Financial Planning

Payroll July 22, 2025 

Building wealth requires discipline to stick to your budget, resist impulsive spending and stay committed to your long-term goals. Remember, it's a marathon, not a sprint.

Accounting July 21, 2025 

The results of a new survey published by the AICPA on July 21 show that many Americans don't think about their finances when it comes to natural disaster preparation.

Jason Bramwell

Payroll July 14, 2025 

Despite financial planning and saving strategies, less than half of families (46%) had a plan for how to cover the full cost of college. For some (27%), their child attended a school outside their initial budget.

Isaac M. O'Bannon

Payroll June 30, 2025 

A postnup is drawn up after marriage for a variety of reasons, including the lack of ability to create a prenup prior to the marriage, or life and financial circumstances changing.

Payroll June 24, 2025 

HENRY isn’t an insult; it’s a nickname given to a certain demographic in the personal finance world. If you earn a decent income but feel like you aren’t building enough wealth, you might be a HENRY.

Financial Reporting June 24, 2025 

Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.

Isaac M. O'Bannon

Technology June 3, 2025 

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

Financial Planning June 3, 2025 

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.

Advisory May 27, 2025 

Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).

Isaac M. O'Bannon

Financial Reporting May 22, 2025 

Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.

Isaac M. O'Bannon

Firm Management May 9, 2025 

AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Isaac M. O'Bannon

Financial Planning April 9, 2025 

These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.

Isaac M. O'Bannon