"Taking action before the end of this year can be a huge benefit to your financial health in 2026," says Dan Snyder, CPA/PFS, Director of AICPA Personal Financial Planning. "There have been many ...

Women face unique challenges when it comes to financial planning. They still face a gender pay gap, and they tend to save and invest at lower rates compared to men. For these reasons and more, women ...

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 ...

Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can transform your financial management.

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 ...

Founded by a PhD in personal financial planning with expertise in women’s finance, BWF focuses on helping women take ...

Today’s “large language models” like ChatGPT don’t have the training to act in users’ best interest, but an MIT professor ...

The One Big Beautiful Bill Act (OBBBA), passed in mid 2025, reshapes how many families will file their 2025 taxes.

Many small business owners overlook financial planning, often waiting until it’s too late. A well-crafted financial plan provides business owners with clarity, stability and control. Bruce Helmer and ...

Discover the key differences between accountants and financial planners, focusing on salaries, required education, career skills, and job market outlooks.