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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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How tech-savvy are you? Recent volatility in popular technology stocks, including Apple Inc., Microsoft Corp., Facebook Inc., Google parent Alphabet Inc., and others, is a reminder to check the tech weighting in your retirement portfolio. There's nothing wrong with having...

source: Bloomberg

U.S. stock-index benchmarks recently switched between small gains and losses as Wall Street equities attempted to extend trade into record territory ahead of the conclusion of the Federal Reserve's two-day policy meeting, which could...

source: Market Watch

There are obviously many retirement vehicles you, as a corporate executive, have considered, but have you overlooked the option of the company-sponsored non-qualified deferred compensation plan? Significant wealth may be created in NQDC plans, where assets have the opportunity...

source: CNBC

The Internal Revenue Service has released a revenue procedure that offers an easier way to get an extension of time to file a return to opt for portability of the deceased spousal unused exclusion amount. Revenue Procedure 2017-34 applies to estates that aren’t typically...

source: Accounting Today

It used to be that a typical CPA firm did their clients' taxes, and prepared their P&L and financial statements, and that was that. These days, there are few "typical" CPA firms left. As they seek to diversify, differentiate and grow...

source: CPA Practice Advisor

Robo-advisors may manage upwards of $255 billion in assets over the next five years, according to MyPrivateBanking Research, but there are some things that require a human touch. Life and retirement planning is about a lot more than numbers and the most successful financial...

source: Investopedia


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