Accounting
Top stories summarized by our editors
8/13/2018

Make the most of these last days of summer by getting a jump on the school year.

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AICPA Insights
8/13/2018

People may assume they will work later into their lives than they actually will, and this disparity can affect their retirement outcomes. This unpredictability of actual retirement dates suggests that people may need to increase their savings rates.

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Reuters
8/13/2018

Flexibility in planning, budgeting and forecasting is essential when the business environment is changing rapidly. Here are tips to manage these processes.

8/13/2018

Certain steps -- including establishing clear expectations, choosing the right working environment and scheduling time to focus -- can help you maximize your productivity.

8/13/2018

Predictive analytics can help accountants and finance professionals become more proactive as they make strategic choices. Here's how to get started with data and modeling that can help your organization arrive at well-informed decisions.

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Financial Management
8/13/2018

Swain is the CFO of Dish Network.

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Reuters
8/13/2018

The Revised Uniform Fiduciary Access to Digital Assets Act, which has been adopted by 40 states, creates a three-tiered system for managing someone's digital assets after death. Advisers should help clients prepare an inventory of their assets and assist them in integrating digital assets into their estate plans. Check out more digital estate planning tips in Chapter 11, Volume 2 of The Adviser's Guide to Financial and Estate Planning (accessible to PFP/PFS Section members).

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Nerd's Eye View
8/13/2018

Advisers can establish stronger ties with their clients by offering financial tips to their adult children who have recently graduated from college. Advisers should explain the importance of creating an emergency fund, setting up a spreadsheet to manage accounts and paying off debt.

8/13/2018

Bob Veres recommends four books that can help advisers with tasks such as hiring, marketing and creating an enduring practice. PFP/PFS Section members have a complimentary subscription to Veres' Inside Information. Download the latest issue here.

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Advisor Perspectives
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Bob Veres
8/10/2018

You can get more done if you prepare your schedule the night before, tackle one task at a time and debrief at day's end, writes Julie Winkle Giulioni. Writing down what you've accomplished "allows you to evaluate your results, determine what's working and what's not, and recalibrate your efforts," she writes.

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SmartBrief/Leadership
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Julie Winkle Giulioni