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Services
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- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - About Creative Planning
  - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Family Office
Wealth Management
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- - - Retirement & Foundations
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  - - Business Services
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Home > Insights > Payroll Services

INSIGHTS

Payroll Services Insights

Businesswomen Discuss Overtime Rule Being Overturned

Payroll Services

U.S. Department of Labor’s Overtime Rule Overturned in Totality

November 26, 2024

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woman and husband cook together while discussing changes coming to Medicare in 2025

Financial Planning, Retirement

3 Changes Coming to Medicare in 2025

December 11, 2024

Audit Committee Meets to Help Its Business Perform at Its Peak

Risk Management

3 Important Functions of an Audit Committee

December 10, 2024

The Week in Charts Thumbnail 12 06 24

Investing

The Week in Charts (12/06/24)

December 9, 2024

High-income earner learns about tax reductions strategies from his wealth manager

High Net Worth, Taxes

Tax Reduction Strategies for High-Income Earners

December 6, 2024

Woman rethinks her career with an eye on retirement

Financial Planning, Retirement

Rethinking Your Career With an Eye on Retirement

December 6, 2024

retired woman attends doctor appointment

Financial Planning, Retirement

3 Tips to Plan for Rising Medical Expenses in Retirement

December 5, 2024

Senior woman looks at her laptop

Financial Planning

Just Inherited an IRA?

December 4, 2024

Business people discuss the New Markets Tax Credit (NMTC) program

Business Advisory, Taxes

Tips for Maximizing Your New Markets Tax Credit

December 2, 2024

Woman learns tax deadlines for this year

Taxes

2024 Tax Filing: Important Documents and Deadlines

December 2, 2024

Financial Planning

Money and Relationships

November 27, 2024

Businesswomen Discuss Overtime Rule Being Overturned

Payroll Services

U.S. Department of Labor’s Overtime Rule Overturned in Totality

November 26, 2024

Senior man giving present to young woman on Christmas

Taxes

A Refresher on Gift Taxes

November 26, 2024

The Week in Charts 11 22 2024

Investing

The Week in Charts (11/22/24)

November 25, 2024

Senior couple travels internationally

Retirement

On Medicare and Planning to Travel?

November 21, 2024

Woman's hands with pen and mobile phone writing out a checklist

Financial Planning

Your Year-End Wealth Planning Checklist

November 21, 2024

The Week in Charts 11 20 24

Investing

The Week in Charts (11/20/24)

November 21, 2024

Couple works to invest their cash that's been sitting on the sidelines

Investing

The Ultimate Guide to Investing Cash on the Sidelines

November 20, 2024

Accounting team works to set guardrails for spending within their organization

Accounting

The Importance of Setting Guardrails for Spending

November 20, 2024

Retirees discuss what they can be thankful for this year at Thanksgiving table

Retirement

3 Things Retirees Can Be Thankful For

November 19, 2024

Employees Leverage HCM Data to Increase Bottom Line

Payroll Services

How to Leverage HCM Data to Help Increase Your Bottom Line

November 18, 2024

High net worth man learns year-end tax strategies

High Net Worth, Taxes

Year-End Tax Planning Strategies for High-Net-Worth Families

November 13, 2024

Multigeneration family discusses whether to create a donor-advised fund or private charitable foundation

Financial Planning, High Net Worth

Private Family Foundation vs. Donor-Advised Fund

November 12, 2024

Senior father hugs daughter who will inherit the family home

Financial Planning

Handing Down Your Home

November 12, 2024

Financial Planning

9 Questions to Ask a Prospective Wealth Advisor

November 12, 2024

The Week in Charts 11 08 24

Investing

The Week in Charts (11/08/24)

November 11, 2024

Mature couple learns the differences between executors, trustees and guardians

Estate Planning & Trusts

Executors, Trustees and Guardians

November 11, 2024

Investing

The Importance of Staying Invested

November 11, 2024

Senior man with grandson

Estate Planning & Trusts

The Importance of Legacy Planning

November 5, 2024

Older couple meeting with advisor

Financial Planning

3 Types of Financial Advisors: How to Choose Your Best Fit

November 5, 2024

The Week in Charts 11 01 2024

Investing

The Week in Charts (11/01/24)

