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.
February 26, 2013
Changing jobs? Tax experts say what NOT to do with a 401(k)
Perhaps you are one of the thousands who lost their jobs during this economic downturn, or you’re thinking that you might be laid off and are wondering how to plan for it.
February 25, 2013
401k Plan Fees Declined in 2012
The study shows the small plan average investment expense went from 1.38% to 1.37%, while the large plan average investment expense declined from 1.05% to 1.00%.
February 24, 2013
Small businesses see potential positives and perils from crowd-funding
A 2012 federal law known as the JOBS Act opens the door to allowing small, privately owned businesses to market ownership stakes in their ventures to people over the Internet.
February 21, 2013
Do smartphones make people smarter with money?
Banking & Investing Online Boosts Awareness, But Not Savings
February 19, 2013
Survey says 65.6% of Texans plan to pay down debt with their tax refunds
According to a survey by the Texas Credit Union League (League), 65.6 percent of Texans who participated in a recent League survey said they plan to use their tax refund to pay off debt. Similarly, 45.9 percent of Texans plan to use their refund to jump start their savings.
February 12, 2013
Study: 40% of Americans living paycheck to paycheck
More than four in 10 Americans are living paycheck to paycheck and nearly one in 10 doesn't earn enough to pay for essentials, according to a study released Tuesday.
February 11, 2013
Checking your credit report for errors
As many as 25 percent of credit reports may include incorrect information, which can lead to loan denials or higher rates.
January 27, 2013
Investors looking at Colorado’s new growth industry: Marijuana
Two hedge-fund partners -- monogrammed shirts, taut Windsor knots, cuff links -- step into a hipster cafe in Denver called Sputnik on an unorthodox mission.
January 23, 2013
New Book for Financial Advisors Offers Tech Advice and Practice Management Solutions
Joel Bruckenstein, David Drucker and Thirteen Industry Experts Provide Insights
January 22, 2013
‘Startup Riot’ in Atlanta coming Feb. 20, is like speed-dating for startups
Think "speed dating" for startups. The 6th annual Atlanta Startup Riot event wiill be held on February 20th, 2013, at the Tabernacle entertainment center.
January 15, 2013
2013 looks good for property buyers
Is it a good time to buy a home? That's always a challenging real estate question because, well, you have to ask real estate people for the answer. And, well, they have a habit of being overly optimistic.
January 7, 2013
For many, New Year’s resolutions include financial planning and better spending discipline
Is this the year that you finally decide to become serious about financial planning, whether to pull yourself out of trouble or to improve your credit as you make a run at a mortgage or a car loan?