If you have Microsoft Office, don’t let Excel sit idle in your hard drive. You can use Excel to develop a quick and easy budget, do calculations and create visual representations.

As a professional adviser, it is vital that you are knowledgeable about the federal laws and restrictions surrounding the acquirement and dismissal of an employee. In order to keep your client from legal action, here are some things you should be aware of.

The 2015 tax season is the first time that individuals and families will be required to report basic information regarding their health coverage on their tax return. Learn more.

The number of Americans age 65 and older is projected to double from 2008 to 2031. The surplus of money paid into the system by boomers will allow it to run into the late 2030s, even though it will begin paying out more than it takes in by 2017.

One of the most important things you will advise your clients on will be their 401(k) retirement plan. Learn about some tips and tricks that will help them effectively manage their 401(k).

In our latest blog, learn how to turn people you know into clients.

In our latest blog, find out how to help your clients survie an IRS audit.

In order to keep tax-deductible donations from being abused, the IRS cracks down hard on the rules and regulations to qualify for a donation deduction.

Depending on what stage of life your client is in, some major life events might be hard to think about because they seem far away or maybe they’ve already passed. Either way, make sure you help your clients plan for any of these five life events.