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Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is sky-rocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients’ individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

Put your numbers to work " Best Practices in Planning and Management Reporting is a must-read for anyone contemplating finance transformation. David Axson provides an insider’ s view into the successful techniques and transformational strategies of The Hackett Group and their parent company, Answerthink." – Michael Geltzeiler CFO, Reader’ s Digest " In this new era of corporate governance, where the need for more and better information is a heightened priority, David Axson’ s book provides timely insight and instruction for companies looking to leverage technology to enable best practices. When combined with process and organizational changes, companies can achieve significant efficiencies and dramatic improvements in information transparency, business planning, and performance management." – Renee Lorton Senior Vice President and General Manager Financial Management Solutions PeopleSoft, Inc. " David Axson’ s insights into the practical application of best practices combined with The Hackett Group’ s benchmarks provide a valuable guide to implementing effective planning and management reporting processes. Organizational learning and improvement in this area is crucial to manage effectively in today’ s volatile business world." – Richard B. Kelson Executive Vice President and Chief Financial Officer, Alcoa Inc.

Chief Information Officer - The Chief Information Officer or CIO is a job title for a manager responsible for information technology within an organization, such as a listed company or an educational institution. They often report to the chief executive officer or chief financial officer.

Open Financial Connectivity - Open Financial Connectivity (OFC) is an obsolescent file format for financial transaction information. It has since been replaced by OFX.

Open Financial Exchange - Open Financial Exchange (OFX) arising from Microsoft's OFC and Intuit's Open Exchange is a data-stream format for exchanging financial information.

Information technology audit - An Information technology audit (or IT audit) is a review of the controls within an entity's Information technology infrastructure. These reviews are typically performed in conjunction with a financial statement audit, internal audit review, or other form of attestation engagement.

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