Financial Planning
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These steps will help you find an advisor who fits your needs and financial goals.
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Congress is facing a deadline to decide the fate of the estate tax. Can they finally bury this...
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Byline: Peter Williams Having two competing bodies at a time when the public is in dire need of...
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Transferring stock from the owner of the family business to younger family members is one way to hand...
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You should feel comfortable with your financial advisor or planner. This is an important relationship, one that involves...
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1ST DISTRICT MICHAEL COMANDO DEMOCRATIC BACKGROUND: Comando, 56, of Southold, is president of Avery Asset Management, a private...
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The federal government provides some extremely attractive tax benefits to companies that offer a qualified defined contribution retirement...
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Have you ever felt like there is a hole in your company's financial planning? One smart solution is...
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Women have a tendency to let others make important decisions for them and overall are less likely to...
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Need a new set of wheels for your business? It could pay to get your shopping done by...
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Small firms can salvage a bad year by making the most of year-end tax and financial planning.
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Entrepreneurs who bank on selling the business to fund retirement need to recession-proof their plan.
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How to protect proceeds, minimize taxes, and plan for your family's financial future.
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It is never too soon to start putting away money for your retirement.
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Much like a 401(k) is a savings plan for retirement, a 529 plan is a college savings plan,...
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There are a number of software products on the market designed to handle your tax-related needs including payroll...
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From start up costs to the day-to-day operational budget, a solid financial plan should be outlined within the...
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Nearly 700 real estate securities professionals attended the recent Real Estate Investment Securities Association Conference and Trade Show...
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The following information was released by the office of New Hampshire Rep. Paul Hodes : Today, the House...
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Where can you put your money today to get a higher return? That's the question many investors are...
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How to Turn Your Business Dream into a Successful Reality
Napa Valley business owners tell Sumer Morenz of D&B Digital TV how they turned passion into bottom-line success.
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Business Glossary 
Definitions for: financial planning software
financial planning software
personal finance computer programs that keep track of income and expenses by budget category, reconcile accounts, store tax records, figure net worth, track stocks and bonds, and print checks and financial reports. Some programs are sophisticated enough to generate a detailed, long-term personal financial plan covering planning for college education, investment, and retirement. Examples of financial planning software are Quicken and Managing Your Money.
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