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.
September 10, 2015
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
September 9, 2015
New Personal Finance Book Focuses on “The Sisterhood of Money”
Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.
September 8, 2015
The Core Phases of a Sound Financial Plan
Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.
September 8, 2015
The 4 Keys to Financial Planning
Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...
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...…
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 ...
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.
August 26, 2015
4 Ways a Holistic Approach to Personal Finances Can Make a Difference
When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.
August 26, 2015
What Keeps CFOs Awake at Night? Study Shows CFOs Optimistic But Cautious
More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the ...
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.
August 4, 2015
“The Data-Enabled CEO”- 5 Steps to Turn Data Insights into Competitive Business Advantages
Today’s CEOs face a host of complex business challenges, including how to harness disparate streams of data to generate pragmatic insights and deliver increased profitability. The difficulty CEOs face is not in obtaining the data, but in determining ...
July 22, 2015
New Guide Helps Americans Handle the Financial Consequences of Natural Disasters
Safeguarding one’s finances in case of a catastrophic event is an often overlooked aspect of disaster preparedness. To help people mitigate potential damages and lessen the financial blow of a disaster, The American Institute of CPAs (AICPA), American ...