Financial Planning

Before saying, “I do,” 78 percent of couples have discussed their personal finances, according to a new survey.

Seventy-seven percent of private equity firm predict there will be more attractive investment opportunities in 2012 than in 2011, according to a new survey by Rothstein Kass.

The hallowed retirement age of 65 is being quietly retired.

Students and their families do not always select tax breaks that could help them afford the cost of college tuition, possibly because tax filers are unaware of their eligibility for the tax credit or deduction or are confused about their use, according to a government report.

Leaders of the Senate and House committees charged with tax policy plan to hold a rare joint hearing next Thursday on tax reform and the tax treatment of capital gains.

I’m no fan of complexity, in taxes or any other area. But, as in most situations, there’s a silver lining.

Former Senator Christopher Dodd, D-Conn., told attendees at the Association of Certified Fraud Examiners conference that the financial reform law is essential, even though he wishes his name were not attached to it.

Former Senator Christopher Dodd, D-Conn., ushered the landmark financial reform legislation through the Senate in 2010 before retiring from his 30-year distinguished career in that chamber. He is now chairman and CEO of the Motion Picture Association of America.

The Internal Revenue Service has just issued temporary and proposed regulations aimed at simplifying the handling of portability elections in estate tax law.

Carr, Riggs & Ingram LLC has created a new licensed broker-dealer unit that will operate under the name Carr, Riggs & Ingram Transaction Advisors LLC.