Financial Planning

August 25, 2014 

TD Bank survey finds most millennials wish they were better prepared for life events.

Isaac M. O'Bannon

August 22, 2014 

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

August 13, 2014 

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.

Isaac M. O'Bannon

August 5, 2014 

A new report by the Consumer Financial Protection Bureau has found the majority of debit card overdraft fees are incurred on transactions of $24 or less and that the majority of overdrafts are repaid within three days. Put in lending terms, if a consumer borrowed $24 for three days and paid the median overdraft fee…

Isaac M. O'Bannon

July 31, 2014 

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

July 31, 2014 

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

July 30, 2014 

As new and alternative funding sources target small businesses and increasingly penetrate the U.S. market, less than three percent of U.S. microbusiness owners report using government loans (2.7%), small business loans (2.4%) or crowd-funding (1.9%) to fund their business, according to the Sam’s Club/Gallup Microbusiness Tracker.

Isaac M. O'Bannon

July 21, 2014 

Americans squirreled away more money in their checking accounts in 2013 than they did at any time in the past 25 years, suggesting that they remain spooked by the Great Recession, a new report shows.

July 17, 2014 

What do personal finances and personal physical health have in common? More than you might think.

Isaac M. O'Bannon

July 15, 2014 

A new report shows that even though IPOs have increased this year, too few are on track for the rest of 2014.

Isaac M. O'Bannon

July 14, 2014 

While summer has traditionally brought with it anticipation of warm weather, beach vacations, and Bar-B-Ques, a new survey shows that it also brings one more thing: financial anxiety. Fifty-nine percent of Americans said their financial tension during the summer matches or exceeds their stress during the year-end holiday season, according to a new telephone survey...…

Taija Sparkman

July 14, 2014 

Sixty-four percent of respondents have some type of emergency savings – even if it’s less than three months’ expenses, found the latest results of Bankrate's Financial Security Index. The monthly survey also found measures how secure Americans feel about their personal finances compared with 12 months ago and is conducted via telephone interviews conducted by…

Taija Sparkman