Financial Planning
Latest News
IRS Shares Five New Warning Signs of Incorrect ERC Claims
‘Unpredictable’ Election Clouds Tax and Economic Policy View
Sanders May Bring His Populist Brand to Powerful Senate Finance Committee
Accountant Gets Jail Time For Charging $3 Million on New Jersey Employer’s Credit Card
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New Invoicing Feature Integrates With SMB Financing System
This feature allows small businesses to enter the details of paper invoices into BlueVine’s cloud-based invoice factoring solution, manually creating an online invoice. Without being required to connect accounting software to BlueVine, qualified ...
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FinancialForce.com Announces Enhancements to Financial Visibility and Reporting
Businesses can now easily track and see the financial impact on any aspect of their operations, including customers, employees, cases, projects and campaigns, by linking or sub-analyzing their chart of accounts with object elements on the Salesforce App.
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4 Tips To Help Couples Keep The Peace About Money
A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.
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Scams Show the Vital Importance of Strong Financial Controls
Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...
Surprise: College Students Not As Financially Prepared As They Think
The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...
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New Personal Finance Book Focuses on “The Sisterhood of Money”
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.
The Core Phases of a Sound Financial Plan
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.
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Apps We Love: Mobile Investing Tools
If you're in the business of helping your clients with their finances, or even just futzing around with your own investments, you'll benefit from this crop of apps designed for both new and experienced investors. You might not realize how many ...