Forbes contributors publish independent expert analyses and insights. Mike Kappel is the Founder of Patriot Software, LLC. Well, it’s been one heck of a year. I don’t know about you, but I’m ready to ...

When the COVID-19 pandemic hit, wedding planning suddenly became a lot more complicated. Over the past 10 months, many couples have had to cancel or postpone their planned celebrations and many more ...

Within the last 12 months, we have essentially seen the passage of three major pieces of federal legislation that impact retirement planning. Far and away the biggest retirement planning bill of the ...

Marianne and Jeff Walden eloped on the steps of the Saint-Louis Art Museum on their original wedding date. It’s not an ideal time to plan anything, let alone a wedding. Just ask the professionals ...

Those unemployment benefits will be taxable in 2021. Michael Bucci: For the individual, especially if they're a business owner, the difficult concept for most CPAs, financial planners and tax advisors ...

Vacation season is here and it’s a good opportunity to catch up on industry surveys that have been published recently. At the risk of oversimplifying, the results indicate that the retirement market’s ...

Pandemics, political and policy changes, volatile investment markets—another year under the belt. WealthManagement.com asked several retirement plan industry leaders for their thoughts on the past ...

Thanks to the COVID-19 pandemic and the resulting global recession, the 2020/21 IT budgeting cycle will look different this year. Business leaders will be tasked with reevaluating their projects and ...

When the pandemic threw the world into disarray in spring 2020, most organizations responded by holding on—barely, at times. Executives assessed the impact on operations and dealt with the immediate ...

Schools, colleges, and academic and administrative support units across the University of Colorado Boulder campus continue to explore ways of reducing costs in response to the financial impacts ...

While there may be a divide between how large and small firms are using their technology budgets, advisors across the board recognize how important technology is for the future of their firms and the ...