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Treasury Secretary Timothy Geithner described a series of reforms that the Obama administration wants to make to executive compensation practices, including support for say-on-pay legislation that would give investors more input into executive pay packages at public companies.
June 10 -
The recession has not prompted many people to change their behavior and start saving more for retirement, according to a new survey by Charles Schwab.
June 5 -
According to Leon LaBrecque, founder and managing partner of LJPR, LLC, a firm handling more than $300 million in assets, Engineers who are frozen regarding their finances need to know that the financial planning process, at its core, is identical to the five steps they use for their Engineering Design Process. Once they understand this, they are on their way to building their ideal retirement plan.
June 4 -
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There are some classes of software that simply don't change much from year to year, and retirement planning software is one of them."
June 1 -
It has been said repeatedly that the one aspect most investors can really count on is that markets are cyclical.
May 28 -
The Treasury Department is advising Social Security check recipients who live in hurricane- and other disaster-prone areas to switch to direct deposit as hurricane season gets underway along the Gulf Coast and Eastern seaboard states and severe weather continues to impact other regions of the country.
May 22 -
Americans today are being forced to review their retirement planning goals with greater scrutiny. No one knows that more than Robert Fishbein, vice president and corporate counsel with Prudential Financial, Inc. He has now offered tips on how to get through this economic turmoil.
May 21 -
A nanny who worked for a wealthy business owner was driving her employer's children to school, talking on her cell phone, when she ran a red light and crashed into another car, killing a family of three. State law stipulated that in such cases both the driver and the vehicle owner were liable. Both the business owner and his wife were named on the car's registration - as they were on all of their personal and professional assets. Due to the lack of protection planning, the accident ultimately put all of the business owner's assets in jeopardy.
May 18 -
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Tough times deplete already-scarce resources across the economy, and governments are increasingly asked to provide more and more assistance as tax revenues diminish. Should the government's wells dry up, this will shift the service burden to the nonprofit sector.
May 18 -
Financial professionals gathered at a recent life insurance conference expressed relief about two revenue rulings issued by the IRS this month.
May 13 -
Award-winning author and financial planner Jonathan Pond told a crowd of more than 500 small firm principals and sole practitioners that while the current recession is life-changing for many, conditions will improve despite the medias best efforts to portray the current climate as hopeless.
May 4 -
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Do your clients have life insurance or annuity policies? If so, they - and you - may be in trouble.
May 4 -
A coalition of three prominent financial planning trade associations called for legislation to create a national organization to oversee the financial planning profession but prevent the Financial Industry Regulatory Authority from acting in that capacity.
April 28 -
Swiss President Hans-Rudolf Merz told a news conference that he had talked with U.S. Treasury Secretary Timothy Geithner over the weekend about dropping a case against UBS over its tax shelters in return for signing a new tax treaty between the two nations.
April 27 -
The Internal Revenue Service now has a new interest in sports and entertainment - and not just as a spectator.
April 19 -
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With the repeal of the federal estate tax set for 2010 and its reinstatement scheduled just one year later, estate tax planning has become more complicated than ever. Wealthy clients need to incorporate flexibility into their current plans while taking advantage of favorable planning opportunities.
April 6
