Financial Planning

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.

Half of Baby Boomer clients who have postponed retirement due to the economic downturn expect to work at least four years longer than they originally planned, according to a new survey of CPA financial planners.

Nearly two-thirds of finance executives predict the U.S. economy will fare better this year than last year, according to a new survey.

Employees as a whole made significant improvements to their finances in 2010, despite a tepid economic recovery and sluggish rebound of job and real estate markets, according to a new study.

IMGCAP(1)]Crisis, what crisis? That’s what some financial planners are saying as they look back to 2010. But for many other financial planers, the landscape of their financial planning practice has changed forever—some for better and some for worse.

The youngest generation in the workforce has become more engaged in the past two years learning about the benefits that can help protect them financially, according to a new study.

A Michigan accounting student was able to identify a more effective way to use an old investment strategy involving accruals to yield better returns, according to a new study.

Last week while flipping the channels amidst the 8th winter storm of the season here in the Northeast, I happened across a news segment detailing how a pair of once exorbitantly paid professional football players, each commanding an annual salary that approached $10 million, are now broke.

The new cost basis reporting rules won’t affect this year’s returns, but they are already in effect.

The American Institute of CPAs is providing a checklist developed by leading CPA financial planners to help accountants identify financial planning opportunities during tax season.