Software options

Article Abstract:

The search for a financial planning software that will best serve an accounting firm's clients can be a difficult task, despite the variety of software choices available on the market. The choice of a financial planning software has to take into account a number of factors, including clients' needs, the time required for training and the financial payback that can be expected. Whatever software is chosen must address critical financial planning components, namely, objectives, personal financial statements, investment component, future projections, taxation, and estate planning and insurance.

Prepackaged software, Software Publishers, Financial, Acctg Software Pkgs (Micro), Financial Planning, Evaluation, Software, Financial software, Information management, Accounting firms, Accounting services

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Advice for life's two certainties

Article Abstract:

Guidance on the steps to take in preparing a will and planning how to distribute an estate is presented. Key questions to consider, such as the beneficiaries, the executor, business interests, and guardianship of minor children, are listed.

Planning, Wills, Estates (Law)

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What's your financial game plan?

Article Abstract:

Guidance on establishing sound principles and strategies for carrying out financial investment is presented. The advantages of using a professional adviser and ways of integrating investment, retirement and tax planning are discussed.

Methods, Tax planning, Retirement planning, Financial management

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