Financial Planning

Featured Articles

2015 OCT full 1  56265ad86a0c1

October 20, 2015 

Retirement and Healthcare Costs Top List of Financial Fears

Money talk can be so scary that 59 percent of Americans would rather discuss "the birds and the bees" with a stranger than their personal financial situation (39 percent). This is especially true of women, as 63 percent share this preference compared ...

financial report magnifying glass 1  560aa3278e18b

September 29, 2015 

4 Key Financial Reporting Considerations for U.S. Companies

The impact on the Greek economy continues to be unfold. The bailout calls for a series of austerity measures, including streamlining the Greek pension system and boosting tax revenue, especially from the value-added tax (“VAT”); reforming the labor market

Financing workshop 2013 1  5602c8a44a327

September 23, 2015 

5 Steps to Help Small Businesses Obtain Financing

Helping your clients with a full range of services, including creating a business plan and guiding them on how to secure financing, can have a huge impact on their success, increase your integrity as a provider of services and lead to increased referrals.

Sabrina Parsons

 Good Financial Planning Helps Avoid Stock Market Roller Coaster

September 20, 2015 

Good Financial Planning Helps Avoid Stock Market Roller Coaster

Any retirees who felt queasy over the recent swings in the market probably have their money invested in the wrong areas, Slovon says. He suggests options that retirees, or those nearing retirement, should look for as they try to figure out how much ...

money 1  54b428fa468c4

September 18, 2015 

New Invoicing Feature Integrates With SMB Financing System

This feature allows small businesses to enter the details of paper invoices into BlueVine’s cloud-based invoice factoring solution, manually creating an online invoice. Without being required to connect accounting software to BlueVine, qualified ...

stress over money 1  55f845f624511

September 15, 2015 

4 Tips To Help Couples Keep The Peace About Money

A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.

prisma financial controls 1  55f8436af0b26

September 15, 2015 

Scams Show the Vital Importance of Strong Financial Controls

Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...