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Why a Strong U.S. Dollar Is Bad News for Investors
On top of higher inflation worldwide, corporate profits suffer when goods become more expensive at a time when other countries’ currencies are weaker against the U.S. dollar.
Need to Create a Business Tax Plan? How to Work With Your CPA
An honest conversation can determine whether your CPA is able to meet your tax planning needs, and if so, getting prepared yourself is imperative to make it possible for them to do a good job.
By Bruce Willey, JD, CPA • Published
Personalized Investing Portfolios: Unlock the Greatest Potential
Being able to tweak investment portfolios to align with values and goals is gaining popularity among more investors of all wealth levels, and Millennials are leading the way.
By Adam Grealish • Published
Inflation and Taxes: A Married Couple's Taxes Stay the Same?
The IRS’ inflation adjustments for 2023 would help a married couple pay the same effective tax rate as in 2022 even though their income increased.
By David Weinstock, CFP®, AEP®, CPA • Published
Ready for a Career Change? Consider Nonprofit Work
Whether in paid roles or through volunteer efforts, many executives add meaning to their second-act career change by using their skills to help a meaningful cause.
By Anne deBruin Sample, Chief HR Officer • Published
Company Flouts Product Warranty: What Happens Next?
One man’s experience dealing with a defective washing machine serves as a lesson for consumers protected by law and companies that aren’t inclined to do the right thing.
By H. Dennis Beaver, Esq. • Published
5 Investing Choices for a Volatile Market
Try to avoid impulsive decisions governed by emotions and instead focus on investing strengths and weaknesses, changing opportunities and long-term goals.
By Brian Barnes • Published
How to Find a Financial Adviser
Choosing the right financial adviser for you is a very personal decision, not to mention critical for long-term financial success. Knowing where to look to find an adviser is key, too.
By Kelli Kiemle, AIF® • Published
CFP vs. CPA: What’s the Difference and Who Should You Hire?
Certified financial planners and certified public accountants have different but complementary areas of expertise. You might want to work with an adviser who’s both a CFP and a CPA.
By Kevin R. Keller, CAE • Published
How Parents Can Explain to Kids How NFTs Work
NFTs and cryptocurrencies are part of the new digital world that’s here to stay, so parents and their children should learn the ins and outs.
By Neale Godfrey, Financial Literacy Expert • Published