Financial Planning

April 29, 2021 

By taking a strictly data-driven approach and basing funding decisions solely on company fundamentals and scenario analysis, Capchase has removed all of the unconscious biases that have traditionally existed in venture funding.

April 28, 2021 

Financial stress is much higher for renters (72 percent at least somewhat stressed) than it is for homeowners (52 percent).

April 24, 2021 

Businesses are leaving money on the table due to antiquated payments infrastructure. As many as 55% report monthly revenue losses of between 4% and 5% due to operational inefficiencies related to their current payment processing system, and almost a ...

March 11, 2021 

Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...

March 9, 2021 

Cube is currently focused on mid-market growth companies, and counts a handful of unicorns and public companies in its customer base, which has quadrupled since the company’s seed round last year. Responsible for billions of dollars of financial data...

March 4, 2021 

The COVID-19 pandemic is causing many finance and accounting executives, including your clients, to rethink their budgets, implement cost-saving measures, and reinforce their budgeting and forecasting, with a focus on proactive planning. Proactive planning is the process of budgeting and re-forecasting based on real-time operational data and market dynamics. It involves visualizing the path the...…

March 2, 2021 

The pandemic has impacted many influential tax rules. At the same time, the new presidential administration has implemented additional changes, making tax planning even more challenging.

March 1, 2021 

The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the AICPA’s 2021 Personal Financial Planning (PFP) Summit to discuss best practices for ...

May 11, 2020 

Expert offers tips for anyone who's worried about what to do next (or not to do, as the case may be) in the volatile coronavirus market: First, make sure both you and your financial advisor are fully engaged.

January 13, 2020 

Credit card debt, in and of itself, isn’t always bad. The true value of any debt is how much it helps versus how much it hurts your clients’ financial outlook. A loan may be necessary at times. And if they can get that cash infusion for zero percent ...

May 16, 2018 

Nearly 2 in 5 (39%) Americans say their biggest financial regret is not saving enough. Eighteen percent wish they started saving for retirement earlier, 14% regret not saving enough for emergency expenses and seven percent would have liked to have ...

February 19, 2018 

I resigned recently from the role as a VP on a NASDAQ listed company. We spent our lives forecasting. Wall Street wanted to know exactly what we were going to do the next quarter and year and preferably the next ten years! They were ruthless.