Financial Planning

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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...…

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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 ...

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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.

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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.

 AICPA Names Winner of New Scholarship for Financial Planning

July 22, 2015 

AICPA Names Winner of New Scholarship for Financial Planning

The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...

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July 8, 2015 

IPO Market Heats Up in Second Quarter, According to PwC

The U.S. IPO market came back to life in the second quarter of 2015, surging 83 percent in volume and 111 percent in proceeds raised, compared to the first quarter of 2015, according to IPO Watch, a quarterly survey by PwC US.