WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...
I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That means connecting everyday money choices to milestones such as education, ...
In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...
Here are important financial planning tips for single parents. Nov. 16, 2013 — -- intro: Long-term financial planning for single parents has its challenges. "Losing a job or becoming ill can be ...
You can still invest in an Additional Voluntary Contribution (AVC) to maximise your tax relief (remember there is no tax ...
WASHINGTON, July 30, 2025 /PRNewswire/ -- As backpacks are filled and school buses hit the road, many families find themselves navigating more than just class schedules—they're managing a wave of ...
Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...
Start the new year on the right financial foot with essential tips to assess your current financial position, save money, and plan strategically for 2026.
Working hard, saving up, and handing over a check for a new or new-to-you car is easier said than done. However, there are ways to set yourself up for success when it comes to big purchases like ...
A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...
Zoom calls and screen sharing may feel like the norm for many financial advisors these days, but the rise of virtual advising is still a relatively new development in the world of wealth management.
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