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AICPA Highlights 6 Recent Personal Finance Trends

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

Art as an Investment

Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to invest in. No matter what your situation, investing in art can prove to be lucrative, if you do your research.

Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

Avoiding Retirement Woes

How to Avoid Retirement Woes

Avoiding Retirement Woes

How to Avoid Retirement Woes

How to Start Investing

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

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We have a wealth of experience in the financial services industry.

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