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.
January 21, 2014
AICPA Honors CPA for Contributions to Financial Planning
The American Institute of CPAs today recognized Steven Levey, CPA/PFS, CGMA, with the AICPA Special Recognition Award for 2014. The Institute presents the award to individuals who have made outstanding contributions to a particular area of the profession.
January 17, 2014
Saving for Retirement: What You Should Be Doing Now
You’ve heard the mantra a thousand times: It’s never too early to start saving and planning for retirement. Whether you’ve heeded that advice closely or have let time slip by, it’s also not usually too late to have a positive effect on your retirement finances.
January 14, 2014
5 Steps to Financial Independence in 2014
The New Year is a great time to make some positive changes in your financial life. While Americans are good at creating resolutions, we often find them difficult to keep. We resolve to lose weight, save money or end bad habits, but few of us stick with those plans for long.
January 8, 2014
Auditor Cites Credit Card Misuse at Washington State University
The Washington State Auditor's Office published a report last month detailing cases of university credit cards being used for "unallowable" purchases at three major higher education institutions, including Washington State University.
December 30, 2013
5 Money-Saving New Year’s Resolutions
With the countdown to resolution season rapidly approaching its end, the leading credit card comparison website CardHub.com today announced 5 Money-Saving New Year’s Resolutions in order to help people begin 2014 on the right financial foot.
December 19, 2013
Five Year-End Tips for Accounting Firms on Wealth Management Services
The end of the year brings the happiness of the holidays, time spent with family, hopes for the year to come and, for many individuals and business owners, challenges relating to their financial health.
November 8, 2013
How an Accounting Firm Can Offer Full Financial Planning
Financial trends and strategies beyond the tax advice basics.
October 28, 2013
Cash Flow and Business Intelligence Top Priorities for Business Leaders
CFOs and financial executives are concerned about their organizations' ability to efficiently and effectively manage cash flow and working capital due to the growing need to address economic volatility with greater precision, speed and flexibility.
October 23, 2013
New Book Helps People Get Their Personal Finances in Shape
The Confident Retirement Journey Offers Prescriptive Advice on Preparing for a Successful Personal and Financial Future
October 17, 2013
A Growth Opportunity For CPAs: Self-Directed IRA Investors
With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).
September 30, 2013
More Small Business Owners Achieving Work-Life Balance
Small business owners are worried about healthcare, retirement and general finances, but it seems they are achieving an increased work-life balance, according to a recent survey by online marketing company Yodle.
September 19, 2013
New Tax Incentives Focus On Attracting Business to New Jersey
New Jersey Governor Chris Christie on Wednesday signed into law a bill overhauling the state's tax incentive programs, touting the measure as a bipartisan achievement that would enable New Jersey to better compete for business.