Content by gailperry

on 04/29/13
By Jeffrey L. Watson, CPA/CFP®, principal, WealthCare Financial Group LLC, 1st GlobalMark Twain once said, “The two most important days in your life...
on 04/29/13
By Nate Biddick, manager, Practice Consulting Group, 1st GlobalWhat you believe is the most important thing about you. To...
on 03/25/13
By David Shill, CFP®, GPP Wealth Management, LLC, Champion Partner, Wealth ManagementMany years ago, when I started my very first job and received that first paycheck, someone came to me...
on 03/25/13
By Tim Mezhlumov, CFP®, CLU®, CFS, EA, director, advanced markets, 1st GlobalOne of the advantages offered by qualified retirement plans...
on 03/25/13
 By Tony Batman, chairman and CEO, 1st GlobalEveryone wants a safe, stable and certain flow of income to sustain their ideal retirement. But if you were to ask five different relatives...
on 02/27/13
By David C. Knoch, president and chief operating officer, 1st GlobalLeadership matters. No one reading these two simple words would dispute their truth, but they may prompt questions: How...
on 02/27/13
By Jeff Neher, CNC Financial Group LLCMany years ago, out of the blue, I got a call from Pete, one of my wealthiest and most influential clients, and he was not...
on 01/28/13
By Jeff Neher, Managing Principal, CNC Financial Group, LLCClose your eyes for a quick experiment. Think of your business, the signage outside and information posted inside the halls and...
on 01/28/13
By Tony Batman, Chairman and Chief Executive Officer, 1st GlobalA dignified...
on 01/28/13
By Cyndy Hubler, Compliance Consultant, 1st GlobalEvery year, countless Americans with dementia fall victim to financial fraud and abuse. They face an increased risk of being taken...
on 11/28/12
By 1st GlobalMost CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in...
on 11/28/12
By Tim Mezhlumov, CFP®, CLU®, CFS, EA, director, advanced markets, 1st GlobalEver wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-...
on 11/28/12
By Tony Batman, chairman and CEO, 1st GlobalPersonal financial planning is many important things.  It is a process of preparation for the inevitable tragedies of life that will...
on 11/08/12
By Gail PerryThe annual CCH User Conference, designed to provide a forum for networking with industry experts and other CCH users and to provide information on how to increase productivity...
on 10/24/12
CPA Practice Advisor magazine in conjunction with the American Society of Women Accountants (ASWA) has announced the winners of the 25 "Most Powerful...
on 09/04/12
The American Institute of Certified Public Accountants (AICPA) recently appointed Bruce Webb, a partner in McGladrey LLP's National Professional Standards Group, as chairman of the AICPA's...
on 08/29/12
By Tony Batman, chairman and chief executive officer, 1st GlobalIn the face of rising competition, a stagnant economy and increasing demands from clients, successful CPA firms of the future...
on 08/29/12
By Art Husami, EA/CFP®,  Husami & AssociatesThe late American entrepreneur, author, and personal-development speaker Jim Rohn said, "One customer, well taken care of, could be more...
on 08/29/12
By Tim Mezhlumov, director, advanced markets, 1st GlobalRules and regulations for qualified retirement plans seem to be ever-changing. On July 1, 2012, the U.S. Department of Labor (DOL)...
on 08/14/12
By Gail Perry, Editor-in-ChiefA year ago, Sage North America CEO Pascal Houillon surprised the Sage community of partners and customers with the announcement that the company was going to...

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