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How To Best Manage These 5 Financial Trends

When advising your clients on how to best manage their finances, you need to make sure their plan keeps pace with larger socioeconomic trends. Here are five major financial trends and how to advise your clients to mange them. Bank and cash savings will continue to earn little interest Between too much global debt, aging […]

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Going Concern Issues in Audits, Review and Compilations

Think you don’t need to worry about going concern disclosures because the new FASB rules aren’t in effect yet? Well, we’re encouraging you to think again! Even for those who aren’t implementing ASU 2014-15 early, it is still relevant to discuss going concern disclosures now under existing rules. Going Concern is an area of uncertainty, […]

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California Labor Commissioner: Uber Drivers are Employees, Not Independent Contractors

In June, the California Labor Commissioner’s office ruled that San Francisco Uber driver Barbra Anne Berwick was an employee and not an independent contactor, entitling Berwick to more than a $4,000 reimbursement for mileage and toll expenses. The ruling stated that Berwick’s services were integral to the company’s business model: without drivers, Uber wouldn’t exist. […]

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Study: 60 Percent of Americans Retire Sooner Than Planned

Sometimes, reality gets in the way of the beach house in Florida you planned to retire to when you turned 65. A recent study by Voya Financial found that 60 percent of currently retired U.S workers said their retirement came before they had originally planned. Head of Retirement Income and Advice Strategy at Voya Financial […]

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