Financial planning

Better information and guidance could improve the oversight of retirement plans and reduce fees for participants, according to a new report by the Government Accountability Office.

A look inside Keats, Connelly & Associates

Some have bemoaned the failure of 401(k) plans to provide for our retirement. Proposals have been made to Congress and in the media concerning a revamp or even a complete abandonment of the system.

Today's investors are understandably anxious, with continued market volatility and the waning performance of their retirement and college savings accounts. Investors also worry that living longer and the threat of hyperinflation might cause them to outlive their resources in retirement or fall short on college funds.

As an accountant and an advisor, you're sure to see a decline in the charitable giving of an appreciable percentage of your clientele. Don't be surprised to see clients heave a sad sigh when they admit that the donation they had planned to make to endow a chair at their alma mater is not going to happen during their lifetime, or even through their estate. How can you help them make that dream a reality?

Guiding your clients through the new 'golden years'

TREASURY RECOMMENDS COLLEGE SAVINGS PLAN FIXES

CPAs are brilliantly positioned to become successful and profitable wealth managers, yet they often face barriers that, without proper planning, can keep them from taking the necessary steps to create an additional profit center. Properly addressed, these challenges can be effectively managed and CPA-affiliated investment advisor practices can be successfully launched.

Empowering Advisors

Individual investors’ confidence in the U.S. capital markets is stabilizing this year after dropping precipitously between 2007 and 2008, according to a survey by the Center for Audit Quality.

Preparing for retirement and managing income while in retirement are among the top issues confronting American consumers, according to a new survey, but despite those concerns, the majority of households lack a written financial plan.

Web site myStockOptions.com has developed an online directory that connects stock grant holders with the financial, tax or legal advisors they need.

A new report from the Government Accountability Office examines how to minimize the loss in retirement savings that occurs when 401(k) participants tap into their accounts early.

A new survey reveals that many investors are once again taking for granted the old assumptions they had about their retirement savings.

Exchange-traded funds could provide better long-term investments than the traditional mutual fund, according to a new study by Deloitte.

Linked-benefits products can make clients' money work harder

WEB SITE CLARIFIES FINANCIAL PLANNING DESIGNATIONS

Financial advisors and wealth managers are doing better with their business-building efforts by using marketing and social media, according to a new survey.

The recession has prompted more people to worry about proper retirement planning, according to a new survey.

The American Institute of CPAs has published a free guide to help people plan for eldercare and manage the period leading up to the end of life.