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Succession Planning: Three Strategies for a Smooth Transition
Someday, you'll want to step away from your business so you can enjoy a happy retirement. To prepare for that day, these tips are essential.
By Dennis D. Coughlin, CFP, AIF Published
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Thinking About Unretiring? You’re Not Alone
Roughly 1 in 5 Americans aged 65 and older were employed in 2023, Pew Research Center found. That’s double the number in the mid-1980s.
By Kathryn Pomroy Published
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Corporate Transparency Act (CTA): Make Sure to CYA and File
The Corporate Transparency Act can be confusing, and filing your company's info can seem daunting, but it's better to comply than to face substantial penalties.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow Published
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How Strategic IT Investments, Innovation Foster Growth in the Finance Industry
Financial services firms need to embrace the latest technologies to achieve better business outcomes.
By Jabin Geevarghese George Published
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A Public Pension and Full Social Security Benefits? No Way
retirement If you receive a public pension from federal, state or local government, don't count on full Social Security benefits. Here's how to protect your retirement.
By Susan B. Garland Last updated
retirement -
AI in Accounting: The Future Is Here
With more efficient operations, accountants can now dedicate more energy to strategic planning and providing high-value advisory services to clients.
By Amrita Choudhary Published
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Why Networking Now Can Build a Better Retirement Later
Investing in your professional network pays off in the future because meaningful relationships are the top predictor of a long, happy life. Here's how to start.
By Anne deBruin Sample, CEO Published
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Five Essential Factors to Consider When Selecting an Accounting Firm
Choosing an accounting firm for your business isn’t a decision to make lightly.
By Stephen Nalley Published
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Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement
Taking a non-traditional path may mean thinking beyond traditional savings options.
By Kiplinger Advisor Collective Published