Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be beneficial for CPAs working in this space.
Cases of financial abuse of the elderly are on the rise in Pennsylvania. This is especially alarming as the senior population continues to grow. Robin Wiessmann, secretary of the Pennsylvania Department of Banking & Securities, discusses why CPAs are a natural fit to help the state fight these crimes and to protect some of our most vulnerable citizens.
Maggie Baker, PhD, a psychologist and author of Crazy About Money: How Emotions Confuse Our Money Choices and What to Do About It, walks us through how childhood experiences can shape our money habits and how a greater understanding of those habits can lead to better financial choices.