Naming beneficiaries is one of the simplest ways to make sure your assets go where you intend. Clear designations on your financial accounts help ensure your wishes are followed and spare loved ones from long, complicated legal processes.
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New Year’s resolutions often fade as quickly as they’re made. Usually, the issue is that resolutions are hard to stick to; they are either too big or too easy to ignore.
If improving your financial planning is on your to-do list in 2026, try these more attainable resolutions. These financial goals are easy to implement. They can help you build momentum — and real results — throughout the year.
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As 2025 comes to a close, many economic trends have reminded us of key financial fundamentals. From inflation’s lasting effects to rising health care costs, this year underscored the importance of thoughtful planning and steady decision-making.
Here are some of the biggest financial takeaways from 2025 to keep in mind as you plan for the year ahead:
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In the early stages of running a business, once-a-year tax preparation may be sufficient. But as your business matures, your financial picture becomes more layered-often in ways traditional tax prep is not equipped to handle.
At Palm Beach Accounting and Financial Services, we often meet entrepreneurs who believe their taxes are "taken care of" simply because they've been filed on time. But filing is not the same as optimizing.
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Fixed, variable and indexed annuities each function differently, which makes timing and strategy important. Year-end is a good opportunity to review these choices and consider whether they align with your broader retirement plan.
Here are a few things to consider if you’re contemplating annuities as the year comes to an end:
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