Financial Planning April 20, 2026
Fraud Remains a Top Concern for Americans, New AARP Research Shows
These concerns highlight both the financial and emotional toll of these crimes and reflect how pervasive and personal the threat has become.
November 3, 2014
Report Looks at Tax and Financial Planning for Baby Boomers
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
October 29, 2014
8 Steps Women Can Take to Improve Their Relationship with Money
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
October 24, 2014
U.S. Workers More Aware and Focused on Personal Finances
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
How the Net Investment Income Tax Can Bite Your Clients, and How to Get Them Prepared
If there is one thing that all CPAs can agree upon, it is that the 2014 tax return filing season was one of the most strenuous that any practitioner has seen in their career. Between rate increases, the imposition of new taxes, and the reinstatement of th
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, ...
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.
October 9, 2014
How’s Your Retirement Savings? More than Half of Americans Think They Won’t Have Enough
A new survey says more than half of working Americans over age 50 (55 percent) don't think they'll have enough money for health care as they reach the age they expect to retire.
September 8, 2014
Consumers and Retailers Increasingly Using Coupons
Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.
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…
August 25, 2014
Most Millennials Wish They Were Better Prepared Financially, 1/4 Under Extreme Financial Stress
TD Bank survey finds most millennials wish they were better prepared for life events.
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…
August 13, 2014
31% of Workers Have No Retirement Savings
Nearly one third of American workers have no retirement savings or a pension, and 19 percent of workers nearing retirement age have no nest egg either, according to a new report by the Federal Reserve Board.