Financial Planning

Guiding your clients through the new 'golden years'

TREASURY RECOMMENDS COLLEGE SAVINGS PLAN FIXES

CPAs are brilliantly positioned to become successful and profitable wealth managers, yet they often face barriers that, without proper planning, can keep them from taking the necessary steps to create an additional profit center. Properly addressed, these challenges can be effectively managed and CPA-affiliated investment advisor practices can be successfully launched.

Empowering Advisors

Individual investors’ confidence in the U.S. capital markets is stabilizing this year after dropping precipitously between 2007 and 2008, according to a survey by the Center for Audit Quality.

Preparing for retirement and managing income while in retirement are among the top issues confronting American consumers, according to a new survey, but despite those concerns, the majority of households lack a written financial plan.

Web site myStockOptions.com has developed an online directory that connects stock grant holders with the financial, tax or legal advisors they need.

A new report from the Government Accountability Office examines how to minimize the loss in retirement savings that occurs when 401(k) participants tap into their accounts early.

A new survey reveals that many investors are once again taking for granted the old assumptions they had about their retirement savings.

Exchange-traded funds could provide better long-term investments than the traditional mutual fund, according to a new study by Deloitte.