The technology explosion that brought us Amazon, Netflix, Uber and Hulu isn’t relegated to the entertainment world. The financial services industry has transformed under a technology boom, too. It can…
TheTechnology should make our lives and our clients’ lives easier – especially when it comes to tax planning. Whether the prep work takes you 5 minutes or 5 hours, what…
Clients and their families are more complex than spreadsheets and returns. Their finances are driven by psychological background, relational dynamics and personal values. We explored this over Behavioral Finance Week…
One of the most significant expenses your clients likely have their eyes on is the rising cost of a college education. A source of stress for many, this funding challenge…
Tax rates are likely to rise in the future – whether as a result of public policy change or growing personal income. Acceptance of this change is the first step,…