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 12, 2013
Financial Expert Lists 3 Things Every Woman Should Know About Money
‘It’s a Relationship That’s Not Going Away,’ Advises Female Financial Expert.
September 12, 2013
Cincinnati Accounting Show Prepares CPAs for Business Challenges
Two new CPE tracks and networking opportunities for accounting students and women CPAs will debut this year at the Cincinnati Accounting Show presented by The Ohio Society of CPAs (OSCPA) September 17 – 18 at the Duke Energy Convention Center.
August 26, 2013
Nearly One-Third of Clients Withhold Information from Financial Advisors
Clients don’t always share every piece of relevant information with their advisors, according to a new report by Securian Financial Group, financial services provider.
August 19, 2013
Wisconsin considering allowing crowd-funding of public businesses
The crowd-sourcing approach popularized by websites such as Kickstarter could give Wisconsin businesses a fresh source of funding, under a bill being drafted by three Republican lawmakers.
August 5, 2013
40 Percent of Small Businesses Using Mobile Credit Card Readers
New survey findings from 'Local Commerce Monitor' study highlight mobile and social adoption by SMBs; Data will be presented at LEADING IN LOCAL: SMB Digital Marketing, Sept. 11-13, in Austin
July 26, 2013
NC tax overhaul means credit for early-stage investors will expire
Investor groups say the upcoming expiration of a state tax credit designed to spur investments in early-stage businesses will make it harder for young technology companies to raise the capital they need to survive and thrive.
July 23, 2013
New identity verification system seeks to better secure e-commerce
E-commerce security startup Payfont, led by credit card and banking industry expert Dr. David Lanc, has released a beta version of its comprehensive patented system for securing personal and financial identity, available now to banks, e-commerce processors, credit card companies, and their consumers and merchants.
July 10, 2013
CPA authors ‘how-to’ guide to help small business owners retire rich
Thanks to Tim McDaniel, a CPA with additional business valuation and financial credentials, business owners now have a new financial resource at their fingertips.
July 9, 2013
Bank risk experts expect U.S. consumer credit gap to shrink or disappear
61 percent of bankers surveyed expected the average credit card balance to increase during the next six months. Just 26 percent of respondents expected delinquencies on credit cards to increase.
June 6, 2013
CPA gives advice: Couples should talk more about finances
David Stolz believes that June -- a good month for marriage -- also is a good month to address financial issues.
May 30, 2013
New review tool helps employers measure success of their retirement plan
New tool provides actionable solutions for improving plan results and employee retirement readiness
May 27, 2013
Billing or Practice Management – What’s Needed for Your Firm?
There are a number of strategies being promoted as the latest, easiest and/or best way to run your practice. Current thinking includes value billing, recurring flat billing, niche strategies, international, and so on.