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Payroll June 30, 2025
Modern Marriage Issues: Postnup Agreements
A postnup is drawn up after marriage for a variety of reasons, including the lack of ability to create a prenup prior to the marriage, or life and financial circumstances changing.
Payroll June 24, 2025
What is a HENRY and Are You One?
HENRY isn’t an insult; it’s a nickname given to a certain demographic in the personal finance world. If you earn a decent income but feel like you aren’t building enough wealth, you might be a HENRY.
Financial Reporting June 24, 2025
Quinn AI Financial Advisory Platform Raises $11 Million Seed Funding
Quinn was founded by a team of technology veterans with over 15 years of experience in fintech and 20 years of experience in machine learning and complex data systems.
Technology June 3, 2025
EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+
EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.
Financial Planning June 3, 2025
Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge
LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.
Advisory May 27, 2025
Women Are More Concerned Over Personal Finances than Men
Men also had a more positive outlook on their financial situation over the next 12 months (39% thought it would be better than the previous 12 months, compared to 27% of women).
Financial Reporting May 22, 2025
EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges
Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Financial Planning April 9, 2025
AICPA Offers Suggestions on New Generation-Skipping Transfer Regs
These relief provisions are designed to provide a safety net for taxpayers, ensuring that their estate planning and tax strategies can be effectively implemented even if initial errors are made.
Taxes March 18, 2025
2025 Tax Changes Could Upend Clients’ Financial Goals, CFPs Warn
With key Tax Cuts and Jobs Act provisions set to expire at the end of this year, most Certified Financial Planner professionals say clients' retirement and financial plans could be at risk, according to new research by the CFP Board.
Taxes October 16, 2023
The Like-Kind Exchange Home Sale Strategy
As home values rise, tax structuring becomes more important in how your clients sell their homes.
Financial Planning October 11, 2023
Life Insurance Planning Tips for Parents and Caregivers
October is National Financial Planning Month, making it the perfect time to consider your family’s future financial well-being, including your decision of whether you need life insurance.