Financial Planning

Fifty-eight percent of parents don’t have a college education fund established for their children, according to a new survey.

Despite the debt limit deal that Democrats and Republicans in Congress managed to hammer out at the 11th hour this week, the U.S. Treasury is still facing the threat of a credit rating downgrade.

Deloitte Touche Tohmatsu Limited plans to work with a nonprofit organization on developing disclosures by companies of their water usage as fresh drinking water increasingly becomes a scarce resource.

After the passage of a New York State law allowing same-sex couples to marry, a New York City wealth management firm has named a new CPA partner to provide same-sex couples with financial planning advice.

Reinsel Kuntz Lesher LLP has added a Senior Living Services Consulting Group, brought over from ParenteBeard, to its services.

Women are less likely than men to concentrate on financial planning, according to a new survey on financial wellbeing and health.

With the current gift tax exclusion amount set at a record-high $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.

GROUPS BACK UNIFORM FIDUCIARY STANDARD

The sliding economy and the roller coaster securities markets over the past several years have no doubt forced financial planners to keep both aspirin and antacid in close proximity.

Small businesses may now face a new challenge with holding onto their employees as employee loyalty shows signs of eroding, according to a new survey.