Financial Planning

Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.

When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances.

More than half (55 percent) of CFOs say uncertainty in the U.S. economy is a major concern that could impact their businesses’ growth in the next 12 months. This is despite the fact that most CFOs expect the U.S. economy overall to remain the ...

Ultimately, each person must be his or her own best financial advocate. It may take a team of professionals in various fields to provide retirees with the good life, but individuals need to be their own most valuable player for their well-being.

Today’s CEOs face a host of complex business challenges, including how to harness disparate streams of data to generate pragmatic insights and deliver increased profitability. The difficulty CEOs face is not in obtaining the data, but in determining ...

Safeguarding one’s finances in case of a catastrophic event is an often overlooked aspect of disaster preparedness. To help people mitigate potential damages and lessen the financial blow of a disaster, The American Institute of CPAs (AICPA), American ...

The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...

An increase in job openings and a rise in home equity values coupled with continued reductions in loan delinquencies means that the financial outlook for the average American is the most positive it has been since the third quarter of 2007.