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.
Firm Management September 10, 2024
Eide Bailly’s Wealth Management Practice Joins Sequoia Financial Group
Eide Bailly, a national certified public accounting and business advisory firm has announced that Eide Bailly Advisors, LLC’s wealth management team will join Sequoia Financial Group.
Firm Management September 9, 2024
How CPAs Can Help Clients with Real Estate and Residential Changes
Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.
September 3, 2024 Sponsored
How to Become a Financial Hero to Your SMB Clients
With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.
Financial Planning August 3, 2024
Avantax Wealth Management Welcomes Noble Oak Financial
Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.
Payroll January 24, 2024
Less than Half of Americans Can Afford a $1,000 Emergency Expense
When asked how a sudden loss in income or employment would impact their finances, nearly two-thirds (66%) are worried they would not be able to cover their immediate living expenses over the next month.
Financial Planning December 28, 2023
Personal Finance: Pay Off Mortgage First, or Invest?
You might be better off putting those payoff funds toward investing, some experts say, while others believe it’s better to unload your debt, then focus on investments.
Financial Planning November 29, 2023
Managing Personal Finances for Adult Children with Disabilities
It’s not unusual for people with Down syndrome to live into their 60s and those with cerebral palsy to reach 50 years in age.
Advisory November 21, 2023
Estate Planning: A Guide for Accountants
Early estate planning strategies are critical to your clients, and accountants and tax professionals can offer significant and valuable assistance in the process.
Accounting Technology Lab Podcast November 16, 2023
The Accounting Technology Lab Podcast – Review of Clockwork – Nov. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss Clockwork, an AI-powered intelligent financial advisory tool.
Financial Planning October 25, 2023
New Employer Rules for 401(k) Catch-Up Contributions
The new SECURE 2.0 law adds another layer, beginning in 2025, for participants who are age 60 through 63.
Financial Planning October 20, 2023
The Pros and Cons of Annuities: A Guide for Financial Advisors
As financial advisors, you will act as a middle ground between the insurance company and the annuitant to facilitate the contract.
Financial Planning October 11, 2023
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.