Financial Planning

The Internal Revenue Service has begun sending letters to political donors asking why they didn’t report their 2008 donations on their gift tax forms.

A diminishing proportion of employees reported high levels of financial stress in the first quarter of the year, according to a new survey.

Wells Fargo is reportedly seeking a buyer for its H.D. Vest brokerage and financial advisory unit.

A group of nearly 30 congressional Democrats has written to the leaders of the Labor Department, the Securities and Exchange Commission, and the U.S. Commodity Futures Trading Commission expressing concern over a recent proposed rule redefining the meaning of the term “fiduciary,” saying it would have a negative impact on people with Individual Retirement Accounts and other retirement and savings plans.

A judge has given his approval to the late singer Bo Diddley’s managers to sell off his music catalog to pay for the rock and roll pioneer’s outstanding $1.1 million debt to the IRS.

The Securities and Exchange Commission provided information Tuesday on filing financial statements in Extensible Business Reporting Language for public companies that will soon be required to file in the XBRL format.

Shareholder proposals at public companies are increasingly weighted toward social and environmental concerns, according to a new report by Ernst & Young.

Genworth Financial Wealth Management has introduced Genworth Portfolio Solutions, a streamlined approach to diversifying investments that financial advisors can set up for clients.

The confidence level of women in their ability to plan for retirement has reached a three-year high, according to a new survey, with 69 percent of women rating their confidence level as good or very good.

Nearly 40 percent of working Americans say that they will never afford retirement, according to a new survey by the American Institute of CPAs.