Providing wealth management services is something all accounting firms should be doing for all clients who need them. My premise is that everyone needs some kind of financial planning; the scope and depth of the engagement will vary depending on the complexity, but all of your firm’s clients have financial
By Anna Chibamu Diaspora Insurance FOUNDER and CEO Jeff Madzingo said it’s time for fathers to plan to protect their families’ financial security to alleviate the stress often associated with sudden losses of breadwinners. He was speaking during a discussion hosted by Diaspora Insurance to celebrate Father’s Day on Saturday.
Britons are more than twice as likely to be financially worse off since the pandemic than better off, with many looking to budget more carefully in the future, new research shows. Toluna’s “Understanding the Consumer 2021: Global Barometer” is a regular index that draws from a community panel of more
Fathers invest in their children’s future, but sometimes they tend to forget about themselves and protect their interests in old age. This is where the child can intervene. It’s Father’s Day today. And what better gift can one imagine than preparing a financial life plan for the father that could
US Senator John Kennedy, R-Louisiana, introduced two retirement-related bills — the Keep your retirement law and the Pension increase law. The Keeping Your Retirement Act would increase the minimum age required for distribution (RMD) from 72 to 75 for certain retirement accounts. The Setting Every Community Up for Retirement Enhancement
Women face unique challenges in achieving their lifelong financial well-being and security. The COVID-19 pandemic has exacerbated the problem. Find out why and more importantly, explore solutions to overcome the challenges in a special virtual discussion with industry experts, presented by the Wisconsin Department of Employee Trust Funds, June 24
Yet many people entered the COVID-19 crisis with poor financial resilience, leaving them particularly vulnerable, according to research by the Confrérie de Saint-Laurent. “The pandemic has led the most vulnerable workers to drain their savings and pensions, leaving them even less financial security. “ Financial resilience is one of the