Financial Planning

Featured Articles

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May 28, 2016 

FreshBooks Launches New Android Phone Card Reader

Offering the most up-to-date EMV security technology, the FreshBooks Card Reader provides dual chip-and-swipe capability to protected small business owners from fraudulent transactions. Credit card information is not stored on the device and is ...

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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 ...