Financial Planning

Financial services organization Harris has launched a new Web site to go along with its new financial education program, Helping Money Make Sense.

Corporate management and boards of directors should be prepared for questions from shareholders about turmoil in the Middle East, rising energy costs and new rules in the Dodd-Frank Act during their companies’ annual general meetings this year, according to BDO USA LLP.

Many taxpayers continue to be affected by the U.S. recession, especially if they were strapped for funds in 2010 and needed to borrow from their 401(k).

GAO: FINANCIAL PLANNERS ARE REGULATED ENOUGH

Investing globally has garnered a great deal of attention recently. It's on the minds of clients, advisors and the manufacturers of everything from exchange-traded funds to separate accounts.

Tax advisors often recommend that investors purchase municipal bonds issued in the state where they reside to avoid state and local taxes on the interest income. However compelling this strategy may appear, it also results in increased risk.

Financial advisors and wealth managers cited referrals from existing clients as the most successful way of gaining new clients, while the most popular marketing tactic was sponsoring or hosting events that allow for face-to-face networking.

Little more than half of Americans have more money in their emergency savings accounts than the amount of credit card debt they owe, according to a new study.

American consumers are reporting improved financial health coming out of the recession, according to a recent survey.

The Social Security Administration warned in a letter to employees that it may have to furlough workers if proposed cuts to its budget are enacted into law.