Financial planning

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.

Forty-four percent of retired Americans admit to supporting at least one individual financially, according to a new survey by Charles Schwab.

President Obama described several ways over the weekend that he plans to help Americans save more for their golden years, but reducing unemployment and reversing the stagnation of wages are going to do the most good for a secure retirement.

President Obama outlined a series of initiatives the federal government would take to help people boost their retirement savings.

CFP BOARD PROPOSES NEW REQUIREMENTS FOR CREDENTIAL

A CPA questionnaire for financial planner referrals

AICPA OPENS PLANNER PORTAL

Careful planning of wills and trusts can keep a family business going

The Internal Revenue Service plans to reassign many of the auditors from its corporate division to a newly created office that will deal with wealthy tax evaders, including those with UBS bank accounts.

A new Web site from the American College aims to clear up the confusion about which advanced designations are the best fit for a financial planner’s practice.

Recent losses in the stock market have jeopardized the pension savings of many U.S. workers, but the alternative approaches followed by other countries may provide possible solutions as well as problems of their own.