Financial planning

More consumers are reporting this holiday season that their finances have deteriorated over the past year.

A senior member of the tax-writing House Ways and Means Committee has introduced legislation to roll back the estate tax rates to pre-Bush tax cut levels.

As someone who breaks into hives the moment he buys something that contains a set of simple assembly instructions, you can imagine my response to getting the prospectus of a variable universal life insurance product.

Bereaved spouses who have a relationship with a financial advisor can find the support invaluable in recovering their family’s financial bearings, according to a new survey.

The Tax & Accounting business of Thomson Reuters has inked a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements.

A Georgetown University professor has proposed a different idea in the ongoing debate over how investment advisors should be effectively regulated: outsource the heavy lifting to accounting firms.

LABOR DEPARTMENT DELAYS FIDUCIARY RULE CHANGE

Few things can be as painful as choosing a broker-dealer that you later regret. the key to making a switch worth your while is your diligence process and assessing whether you are hearing the truth or being sold a bill of goods regarding the matters that are important to your assessment criteria.

PricewaterhouseCoopers has published the firm’s annual guide to tax and wealth management, “Managing Your Wealth.”

This week is National Save for Retirement Week, and a variety of financial planning groups are promoting that fact to attract clients.

G2 Fintech has added a qualified dividend module to its TaxGopher software to handle dividends that can be taxed at lower, long-term capital gains rates.

In order to help financial advisors face the challenges of serving the growing elder market, the Insured Retirement Institute released the report “Retirement Planning and the Elder Market: Advisor Strategies to Understand and Work with Senior Clients.”

IMGCAP(1)]Today, investors divide “asset classes” into familiar subdivisions that are as distinct as Coney Island and Long Beach Island.

A majority of married couples in their 60s lack the knowledge about how to maximize their Social Security benefits and whether or not to expect Social Security advice from a financial planner.

Less than half of wealthy families have plans in place for transferring their assets to the next generation, according to a new survey.

The Internal Revenue Service said that the estates of married individuals who have died after 2010 need to file an estate tax return in order to pass along any unused amount of their estate and gift tax exclusion to their surviving spouse.

FAMILIES CHANGE HOW THEY PAY FOR COLLEGE

Whenever i see estate planning updates, the topics are most commonly applicable to your wealthy clients.

IMGCAP(1)]In the current business and economic climate, the value of being a pro-active tax and financial advisor for your business owner clients cannot be understated.

Certified financial planners said they are satisfied with their choice of careers and plan to keep the CFP designation for 19 years, according to a new survey by the Certified Financial Planner Board of Standards.