Payroll

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December 5, 2019 

Financial Planning Tips to Close Out 2019

As 2019 comes to an end, so does the window of opportunity to take advantage of certain tax and financial planning strategies. To help Americans be best positioned come Tax Day 2020, CPA financial planners with the American Institute of CPAs (AICPA) ...

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December 2, 2019 

8 Tips to Avoid Identity Theft and Fraud Over the Holidays

During the holiday season, criminals take advantage of large numbers of people shopping online to steal identities and money – as well as sensitive tax and financial data that can be used to file fraudulent tax returns when the filing season opens in ...

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December 1, 2019 

7 Holiday Spending Traps to Avoid, from the Illinois CPA Society

The hype around Black Friday and the holiday shopping season seems to always start earlier and promote bigger bargains. Motivated shoppers in the U.S. spent more than $700 billion during last year’s holiday season, according to the National Retail ...

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November 21, 2019 

52% of U.S. Workers Are Behind on Retirement Savings

The retirement setback from early withdrawals is noticeable by respondents who have done so; 61% are behind where they should be on retirement savings, and just 18% say they are ahead of where they should be.

retirement_accounts

November 20, 2019 

6 Retirement Tips for Generation X

Just as Gen X was getting started on their careers, enjoying home ownership and beginning to save for retirement, they were hit by the financial crisis of 2008. While their housing values and incomes have recovered, they have the highest average ...

Mark Thomas

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November 18, 2019 

Young Americans and Parents Sacrifice More to Make Rent

As rents continue to steadily rise across the U.S., about a quarter of rentersi say affording their rent payments is difficult or very difficult. To make ends meet, two-thirds of those renters make at least one financial sacrifice to afford their home, and half wouldn’t be able to afford an unexpected $1,000 expense, according to...…

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November 13, 2019 

Bah Humbug: Holiday Gift Giving Causes Unwanted Pressure

In order to save money, more than 2 in 5 (41%) gift-givers are willing to resort to gift-giving taboos, including 38 million (16%) who would be willing to boycott the tradition altogether. Additionally, nearly one-quarter (24%) are willing to regift ...