Onward and Upward
www.mynextphase.com Here CPAs and financial advisers
can get a free trial membership and explore some of
the nonfinancial considerations of retirement, such
as how to handle change and revisit past interests
as future options. Retirement Resources has links to
Web sites on health, recreation and working after
retirement. Find books on successful retirement in
Suggested Reading, get the free newsletter
Next Phase News and download research
findings in Retirement Trends and Truths.
Get the Financial Facts http://kimsnider.blogs.com This blog,
created by the founder and president of Kim Snider
Financial Communications, has dozens of posts from
financial journals and Web sites on topics
including annuities, bonds, cash flow investments,
financial education and investment principles.
Find out how Kim Snider invests her own money and
learn her portfolio management strategies with a
free informational session.
www.finaid.org Personal financial planners with
clients that have kids in school will want to
bookmark this Smart Stop for guides on navigating
financial aid, loan and scholarship information.
Find links to aid programs from the military and
federal and state governments, as well as
resources on education tax benefits and financial
aid applications. Get calculators to project
college costs and help with family budgeting. Or
go to Beyond Financial Aid for a financial aid
checklist and links to college selection and jobs
and internship sites.
www.pfblog.com Follow this bloggers personal
finance journey to learn about the 10 best
domestic equity fund managers and how to properly
close a credit card account. Look up your life
expectancy in the Archives or go to the PFBlog
Digest to get the scoop on paying off student
loans, starting salaries for college grads and how
529 plans affect financial aid eligibility.
Make a Clean Break www.womansdivorce.com Financial advisers
looking for divorce resources for female clients
can go to this sites Downloadable Documents
section for state-specific divorce forms,
parenting, separation and property settlement
agreements. The Legal Considerations for Women and
Financial Information sections offer divorce
strategies and advice on choosing an attorney.
Tools of the Trade
www.interntoolkit.com Students interested in
internships and employers thinking about offering
them can find the resources they need here. Z
University, a workforce readiness advocacy group,
sponsors this site with resources such as career
tips on informational interviews, getting and
keeping mentors and networking with professionals.
Employers can find out whether creating an
internship program is right for them and purchase
the Intern Toolkit with modules on program planning,
recruitment, screening and hiring.
Health Benefits Adviser www.dol.gov/elaws/ebsahealth.htm
This Web site of the U.S. Department of Labors
Employee Benefits Security Administration has all
the information employees and employers need to
know about federal laws related to workforce
health benefits. There are discussions on COBRA
continuation health coverage, a glossary of
benefits terms and guidance for employees on
Medicare eligibility. Publications offers 10 ways
to make your health benefits work for you with a
detailed review of your coverage.
Get the Word Out www.givetogetmarketing.com Business
marketer Joe Gracias home on the Web offers
entrepreneurs and small businesses hundreds of
marketing tips. Read advertising case studies, get
low-cost promotional ideas and tips for writing
attention-grabbing headlines. Find five ways to
attract Web visitors, read marketing myths and get
tips from David Letterman and Jay Leno on how to
grow your sales.
www.staysafeonline.org Is your PC secure from threats?
This sites self-assessment quiz will show just
how safe your computer is. Get eight cybersecurity
best practices, links for protecting your children
when theyre online and tutorials on cybersecurity
and data recovery for small businesses. Research
business cases on computer security in accounting
firms and manufacturing companies and access
self-assessment guides and checklists.
Go to the Guru
www.actionplan.com Marketing strategist Robert
Middleton shares tactics for getting your business
noticed at his Web site. Register for the 24-page
marketing plan workbook and information on how to
attract new clients, develop a core marketing
message and write an executive summary for your
Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.
Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.
As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.