In the News

By: Kiplinger Advisor Collective | Source: Kiplinger

“If you want to build trust, don’t try so hard. Your best clients have wealth to invest because they didn’t fall for smooth talk and easy smiles. They want accurate projections, measurable results and personal responsibility. In other words, consider yourself one of their trusted senior managers. You’ve got the job as long as you deliver. Stop lobbying for it and just excel at it.”

By: Kiplinger Advisor Collective | Source: Kiplinger

“Creating a monthly household budget sounds so obvious as to be ridiculous, but I know many seven-figure earners who get into serious financial trouble because they’ve budgeted carefully for their business but not themselves. With secure online tools that do the math for you, there’s simply no excuse for going into the new year without a personal budget.”

By: John Morales and Glen Lewerenz | Source: Relevant Radio

It’s tough to start out as a young person. The American Dream is going to be very difficult for Gen Z to obtain. Moving out of mom and dad’s house is going to be a struggle.

By: Brian O’Connell | Source: TheStreet

“Just because an announcement to eliminate junk fees was made doesn’t mean all banks may comply in all cases,” says Dvorkin. “Banking consumers should conduct a quick internet search for their account fees. If they’ve already been hit with junk fees, they should call their bank and try to get them waived.”

By: Geoff Williams | Source: U.S. News & World Report

Howard Dvorkin, a certified public accountant and the chairman of Debt.com, has a completely different take. “Remember, these companies wouldn’t offer BNPL plans if they couldn’t profit from them – at your expense,” he says. “For every perk you salivate over, there’s a catch that will have you spitting angry.”

By: Beth Braverman | Source: Success Magazine

“People have gotten used to Zoom meetings, but that’s still no substitute for shaking hands and seeing someone in a social setting,” says Howard Dvorkin, a New Jersey-based certified public accountant and chairman of Debt.com. “That being said, they’re still going to evaluate whether travel is necessary.”

By: Brian Preston | Source: The Money Guy Show

Parents helped adult children at their own expense due to the pandemic, according to Debt.com.

By: Krystal Barker Buissereth | Source: Market Watch

Fortunately, more people are tuning in to their finances and thinking more strategically about reaching their goals. According to the Debt.com 2021 Budgeting Survey, 80% of Americans say they have a budget—which is an improvement from just 68% two years ago.

By: Sasha Jones | Source: NBC 6 South Florida

Howard Dvorkin, Debt.com chairman and CPA, sits down with NBC 6 South Florida to discuss how the cost-of-living adjustment will impact South Floridian’s receiving Social Security benefits.

By: Brittany De Lea | Source: Fox Business

Small business owners have taken a hit from the coronavirus pandemic, and now some experts are concerned that they may see their tax obligations rise as a result of proposals expected from President Biden.

By: Forbes Council | Source: Forbes

When the majority of your sales occur in a small window of time, you need a strong budget and operational strategy to keep yourself afloat during the off-season. To help, we asked a panel of Forbes Finance Council members how they recommend managing seasonal sales cycles.

By: Expert Panel | Source: Forbes Finance Council

Running a business is a complex process and with so many types of businesses and industry services, it can be difficult to know which area within a company is wasting hard earned money. The Forbes Finance Council has enlisted its 14 members to highlight where businesses might be wasting funds.