Financial Planning

February 10, 2016 

Eighty percent of financial advisors reported that fear is the primary motivator for their clients, up from 51% in Q1 2015, reflecting escalating concerns over the steep increase in volatility across global markets. Additionally, nearly half (44%) of ...

February 9, 2016 

Almost half of non-homeowners say their financial situation stands in their way of purchasing a home, according to a new Bankrate.com (NYSE: RATE) report. 29% say they can't afford a down payment and 16% say their credit isn't good enough to qualify ...

February 9, 2016 

Those accounts aren't the only financial secrets Americans are hiding: 41% have spent over $100 without their spouse or partner's knowledge, including 19% who have spent more than $500. Men are almost twice as likely as women to have spent more than ...

February 8, 2016 

When we think about money, let’s be honest – we’re not talking about just money, but also a host of related consequences and deeply felt emotions.

February 3, 2016 

The vast majority of the 533 global CFOs surveyed also cited collaboration with other parts of the organization as a key initiative in 2016, as finance increasingly sits at the “hub” of big data.

January 12, 2016 

Small business owners face numerous everyday challenges, and they usually conquer them with their entrepreneurial strength. Unfortunately, keeping the books on their growing business is not a skill someone can simply persevere through and get it right.

December 30, 2015 

This social-savvy and boundary-pushing group is wielding its influence on virtually every industry, including the financial one. Here's a look at six of the most popular finance trends among Millennials and a preview of what to expect in 2016.

December 22, 2015 

More than 95% of CGMAs surveyed said their companies are concerned with the threat of database breaches, distributed denial of service (DDoS) attacks, phishing scams and other cyber attacks. Nearly three quarters, 72%, said their companies have ...

December 21, 2015 

Similar to 401(k) retirement accounts, 529 Savings Plans are investment savings accounts that are based on investments in stock, mutual funds or similar markets. Recognized by the IRS starting in 1996, they are overseen by individual states and ...

December 2, 2015 

The FreshBooks Card Reader is fully integrated into FreshBooks’ payments offering and accounting software for the Web and iOS devices, so invoices and reports are automatically updated as payments are processed. It offers the latest security ...

November 16, 2015 

Seventy percent of those surveyed believed that a strategic investor (competitor, corporate) would offer the greatest price for their business, compared to 30% believing the best deal would come from a financial investor (private equity, venture capital..

November 16, 2015 

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...