Financial Planning

Featured Articles

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April 5, 2016 

CFOs Becoming More Strategic

As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...

 New Guidance Looks At Financial Management and Controllership

April 5, 2016 

New Guidance Looks At Financial Management and Controllership

Thomson Reuters Checkpoint Financial Management and Controllership combines expert analysis and practical, day-to-day guidance for financial managers and controllers, incorporating sample statements, budgets, disclosures, customizable checklists, ...

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April 3, 2016 

30% of Americans Clueless On Their Debt

Forty-seven percent of respondents frequently live paycheck to paycheck. Two-thirds2 of Americans don't have six months of savings in their emergency fund. Thirty percent don't have an emergency fund at all. More than half of respondents don't ...

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March 28, 2016 

Millennials Saving More, But Admit To Frequent Impulse Spending

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 ...

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March 21, 2016 

Busting 3 Financial Planning Myths

It's important to have a track to run on when it comes to retirement planning, but you may want to exercise a bit of caution in putting too much weight on these financial-planning rules.

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February 29, 2016 

Investors Bullish on Real Estate in 2016

Investors continue to be optimistic in their 2016 outlook for the U.S. real estate market, with 91 percent expecting real estate fundamentals to be about the same or better during the year ahead, according to KPMG’S 2016 Real Estate Industry Outlook.

 New FASB Guidance Focuses on Lease Accounting

February 29, 2016 

New FASB Guidance Focuses on Lease Accounting

“The new guidance responds to requests from investors and other financial statement users for a more faithful representation of an organization’s leasing activities,” stated FASB Chair Russell G. Golden.

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February 22, 2016 

The Great Tech Crash of 2016

Everyone loves a good disaster story. From shifting tectonic plates to the zombie apocalypse, it is great fun to spin a story of impending disaster, including the impending crash of the technology sector and its stocks.

Dave McClure

 Investors Increasingly Wary of Volatile Markets

February 10, 2016 

Investors Increasingly Wary of Volatile Markets

Eighty percent of financial advisors reported that fear is the primary motivator for their clients, up from 51% in Q1 2015, reflecting escalating concerns over the steep increase in volatility across global markets. Additionally, nearly half (44%) of ...