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.
March 28, 2016
Over half (55 percent) of the young adults surveyed admitted that they were impulse shoppers, defined as making an unplanned purchase of $30 or more on a daily or weekly basis. Impulse buyers are more likely than those who never or rarely make an ...
March 22, 2016
As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been.
March 21, 2016
To be awarded membership in HCAA, firms must demonstrate proficiency and commitment to serving clients in health care.
March 1, 2016
This legislation included the extension of more than 50 tax credit and incentive programs that expired on Dec. 31, 2014 – among them an array of federal tax credits that offer incentives to employers who implement various hiring, training and ...
February 19, 2016
Because 401(k) plans can help small businesses attract and retain the skilled employees key to fueling growth, adding financial planning services - specifically retirement planning - is a great place to start.
February 16, 2016
When it comes to compliance with the Affordable Care Act, aka Obamacare, most Americans know that they are supposed to get insurance if they don't already have it through their employer. But there's more to the law, and some people could get a hefty penal
February 5, 2016
The new programs and rulings come about from the vast gap that occurs today between the kind of end-of-life care patients prefer to receive and the kind they usually get. The growing discussion about death and dying include the conversations among ...
February 4, 2016
It can costs hundreds of thousands of dollars to raise a child these days, but at least the tax law provides several benefits to parents. One such tax break, the child tax credit, allows you to claim a nonrefundable credit of up to $1,000, if you ...