News

In today’s data-driven world, information is everywhere. What truly sets CPAs apart is their ability to tell the story…

Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect the people and causes that matter most…

Note: The following was originally published on the SECU blog on Feb. 19, 2020. Read the original blog post here. What is the…

Financial planners know the importance of staying up to date on the changing trends in the industry. However, did you know…

The title of this blog post suggests that young people today are severely lacking in money management skills. While that is…

Florida does not have a state income tax. A CPA friend of mine in Tampa reminded me of that the other night on the phone.…

Be honest — you didn’t really expect the market would just climb forever, did you? Monday’s stunning sell-off — the…

Regulators have stepped up efforts to protect seniors from being taken advantage of with respect to their investment…

The news is pretty bleak when it comes to retirement savings. The Economic Policy Institute reports that the average…