Advisory

May 10, 2016 

Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms, has been recognized by the Association for Corporate Growth (ACG) Orange County for its many years of community service.

May 4, 2016 

Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent...…

May 3, 2016 

Thought leaders such as Gale Crosley, Doug Sleeter, Tim McDaniel and Erik Asgeirsson share insight on the importance of serving as “quarterback” for business clients. Jody Padar and Allan D. Koltin discuss approaches for ...

May 2, 2016 

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

May 2, 2016 

80 percent of respondents said that credit scores were important. When asked what attributes were important in a spouse, 92 percent of survey respondents said financial responsibility.

April 28, 2016 

Fiscal management, and through that, accounting, has been at the center of human survival since mankind figured out how to trade and barter. We now have an established way to measure the value of any trade: money. And since, it has been a central ...

April 27, 2016 

Jim Boomer will succeed L. Gary Boomer as Chief Executive Officer, and will lead the team with newly appointed President, Sandra Wiley. Rounding out the Executive Leadership Team are Dustin Hostetler as Chief Innovation Officer, and L. Gary Boomer as ...

April 26, 2016 

The path to achieving financial milestones like paying for a college education, buying a car, owning a home and retiring at an early age always begins with one step: saving for the future.

April 25, 2016 

The study found that 73 percent like to do research on their own before making financial decisions, 58 percent rely on financial advice from professionals, and 56 percent trust digital finance advice.

April 25, 2016 

A new report from PwC shows that Millennials may be more stressed about their financial situations than any other generation.

April 25, 2016 

The first thing most people think about when getting through difficult times or attempting to increase the company’s profitability is “how can I sell more or gain new clients?” In a down market increasing revenue faster than costs can be a challenge ...

April 18, 2016 

The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...