November 5, 2014
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 4, 2014
Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and
November 3, 2014
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
Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
October 24, 2014
U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.
October 23, 2014
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
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
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
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
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
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
TD Bank survey finds most millennials wish they were better prepared for life events.