Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...

Goals-based financial planning is hardly a new concept. Nor for that matter is behavioral finance, the roots of which go back even further, drawing its origins to G.C. Selden's "Psychology of the ...

Given current market volatility and concerns about the economy, last year’s investment disappointments, and persistent inflation, advisors and their clients are rethinking the risks surrounding ...

Organizations host events that vary in scale, scope and logistics. Teams put enormous resources into planning to ensure a successful event. Unfortunately, an unanticipated accident or other ...

Unexpected expenses, a sudden drop in sales, a data breach: These are just a few examples of business risks. And knowing how to manage these potential interruptions is essential for any risk ...

Living through a global pandemic means having to think twice about doing stuff that used to be a no-brainer, like visiting your family for the holidays. With everything happening right now, traveling ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Most financial plans focus heavily on growth but overlook ...

Retirement is often romanticized as one of the most pleasurable, leisurely times in life. After all, who doesn’t love the idea of clocking out for the last time and living your golden years on your ...

The evolution of data gathering tools, data scanning and population technology, and other tax automation products have many tax preparers concerned that the days of consistent revenue from tax ...

Too often, cybersecurity teams find themselves in a reactive mode, limiting their ability to think strategically about cyber risk management and resource allocation. However, applying best practices ...

Risk is inherent in every aspect of law enforcement, and technology is no different. As more agencies rely on technology, there will be problems: system failures, lines down, power disruption, or ...