November 4, 2024

Family gathers to discuss their estate plan

Estate Planning & Trusts

How to Discuss Your Estate Plan With Family Members

October 30, 2024

woman learns how to get the most from her health savings account

Financial Planning, Investing

How to Get the Most From Your Health Savings Account

October 29, 2024

Man discusses whom he should choose as his trustee with estate planning attorney

Estate Planning & Trusts, High Net Worth

Whom Should I Choose as my Trustee?

October 28, 2024

The Week in Charts 10 25 24

Investing

The Week in Charts (10/25/24)

October 28, 2024

Financial Planning, High Net Worth

10 Financial Do’s and Don’ts for Professional Athletes

October 28, 2024

Estate Planning & Trusts, High Net Worth

Getting Started With Estate Planning

October 25, 2024

Financial Planning, High Net Worth

Suddenly Wealthy? Avoid These 4 Common Mistakes

October 25, 2024

High Net Worth, Investing

4 Ways Market Volatility Can Benefit Investors

October 25, 2024

Couple wonders whether hidden fees are eroding their portfolio

High Net Worth, Investing

Don’t Let Excess Fees Erode Your Retirement Savings

October 24, 2024

Financial Planning, High Net Worth, Taxes

4 Questions to Ask Your Advisor at Your Next Review Meeting

October 24, 2024

Man and his adult son fish together

Estate Planning & Trusts, High Net Worth

Is a Lifetime Asset Protection Trust Right for You?

October 22, 2024

Couple plans how to direct their assets to charitable causes in a tax-efficient manner

High Net Worth, Taxes

4 Tips to Help Maximize Your Charitable Impact

October 22, 2024

Senior couple talks about tax-loss harvesting while on hike

Financial Planning, High Net Worth

Tax-Loss Harvesting: What It Is and Why It Matters

October 22, 2024

Credit card phishing is a common financial scam

High Net Worth, Risk Management

7 Common Financial Scams and How to Avoid Them

October 22, 2024

Couple wants to learn about estate planning, wills and trusts

Estate Planning & Trusts, High Net Worth

Do You Need a Will, a Trust or Both?

October 22, 2024

The Week in Charts (10/21/24)

Investing

The Week in Charts (10/21/24)

October 21, 2024

Couple makes smart open enrollment decisions together

Financial Planning

How to Make Smart Open Enrollment Decisions as a Couple

October 17, 2024

professionals discuss their accounting software tech stack

Accounting, Technology

Tips for Building Your Accounting Software Tech Stack

October 16, 2024

Two police people

Financial Planning

Balancing Time and Money: A Cop’s Perspective

October 16, 2024

The Week in Charts 10 11 24

Investing

The Week in Charts (10/11/24)

October 14, 2024

Managed IT services provider works overnight shift

Technology

Is It Time to Consider Managed IT Services?

October 10, 2024

The Week in Charts 10 08 24

Investing

The Week in Charts (10/08/24)

October 9, 2024

Man seeks to help his son financially while helping him stay independent

Estate Planning & Trusts

How to Help Your Kids Without Ruining Their Lives

October 8, 2024

Senior woman wants to enhance her financial wellness along with physical wellness

Financial Planning

4 Tips to Help Enhance Your Long-Term Financial Wellness

October 4, 2024

Internal finance team is missing something

Accounting

What’s Missing From My Internal Finance Function?

October 4, 2024

Investing

The Week in Charts (10/01/24)

October 2, 2024

Investing

Q3 2024 Market Commentary

October 1, 2024

Man learns how to audit his portfolio holdings

Investing

How to Audit Your Portfolio Holdings

September 26, 2024

The Week in Charts 09 23 24

Investing

The Week in Charts (9/23/24)

September 24, 2024

Businesspeople are making a M&A deal

Business Advisory

Considering a Merger or Acquisition?

September 23, 2024

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