuation: Teach Clients To Treat Their Businesses As An Investment
To grow your business valuation services, consider helping your clients learn how to treat their business like an investment. Doing so can generate repeat valuation engagements while boosting your role as a trusted advisor.
March 21, 2016
Some Retailers Lagging Behind on Accepting New Chip Credit Cards
Over the past year, most banks and financial institutions issued replacement cards containing the chip. Many retailers have added chip card readers at their stores but aren't yet using the technology.
February 29, 2016
GASB Statement Provides Guidance on Reporting of Component Units
The Governmental Accounting Standards Board (GASB) has a new statement about how certain component units incorporated as not-for-profit corporations should be presented in the financial statements of the primary state or local government.
February 29, 2016
Investors Bullish on Real Estate in 2016
Investors continue to be optimistic in their 2016 outlook for the U.S. real estate market, with 91 percent expecting real estate fundamentals to be about the same or better during the year ahead, according to KPMG’S 2016 Real Estate Industry Outlook.
February 29, 2016
New FASB Guidance Focuses on Lease Accounting
“The new guidance responds to requests from investors and other financial statement users for a more faithful representation of an organization’s leasing activities,” stated FASB Chair Russell G. Golden.
February 22, 2016
The Great Tech Crash of 2016
Everyone loves a good disaster story. From shifting tectonic plates to the zombie apocalypse, it is great fun to spin a story of impending disaster, including the impending crash of the technology sector and its stocks.