Financial Planning

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January 17, 2014 

Saving for Retirement: What You Should Be Doing Now

You’ve heard the mantra a thousand times: It’s never too early to start saving and planning for retirement. Whether you’ve heeded that advice closely or have let time slip by, it’s also not usually too late to have a positive effect on your retirement finances.

Isaac M. O'Bannon

 5 Steps to Financial Independence in 2014

January 14, 2014 

5 Steps to Financial Independence in 2014

The New Year is a great time to make some positive changes in your financial life. While Americans are good at creating resolutions, we often find them difficult to keep. We resolve to lose weight, save money or end bad habits, but few of us stick with those plans for long.

 5 Money-Saving New Year’s Resolutions

December 30, 2013 

5 Money-Saving New Year’s Resolutions

With the countdown to resolution season rapidly approaching its end, the leading credit card comparison website CardHub.com today announced 5 Money-Saving New Year’s Resolutions in order to help people begin 2014 on the right financial foot.

 A Growth Opportunity For CPAs: Self-Directed IRA Investors

October 17, 2013 

A Growth Opportunity For CPAs: Self-Directed IRA Investors

With demand for alternative assets accelerating, CPAs have an opportunity to engage with a growing number of investors making investments in illiquid – and high potential – alternative assets held in an Individual Retirement Account (IRA).