Financial Planning

Investing globally has garnered a great deal of attention recently. It's on the minds of clients, advisors and the manufacturers of everything from exchange-traded funds to separate accounts.

Tax advisors often recommend that investors purchase municipal bonds issued in the state where they reside to avoid state and local taxes on the interest income. However compelling this strategy may appear, it also results in increased risk.

Financial advisors and wealth managers cited referrals from existing clients as the most successful way of gaining new clients, while the most popular marketing tactic was sponsoring or hosting events that allow for face-to-face networking.

Little more than half of Americans have more money in their emergency savings accounts than the amount of credit card debt they owe, according to a new study.

American consumers are reporting improved financial health coming out of the recession, according to a recent survey.

The Social Security Administration warned in a letter to employees that it may have to furlough workers if proposed cuts to its budget are enacted into law.

Half of Baby Boomer clients who have postponed retirement due to the economic downturn expect to work at least four years longer than they originally planned, according to a new survey of CPA financial planners.

Nearly two-thirds of finance executives predict the U.S. economy will fare better this year than last year, according to a new survey.

Employees as a whole made significant improvements to their finances in 2010, despite a tepid economic recovery and sluggish rebound of job and real estate markets, according to a new study.

IMGCAP(1)]Crisis, what crisis? That’s what some financial planners are saying as they look back to 2010. But for many other financial planers, the landscape of their financial planning practice has changed forever—some for better and some for worse.