Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

So much of a financial plan revolves around family, with the hope and expectation that the plans put in place today may last for generations. From educating kids and grandchildren through the estate ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

It's no secret that proper financial planning is key to a successful future. But what many people don't know is what happens to their tax liability with a well-thought-out plan. For example, what ...

With workers changing jobs on average about every four years, according to the most recent U.S. Bureau of Labor Statistics numbers, it’s no wonder that many people accumulate multiple Sec. 401(k) ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

For years, accounting has been seen as a back-office function focused on compliance, managing financial records and ensuring tax filings are accurate. However, in recent years, accounting has evolved ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...