Financial Planning

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May 19, 2016 

What Millennials Think About Credit Scores and Credit Cards

Millennials are now the largest generation of working-age adults in the country, even though their Boomer and X counterparts still take an occasional jab at how the "internet generation" has always had it so easy or is, perhaps, a little out of touch ...

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May 17, 2016 

Group Promotes Green Finance Initiatives

SIFMA recently hosted a roundtable on green financing with leading financial services participants and members of Congress to drive a discussion between industry and lawmakers on the role of the capital markets in funding green ...

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May 11, 2016 

Finance Execs Favor Technology-Driven Financial Reporting

Some 73 percent of controllers say that a technology-driven financial reporting audit helps them assess comparative company performance in their industry. Additionally, more than one-third of respondents say a technology-driven audit improves speed ...

 Married Retirees Better Off Financially and in Health, Peace of Mind

May 4, 2016 

Married Retirees Better Off Financially and in Health, Peace of Mind

Despite the years that have passed since the financial crisis known as the Great Recession, many retirees are still feeling its aftereffects. A new survey from the nonprofit Transamerica Center for Retirement Studies (TCRS) finds that only 45 percent of retirees say that they have either fully financially recovered or were not impacted. Thirty-five percent...…

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April 18, 2016 

New Calculator Helps People Plan Financial Goals

The mobile-friendly calculator was developed to address the top four financial concerns of consumers found in MassMutual’s State of the Hispanic American Family study: income, savings, retirement and debt. The calculator addresses each financial ...

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April 5, 2016 

CFOs Becoming More Strategic

As further evidence that the role of CFO is becoming less tactical and more strategic, the survey found that only 8% of CFOs, or teams reporting directly to the CFO, are spending the bulk of their time closing the books each month. By contrast, the ...

 New Guidance Looks At Financial Management and Controllership

April 5, 2016 

New Guidance Looks At Financial Management and Controllership

Thomson Reuters Checkpoint Financial Management and Controllership combines expert analysis and practical, day-to-day guidance for financial managers and controllers, incorporating sample statements, budgets, disclosures, customizable checklists, ...

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April 3, 2016 

30% of Americans Clueless On Their Debt

Forty-seven percent of respondents frequently live paycheck to paycheck. Two-thirds2 of Americans don't have six months of savings in their emergency fund. Thirty percent don't have an emergency fund at all. More than half of respondents don't ...