Financial Planning

The toolkit that I recommend does not exist in a toolbox anywhere, regardless of how consultants and associations try to market their package and products as a "turn-key" practice management system in a box.

A new poll of small business owners finds they want to see tougher rules imposed on Wall Street firms and other financial companies.

Most former NFL players are bankrupt or under financial stress within two years of retirement. So why aren’t more athletes using financial advisors? A former Pittsburgh Steeler says ego and fear are often to blame, but there are ways for players and advisors to make a winning connection.

Tales of professional athletes facing financial ruin are all too common. Whether it’s squandering millions or getting swindled by shady business and investment consultants, some athletes’ wealth falls as quickly as it rises.

U.S. corporations held larger cash balances in their treasuries at the end of last year than they did for the previous quarter or the previous year.

Certain owners of Individual Retirement Arrangements have a limited time to make tax-free transfers to eligible charities and have them count for tax-year 2012, the Internal Revenue Service said Thursday.

The Internal Revenue Service is providing information on some of the retirement plan provisions of the fiscal cliff deal that was signed into law earlier this month.

G2 FinTech has introduced TaxGopher+ cost basis reporting software for filling out the Form 1099-B.

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product for drawing up a last will and testament.

Many members of the next generation of retirees are expected to face a large decline in their standard of living when they retire, according to a new report.