Advisory

Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.

Despite all of these tools that some financial advisors may ignore in this solution phase, there are also three other phases when creating a sound financial plan. Berger reviews the phases.

Having a well-balanced, holistic financial plan is equally important, especially as individuals approach retirement, Cassidy says. Such a blueprint should cover guaranteed income planning, wealth management, tax minimization strategies, long-term ...

To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...

While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...

For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society […]

Faced with escalating cyber threats and increasingly complex regulatory mandates, chief information security officers (CISOs) are experiencing growing pressure to protect critical information and infrastructure assets, while also embracing strategic ...

HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...