Financial Planning

February 6, 2015 

Is write-up dead? No, but with the continuing move by small businesses to online accounting software, the way in which accountants provide this service is definitely changing.

Isaac M. O'Bannon

January 24, 2015 

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company is offering, this year make a resolution to get the facts. A good retirement plan will allow you to defer taxes on whatever you contribute to your 401(k) account until you...…

January 20, 2015 

The American Institute of CPAs named Michael Goodman, CPA/PFS, as the recipient of the 2014 Personal Financial Planning Distinguished Service Award. Goodman is founder of New York City-based Wealthstream Advisors, Inc.

January 19, 2015 

Cash rained down on startups in 2014, as venture capitalists poured a whopping $48.3 billion into new U.S. companies — levels not seen since before the dot-com bubble burst in 2001. Strong technology IPOs are luring investors chasing the next big ...

January 15, 2015 

A decrease in loan delinquencies and improvement in job openings have pushed Americans’ overall financial satisfaction firmly into positive territory for the first time since the financial crisis, according to a new quarterly index released today by the

January 12, 2015 

When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s ...

January 12, 2015 

Economic and political uncertainty, the effects of the Affordable Care Act, and estimating the true cost of retirement are just some of the factors creating a complex and challenging financial landscape for Americans. This year’s AICPA Advanced Personal Financial Planning Conference, held at the Bellagio Hotel in Las Vegas January 19-21, will give planners the necessary...…

January 7, 2015 

The New Year isn’t just a time for revelry, it’s also a landmark for new beginnings. Folks around the world make promises to themselves and loved ones about how they plan to change their lives for the better. That’s why the gym always seems so crowded in January, while the job market gets flooded with...…

December 19, 2014 

Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...

December 17, 2014 

As part of its last moves before the holidays, the lame duck Congress and Senate passed the Tax Increase Prevention Act of 2014, which primarily focused on many tax deductions and credits that had technically expired at the end of last year.

December 15, 2014 

A crystal ball is a valuable thing. After all, if any of us truly had one, we could make a killing in the stock market. But while 20-20 vision is ultimately reserved for hindsight and no one can actually predict the future, we can indeed make some educate

November 25, 2014 

Mega IRAs – the moniker given to retirement saving accounts with over-inflated values -- have become a popular target of critics and a potential revenue source for a cash-strapped Treasury Department. Now a new report by the Government Accountability ...

Ken Berry, JD