Financial Planning

With economic uncertainty still lingering, many Americans plan to use their tax refunds conservatively, according to a new survey.

IMGCAP(1)]The financial planning landscape has dramatically changed over the past five years.

NYSE Euronext has launched NYSE Money Sense, a new online educational resource for consumers to improve their money-management skills and knowledge.

Workers who are offered 401(k) plans, or similar employee-funded arrangements, exhibit more proactive retirement savings behaviors, demonstrate higher levels of knowledge about retirement investing, and are more confident in their ability to retire comfortably, according to a new survey.

As the population ages and the Baby Boomer generation enters retirement, incidents of financial elder abuse are growing more common — and accountants need to be more vigilant than ever in looking after their clients’ interests, according to Randy Werner, a CPA and loss prevention specialist at professional liability insurer CAMICO.

A 65-year-old couple retiring this year will need aquarter of a million dollars to pay for medical expenses throughout retirement,not including nursing-home care, according to a new study.

IMGCAP(1)]Corporate valuation is all about numbers—revenue, EBIT and the like. But what’s behind the numbers? In many cases, it’s confidence and, specifically, confidence in the business.

New Equity Daily, a blog dedicated to small business financing, has introduced an online search tool to help small business owners and property investors identify financing alternatives in the public and private sectors.

Researchers have found a link between short selling and a faster time-to-discovery of when companies misreport their financial results.

Advisors Trusted Advisor has enhanced its online Roth Conversion Optimizer.