While no one can predict the future, Accounting Today’s senior tax editor Roger Russell covered the 2017 Outlook produced by Bloomberg BNA’s Daily Tax Report. George Farrah of Bloomberg BNA stated that “2017 will be a milestone year for tax …
Not surprisingly, most Americans need or want professional guidance when it comes to long-term financial goals. Yet, most adults and couples never get the professional help they need because they assume that hiring a financial planner is a luxury reserved …
Looking to gain a competitive edge in the financial planning profession? Attending professional development conferences is a great way for financial planners to convene with industry leaders and respected colleagues from all over the world in order to learn, network, …
Professors at the University of Utah wanted to better understand the full financial cost faced by patients afflicted with Alzheimer’s, both for them and for their families in the aftermath of their disease. Their research has discovered that families with …
Raising kids is expensive, and no matter how you look at it, a certain amount of financial planning needs to be done to make sure the kids are being taken care of, from monthly expenses to saving for children’s college …
Two percent of financial planners are African-American according to Time, a number that planners like Lazetta Rainey Braxton are working to change. Braxton, 42, is the president of the Association of African American Financial Advisors, also known as Quad-A, a …
Many people view financial planners as stock market wizards with a Nostradamus like gift for predicting the ebb and flow of the financial markets. Beyond the fact that investing is an endlessly complex world, a good financial planner would do …
It’s no secret that the millennial generation is different. Between the technology they’ve experienced (and even invented) and new rules of etiquette when corresponding through social networks, the distance between millennials and other generations spans more than just years – …
Individuals, families, and businesses that are interested in charitable giving can make tax-deductible donations through a donor-advised fund (DAF). Donating through a DAF is the most advantageous way for you to get tax deductions for any type of charitable giving. …
For many, retiring as soon as possible is the primary goal of prudent financial planning. Engaging an experienced financial planner and taking advantage of their wisdom when it comes to navigating through a sea of 401k’s and IRA’s can be …