Accounts are used to track revenue and expenditure activity. State, Research Foundation and UB Foundation each have a unique Chart of Accounts. Consider the funding source, trial balance, account ...

According to Finder’s Consumer Confidence Index, about 72% of Americans have kept the same checking account for over five years. If you find yourself in this majority, it might be a good moment to ...

With automatic payroll deduction funneling in contributions without you lifting a finger and target-date fund managers making buy-and-sell decisions sight unseen, the typical 401(k) account can appear ...

Liliana Hall was a writer for CNET Money covering banking, credit cards and mortgages. Previously, she wrote about personal credit for Bankrate and CreditCards.com. All checking accounts are not ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

When people clean their homes in the spring, they have to determine what to keep and what to toss. Financial accounts also need their own form of spring cleaning. But how do you know when it’s time to ...