January 15, 2013
Is it a good time to buy a home? That's always a challenging real estate question because, well, you have to ask real estate people for the answer. And, well, they have a habit of being overly optimistic.
January 7, 2013
Is this the year that you finally decide to become serious about financial planning, whether to pull yourself out of trouble or to improve your credit as you make a run at a mortgage or a car loan?
December 18, 2012
Intuit Data Shows Consumers Who Bank Online Are Happy, More Loyal and More Valuable
November 14, 2012
New Credit Card Offered through New Relationship with Citi Retail Services - will Provide Small Business Customers with MaxPerks Rewards, Special Financing Offers, Flexible Payment Options and a Dedicated Line of Credit for Business Expenses with No Annual Fee
July 24, 2012
Adaptive Planning has introduced a new product, Adaptive Discovery, a cloud-based data visualization system for companies and nonprofits. The systemm part of the Adaptive Planning suite, provides a visually intuitive and interactive way for business managers to access, analyze, and explore key financial and operational data. Adaptive Discovery is designed to give CFOs, sales VPs,...…
January 3, 2012
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?