Financial Planning
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More Rich Americans Will Soon Be Hit With an IRS Audit, Werfel Pledges
EV Makers Win Two-Year Extension to Qualify for Tax Credits
2024 Guide to State Sales Tax Holidays
Hawaii to Offer Tax Amnesty to Switch Short Term Rentals to Long Term
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 ...
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 ...
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, ...
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 ...
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 ...
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.
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.
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.