The stock market has been volatile, tariffs and other actions are creating uncertainty. Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter ...
Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...
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Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
Pride Month is a time to celebrate the LGBTQ+ community, but it is also a time to reflect. For most, financial planning is not just about the money; it is about ensuring their loved ones are provided ...
The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...
Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans, according to U.S. Chamber of Commerce estimates. Yet despite their impact ...
A certified exit planner, Paul Brahim has first-hand experience in the importance of planning for business transitions. Processing Content In 2020, he sold his firm, BPU Investment Management, to ...
When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...
WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- With just a few weeks left in 2025, the American Institute of CPAs (AICPA) advises taxpayers to take action and make year-end tax and financial planning moves ...
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