Financial Planning

FAMILIES CHANGE HOW THEY PAY FOR COLLEGE

Whenever i see estate planning updates, the topics are most commonly applicable to your wealthy clients.

IMGCAP(1)]In the current business and economic climate, the value of being a pro-active tax and financial advisor for your business owner clients cannot be understated.

Certified financial planners said they are satisfied with their choice of careers and plan to keep the CFP designation for 19 years, according to a new survey by the Certified Financial Planner Board of Standards.

While half of all individuals with at least $500,000 in investable assets are women, just 34 percent expressed confidence they would have enough money to live comfortably in retirement, while fully half feel they need assistance in managing their finances.

A new study has found a link between high auditing fees charged to public companies and the companies’ decline in financial performance for up to five years in the future.

A majority of Americans believe that retirement planning is easier for unmarried people, according to a new survey, but those perceptions are probably wrong.

The Labor Department has decided to delay and reconsider a proposal to expand its definition of the term “fiduciary.”

I discovered yesterday that a gift card that was supposed to expire this month, according to the front of the card, actually expired over a year ago.

The “say on pay” disclosure provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act will not help the boards of public companies better manage executive compensation, according to a new survey by accounting and consulting firm BDO USA.