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Forty-four percent of retired Americans admit to supporting at least one individual financially, according to a new survey by Charles Schwab.
September 9 -
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.
September 8 -
President Obama outlined a series of initiatives the federal government would take to help people boost their retirement savings.
September 8 -
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A CPA questionnaire for financial planner referrals
September 2 -
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Careful planning of wills and trusts can keep a family business going
September 1 -
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.
September 1 -
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 planners practice.
August 25 -
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.
August 25 -
The trustees who oversee Social Security project that retirees will not receive cost of living adjustments for the next two years.
August 24 -
The American Institute of CPAs is conducting a study on the best practices of CPA wealth advisors to understand what makes the most successful ones stand out from the pack.
August 18 -
It can be described as Fortune Magazine meets Oprah. It in this context is Pink Magazine and its founder, Genevieve Bos, who was on hand to usher in the formal beginning to The Forum for Women in Accounting and The Forum for Recruiting and Retention.
August 12 -
Forty-six percent of the 1,000 corporations polled in a recent survey said they plan to reduce or eliminate employer contributions to their 401(k) plans or already plan to do so, even as their overall benefit budgets increase.
August 11 -
The Certified Financial Planner Board of Standards is proposing to require individuals who want to become a CFP to prepare an integrated, written financial plan and present it.
August 11 -
You should know if your clients should sell their insurance policies
August 5 -
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Market declines increase the need for estate plan reviews
August 5 -
Accounting firm Plante & Moran has introduced a Liquidity Stress Test tool that manufacturing businesses can use to assess their working capital needs.
August 4 -
SunGard and iShares are partnering on a system that will allow advisors and third-party administrators to incorporate exchange-traded funds as a standard option in retirement plans.
July 28
