Several adjustments to Social Security are scheduled to take effect in 2026. These changes affect current beneficiaries as well as individuals who have not yet begun collecting benefits. The 2026 updates to…
Category: Finance
Why Family Trusts Matter: Planning Your Legacy with Clarity and Control
As wealth transfers between generations at unprecedented levels, more families are turning to family trusts to manage inheritance, reduce conflict, and protect assets. Whether you’re leaving behind a modest estate or a…
Why SPACs May Be Poised for a Comeback
They rose fast, fell hard—and now they’re quietly returning. What’s fueling a SPAC revival? SPACs—Special Purpose Acquisition Companies—were once Wall Street’s favorite shortcut to the public markets. After a sharp rise and…
The Social Security Fairness Act: What It Means for You and Your Benefits
The Social Security Fairness Act has been signed into law, bringing important changes to millions of retired public workers across the country. If you’ve worked in a government job or rely on…
Unlocking Lost Retirement Benefits: The Secure 2.0 Act’s Upcoming Database Initiative
Have you ever wondered what happens to your old retirement accounts when you switch jobs? If you’ve lost track of a 401(k) or another retirement plan, you’re not alone. Job changes, mergers,…
Good Practices and Other Observations Related to Auditor Independence Highlighted in New PCAOB Staff Report
The PCAOB released a new staff Spotlight publication titled “Inspection Observations Related to Auditor Independence.” Auditor independence is foundational to building investor confidence and fostering trust in the capital markets. Public companies…
How the SECURE Act Changed the Rules for Inherited Retirement Account Distributions After 2019
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, introduced a wide range of reforms aimed at improving access to retirement savings and updating outdated policies. One…
How ChatGPT Can Transform Accounting: A New Era of Efficiency and Insight
The world of accounting is evolving rapidly, driven by advancements in technology that streamline processes and enhance decision-making. One tool that has the potential to significantly transform the accounting industry is ChatGPT….
Cautious Corporate Optimism in the Coming Months: A Balancing Act of Recovery and Risk
As the global economy navigates a complex landscape in the latter half of 2024, corporations are embracing a sense of cautious optimism. While challenges such as inflation, geopolitical tensions, and labor market…
A Guide for Teachers: Saving and Investing for K-12 Educators
As educators, saving and investing may feel like the least of your concerns. But knowing how to secure your financial well-being is one of the most important things you’ll ever need in…