The future is here: Computer programs can actually help you with your investment. But are they accurate? Are they useful? Click through to see what’s involved, so you can make an informed decision about whether they’re right for you.Automated robo adviser software applications use algorithms to buy and sell securities according to predetermined user preferences. […]
Summary: You can refinance a home to save money or make it easier to pay your monthly bills. But it can be tricky to figure out when a refi makes sense. Click through for details that will help you make the right financing decision. When you refinance, you get a new mortgage to pay off your […]
Whether your firm is experiencing rapid growth or struggling financially, you can turn to expert advice without expanding head count. Click through for information on hiring a CFO for a set period to get yourself on track. Your business is off and running, but you don’t feel you have a handle on the finances. What […]
Summary: Generally, you should keep tax records for three years after you file a return, but there are times when you’ll need older files. Click through to learn how to be prepared. Well-organized records make it easier to prepare a tax return and help provide answers if your return is selected for examination or if you […]
If the pandemic proved anything, it’s that life tends to get in the way of our plans — including retirement plans. Over the course of the pandemic, many people were forced to retire early, others decided they wanted to retire and still others opted to change their planned retirement date. The number of people affected […]