Benefits

June 22, 2016 

Here are 5 tips (and a bonus!) from CPA Mutual to help CPA leaders pay attention when it’s time to renew their policies.

June 17, 2016 

At Scaling New Heights, Intuit announced a new partnership with ICBUSA, part of the Institute of Certified Bookkeepers (ICB), and Hubdoc.

Taija Sparkman

June 8, 2016 

So what factors influence a person's ability to obtain life insurance coverage? Family medical history, life expectancy, risk factors (such as high blood pressure or elevated cholesterol), and lifestyle (for example, smoking status) may play a role.

June 6, 2016 

Americans are not proactively addressing the financial implications of living longer. Only a fraction (21%) say they have increased their savings while more than 4 in 10 (44%) report having taken no steps at all.

May 31, 2016 

Senior citizens in 47 states and the District of Columbia aren't replacing enough of their pre-retirement incomes, according to a new Bankrate.com study. Many financial experts believe retirees need at least 70% of the income they earned in their ...

May 24, 2016 

The traditional distinction between employees and independent contractors is discouraging companies from offering gig economy workers important support, particularly when it comes to taxes. That'd according to Joseph Kennedy, senior fellow at the ...

May 6, 2016 

One of the issues that often causes a high degree of client confusion is whether or not a withdrawal from their IRA account will be taxable, and if so, to what extent.

May 4, 2016 

Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent...…

April 26, 2016 

The main reason for making deferred comp payments to retired partners is to “acquire” their clients. If a firm knew for sure that they would lose the clients of a retiree, I doubt that deferred comp payments would be made.

April 26, 2016 

The path to achieving financial milestones like paying for a college education, buying a car, owning a home and retiring at an early age always begins with one step: saving for the future.

April 26, 2016 

The survey asked respondents to rank the following financial burdens from most significant to least significant. The following percentages reflect how frequently the specific answer choice was selected as being the No. 1 issue hindering the economy.

April 22, 2016 

After decades of job hopping – by necessity or design – some people have accumulated several retirement accounts, making it a confusing chore to keep track of what’s happening with their money.