Financial Planning

Gauging how much risk a client is willing to take is not an easy task. instead, it is a moving target that some professionals compare to diagnosing an illness of a baby or a pet that cannot tell you how they are feeling.

The increase in payroll taxes this year has led to financial stress for many Americans, while taking a toll on their waistlines, sleep patterns and friendships, according to a new survey.

International Federation of Accountants CEO Fayezul Choudhury talks about how accountants, accounting standard-setters and auditors can help stabilize the world financial system in the wake of the financial crisis, in an interview with AccountingToday.com editor-in-chief Michael Cohn.

Barack and Michelle Obama may need some better financial planning advice.

The majority of Americans prefer long-term financial planning over get-rich-quick schemes, according to a new survey.

Rep. Keith Ellison, D-Minn., introduced a bill Wednesday that would establish a tax on the trading of stocks and other financial products.

A pair of senators have introduced bipartisan legislation aimed at expanding the use of S corporation employee stock ownership plans, or S ESOPs, to encourage more Americans to save for retirement.

Married same-sex couples are awaiting a decision by the Supreme Court to help them resolve their tax-filing challenges on tax day.

A new study indicates that despite calls for greater auditor independence, investors prefer companies to be audited by the same firm that also provides it with tax services.

The Securities and Exchange Commission has voted unanimously to adopt rules requiring broker-dealers, mutual funds, investment advisers, and certain other entities regulated by the agency to adopt programs to detect red flags and prevent identity theft.