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Will Fallout from the COVID-19 Pandemic Lead to a New Kind of Global Economy, Or Do We Go Back To Business As Usual?

Everyone, at all levels of the financial services industry, has had a front row seat to the economic train wreck of COVID-19. First quarter GDP dropped by nearly 5 percent; 17 million jobless claims f

The Financial Planner’s Guide to Seeing Past the Pandemic in an Era of Global Uncertainty

Lessons to Learn and Unlearn from the Great Recession On top of all the same fears everyone else had as the novel coronavirus circled the globe, your phone was ringing off the hook and your inbox over

Major Change is Afoot for the Country’s Tax Policy in 2017

While no one can predict the future, Accounting Today’s senior tax editor Roger Russell covered the 2017 Outlook produced by Bloomberg BNA’s Daily Tax Report. George Farrah of Bloomberg BNA stated

How to Bounce Back from Excessive Holiday Spending

Pockets feeling a little light in the new year? With new year celebrations following close on the heels of both Thanksgiving and Christmas, most of us are starting out the new year with at least a lit

Providing Financial Advice to the Newly Self-Employed

Financial planners can themselves be a valuable asset to the self-employed. This means you can help your clients from the ground up. One of the first things to determine is whether the new business sh

Free Financial Planning Events Held in Major Cities Throughout October

Not surprisingly, most Americans need or want professional guidance when it comes to long-term financial goals. Yet, most adults and couples never get the professional help they need because they assu

Financial Planning Association Gears Up for Annual Conference in Baltimore

Looking to gain a competitive edge in the financial planning profession? Attending professional development conferences is a great way for financial planners to convene with industry leaders and respe

How to Advise Clients About Timeshare Spending

The American Resort Development Association (ARDA) estimates that regardless of potential pitfalls, over nine million consumers invest in vacation timeshares each year. Yet, buying vacation timeshares

The Unprecedented Threat of Recession From Low Oil Prices

Many people have a portfolio rich in oil companies stocks, because they viewed them as a safe investment. However, oil prices are now extremely low primarily due to the amount of oil being produced by


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