Financial Planning

Helping your clients with a full range of services, including creating a business plan and guiding them on how to secure financing, can have a huge impact on their success, increase your integrity as a provider of services and lead to increased referrals.

Any retirees who felt queasy over the recent swings in the market probably have their money invested in the wrong areas, Slovon says. He suggests options that retirees, or those nearing retirement, should look for as they try to figure out how much ...

This feature allows small businesses to enter the details of paper invoices into BlueVine’s cloud-based invoice factoring solution, manually creating an online invoice. Without being required to connect accounting software to BlueVine, qualified ...

Businesses can now easily track and see the financial impact on any aspect of their operations, including customers, employees, cases, projects and campaigns, by linking or sub-analyzing their chart of accounts with object elements on the Salesforce App.

A survey by the American Psychological Association pinpointed money as the leading cause of stress for Americans, with 72 percent saying they had felt at least some stress about money in the previous month.

Also known as “CEO fraud,” this type of scam is surprisingly easy for criminals to pull off with just a little social engineering and a rudimentary knowledge of technology. But there’s good news – simple accounting controls can go a long way in ...

The survey found that, despite the nearly universal feeling among college students about the importance of personal financial management skills – 99 percent said they were either extremely or very important –they are not actively taking steps to ...

Despite having roughly half the wealth in the United States, studies indicate that women could use support in understanding their finances, including when it comes to making decisions for investments.