Financial Planning
Latest News
House Tax-Exempt Crackdown Bill Passes Despite Democrat Defections
Retailers Tell Senate Credit Card ‘Swipe’ Fees are ‘Adding Inflationary Pressure to the U.S. Economy’
The Top Toys and Gifts for the 2025 Christmas and Holiday Season
PCAOB Rule Change Creates Procedure to Revoke Delinquent Firms’ Registrations
Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance
This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.
Most Americans Uncomfortable with Emergency Savings
Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.
Grant Thornton Expands Private Equity Offerings
In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and their portfolio companies with comprehensive solutions that help drive organic and inorganic strategic growth.
6 Top Investment Options to Generate Passive Income
Passive income investing allows you to work less and earn more. These passive income streams are some of the best to get started.
52% of Adults Say Money Has Negative Impact on Mental Health
Among those who say money has a negative impact on their mental health, 56% say this happens at least once a week (up from 52% last year), which includes 29% who say this happens daily.
More Americans Struggle with Personal Finances
Some 73% of adults were “doing at least OK financially” as of October, down five percentage points from a year earlier and among the lowest levels since 2016.
SEC Chief Blasts Hedge Fund Fees as Agency Readies New Regulations
For the last two years, SEC Chair Gary Gensler has championed new rules to add scrutiny to hedge funds and private equity firms.
How Offering Financial Planning Can Enhance Your Credibility as an Accountant
When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.