Financial Planning

Wherever the economy is going, your clients need to think ahead

The challenge of delivering a decent return to a client is compounded when the client has strong opinions about how their money should be invested.

The House voted Friday to extend the current 3.4 percent interest rate on subsidized student loans for one more year.

It’s been awhile since serious consideration has been given to estate tax reform, but with the Jan. 1, 2013 deadline looming, more people are offering their views on the subject.

Two leaders of the House Financial Services Committee have introduced bipartisan legislation to provide more effective oversight of investment advisers.

A new study suggests that taxpayers may be willing to accept a larger share of the larger share of the burden required to reform the Social Security system as their concern about the future sustainability of the Social Security worsens, but only when there are high levels of concern.

With the interest rates for federally subsidized student loans scheduled to double from 3.4 to 6.8 percent in July, the topic has suddenly become a hot political issue.

Three-quarters of Americans consider themselves to be financially stable, but more than 48 percent lack the savings they say they would need to achieve actual stability, according to a new survey.

CCH has added two new treatises on estate planning and research and development tax incentives to its CCH Expert Treatise Library.

The ready availability of technology is leading consumers to spend more money on digital purchases rather than save their cash, according a new survey by the American Institute of CPAs.