Financial Planning

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October 23, 2014 

Five Financial Resolutions for 2015

Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...

 IRS Increases 401k Limitations for 2015

October 23, 2014 

IRS Increases 401k Limitations for 2015

The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.

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August 27, 2014 

Clever Financial Strategy For Reporting Interest Earned On U.S. Savings Bonds

Currently over 50 million individuals own nearly $178 billion worth of U.S. Savings Bonds. Many don’t realize that savings bonds are subject to federal income taxes when they are either cashed in or reach final maturity, whichever comes first. The difference between the purchase price and the cash-in value is considered reportable interest. When savings…

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August 22, 2014 

Intuit Introduces Quicken 2015 for Mac

Personal and business finance software maker Intuit has released the latest version of Quicken 2015 for Mac, which offers a new, clean and simple interface designed specifically for Mac users, as well as new investment management capabilities. The program also syncs with a free mobile companion app providing the ability to photograph and track receipts…

Isaac M. O'Bannon

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July 31, 2014 

Millennials are Super Savers, New Study Shows

Whatever you may think of Millennials, they are natural born savers. A new report from the Transamerica Center for Retirement Studies shows that since many of these workers entered the workforce at about the same time as the Great Recession, they've been more proactive in saving for perilous employment times.

Isaac M. O'Bannon

 PwC Report Examines Cyber Risks for Companies

July 31, 2014 

PwC Report Examines Cyber Risks for Companies

A new report from PwC US and the Investor Responsibility Research Center Institute (IRRCi) indicates that while companies must disclose significant cyber risks, those disclosures rarely provide differentiated or actionable information. The report examines key cybersecurity threats to corporations and provides information to investors struggling to evaluate investment risk, business mitigation strategies and the quality…

Isaac M. O'Bannon