Payroll August 4, 2025
Planning Your Retirement? You Might Want to Consider or Avoid These States
Bankrate released a guide comparing all 50 states across affordability, safety, healthcare, and taxes to rank the best and worst states for retirement.
Firm Management July 29, 2025
Craig Underhill to Retire After 30 Years with BDCo; Guy Carl Named New Managing Partner
In 2008, CPA Practice Advisor interviewed him for a series on forward-thinking accounting firms. Even back then, Underhill identified the importance of client relationships ...
Small Business July 28, 2025
Lawmakers Introduce Bipartisan Bill in the Senate to Boost Retirement Security Through Employee Ownership
The Promotion and Expansion of Private Employee Ownership Act of 2025 would encourage S corporation business owners to form Employee Stock Ownership Plans (ESOPs).
Payroll July 22, 2025
AARP Survey Shows Confidence in the Future of Social Security Among Younger Adults at 15-Year-Low
Americans’ confidence in the future of Social Security has declined by 7 percentage points in the last five years, from 43% in 2020 to 36% in 2025.
Payroll June 26, 2025
A Quarter of Americans Say They Need to Make $150,000 or More to Live Comfortably
As high prices, tariffs and economic uncertainty reignite concerns of a recession, the majority of U.S. adults (77%) say they aren’t completely financially secure, according to Bankrate’s new Financial Freedom Survey.
Payroll June 20, 2025
4 Generations Battle Headwinds and Uncertainties to Prepare for Retirement
Almost seven in 10 workers (68%) across generations feel they could work until retirement and still not save enough to meet their needs.
Payroll June 18, 2025
How Much it Costs to Retire Comfortably in Every State … Without a Social Security Safety Net
Social Security is the primary source of income for millions of people. But what if Social Security wasn’t an option? How much would you need to cover the cost of living in retirement?
Payroll June 18, 2025
Want to Retire Early? Here’s How to Calculate Your FIRE Number
Many people, particularly followers of the FIRE movement—short for Financial Independence, Retire Early—use a couple of key calculations to determine how much money they need to sustain an extended stay in retirement.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Payroll May 22, 2025
These 25 Cities Are the Best Places to Retire in 2025, According to Forbes
Forbes looked at the home prices, other housing costs, crime stats, environmental information, healthcare access, taxes and other aspects of more than 950 cities for this year's list.
Payroll May 15, 2025
3 Ways Women Can Strengthen Their Finances
A NerdWallet survey shows that women are less likely than men to have gotten a raise in the last year and some are dependent on their partner financially. Here are a few ways women can put themselves in a better money position this year.
Payroll April 8, 2025
What to Do With Your 401(k) Amid Market Turmoil (Hint: Don’t Panic)
Financial experts join President Trump in advising people to hold the line amid market fluctuations.