A stock market downturn right before retirement can be a significant sequence-of-returns risk that affects long-term financial plans. There are strategies for mitigating this risk, including spending more conservatively and maintaining resources outside an investment portfolio.
Email is an attractive target for hackers, who can use a compromised account for a variety of purposes. Here are some tips for determining whether your email account has been breached, along with advice on how to avoid becoming victimized.
Finance leaders need three key skills to succeed amid the world's uncertainty, says Patrick Tai, FCMA, CGMA.
To determine who is a good fit for the staff, leaders must first understand the culture of their organization.
Working a hybrid schedule can be emotionally draining for employees, who have to maintain two workplaces and continually adjust to different work environments. Employers can take certain steps to address the issue, including working with individual employees to create arrangements that work for them.
The coronavirus pandemic has changed the relationship that many people have with the workplace, creating both challenges and opportunities for firms. There have been lasting changes in work culture, and many employees are more willing to express their preferences. (Related webinar Jan. 26: Virtual PFP summit -- PFP/PFS member discount)
Research suggests that a substantial proportion of your clients are probably aware of environmental, social and governance investment products but, for various reasons, have yet to incorporate ESG into their own approach. Here are strategies for addressing ESG investment with clients whether they are sitting on the fence, confused by the issue or simply unaware that it is even an option for them. (Related podcast: Pros and cons of ESG investing)
This article summarizes the inflation adjustments for capital gains tax bands in 2022 compared with 2021. In addition, taxpayers who exceed certain thresholds of adjusted gross income may be subject to the 3.8% surtax on net investment income. (Related chart: Marginal tax rate)
Nearly three-quarters of couples have argued about financial issues in the last year, research shows. Here are five tips that can be used to help couples have a constructive conversation about money and align their finances with their life goals. (Related podcast: Bringing together couples and their money) Full Story: Sage Financial Advisors (1/20)
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