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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Accountants and other financial professionals know that gyrations in financial markets prompt many of their clients to seek advice on money management. Lots of those requests are for guidance on how and when to spend money.

source: Accounting Web

Everyday money matters are dramatically impacting the lives and retirement saving efforts of Americans, according to a survey from Schwab Retirement Plan Services. The nationwide survey of 1,000 workers with access to a 401(k) plan — half of whom are actively contributing...

source: Plan Adviser

The Internal Revenue Service has seen a surge in recent years of taxpayers underpaying their estimated taxes and paying the penalty for it. The number of taxpayers who were penalized increased nearly 40 percent from 7.2 million to 10 million...

source: Accounting Today

Trust, reliability and a deep understanding of clients' needs and challenges are imperative for growing one's practice as a financial advisor. That said, advisors must be tenacious when looking to successfully grow and retain a clientele. Women represent a large portion...

source: WealthManagement.com

As the senior population in the United States (persons 65 years of age or older) continues to increase, so do the servicing opportunities of the financial industry. According to the U.S. Department of Health and Human Services, by 2040 over 21 percent of the population will...

source: Investopedia

While some investors need full exposure to equities, others do not need to take that much risk and some would be much better off having no exposure to stocks at all. How much risk one takes depends on personal circumstances. Unfortunately, investors are bombarded with 24/7...

source: Forbes


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