Financial Planning

March 21, 2016 

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.

March 21, 2016 

To grow your business valuation services, consider helping your clients learn how to treat their business like an investment. Doing so can generate repeat valuation engagements while boosting your role as a trusted advisor.

March 21, 2016 

Over the past year, most banks and financial institutions issued replacement cards containing the chip. Many retailers have added chip card readers at their stores but aren't yet using the technology.

February 29, 2016 

The Governmental Accounting Standards Board (GASB) has a new statement about how certain component units incorporated as not-for-profit corporations should be presented in the financial statements of the primary state or local government.

February 29, 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.

February 29, 2016 

“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.

February 22, 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

February 10, 2016 

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 ...

February 9, 2016 

Almost half of non-homeowners say their financial situation stands in their way of purchasing a home, according to a new Bankrate.com (NYSE: RATE) report. 29% say they can't afford a down payment and 16% say their credit isn't good enough to qualify ...

February 9, 2016 

Those accounts aren't the only financial secrets Americans are hiding: 41% have spent over $100 without their spouse or partner's knowledge, including 19% who have spent more than $500. Men are almost twice as likely as women to have spent more than ...

February 8, 2016 

When we think about money, let’s be honest – we’re not talking about just money, but also a host of related consequences and deeply felt emotions.

February 3, 2016 

The vast majority of the 533 global CFOs surveyed also cited collaboration with other parts of the organization as a key initiative in 2016, as finance increasingly sits at the “hub” of big data.