Financial planning

2nd Story Software, the company that makes TaxAct consumer tax prep software, has introduced a do-it-yourself estate planning software product for drawing up a last will and testament.

Many members of the next generation of retirees are expected to face a large decline in their standard of living when they retire, according to a new report.

Investors need greater disclosure of derivatives used for hedging activities at the companies in which they invest if they are to understand the corporations’ risk exposure, according to a new study.

Fresh from year-end tax planning meetings with clients, we’ve identified four areas where great tax planning and great financial planning collide, specifically for people accumulating wealth.

Initial public offerings are not expected to grow much this year, according to a new study by BDO USA.

A recent study finds that, as a general matter, forecasts from stock analysts of corporate earnings in which the numbers are rounded to the nearest zero or five not only prove to be significantly more inaccurate than those that strive for penny precision, but turn out to be significantly more upwardly biased as well.

News and developments from the previous month in financial planning

There are several moving parts and material contingencies that one may encounter on the journey of making sure your clients' wealth lasts for as long as they need it to. For some, having resources last for their own life expectancy is the goal, while for others making assets last for generations is the objective.

Wealth management firm Brinton Eaton, offers these eight tips to help investors and financial planning clients stay on track in the face of market volatility and uncertainty over the fiscal cliff.

The Securities and Exchange Commission has issued an Investor Bulletin to help purchasers of municipal bonds better assess the bonds’ credit risks.

Only 57 percent of investors said their financial advisors proved their worth in navigating recent market conditions, according to a new report.

The International Valuation Standards Council has released a discussion paper seeking views on the need for improved standards for valuation of investment property.

John Azodi teaches CPAs the value of financial planning

Highlights from the world of financial planning in the previous month

Research tells us that 90 percent of heirs will reject their parents' financial advisors, and 70 percent of widows will change advisors after their husband's death. Can you afford that level of loss?

It’s that time of the year again. We have tweeted, connected, pinned, blogged and vlogged our way through 2012 – and now it’s time to look at what’s on accounting marketers’ bucket lists for 2013!

The Great recession of 2007-2010 wiped out almost 40 percent, or two decades worth, of Americans’ wealth, the Federal Reserve said earlier this year. This shift in wealth will have a major impact across all aspects of family and wealth, not only for the middle class but also for wealthier people and business owners.

Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments.

Most Americans, particularly women, are woefully underprepared for retirement, with four out of 10 women having less than $10,000 saved, and only 21 percent having more than $100,000 in all of their investment accounts, according to research from Mintel.

Marcum LLP has issued a set of 10 essential estate planning tips for lesbian, gay, bisexual and transgender and other nontraditional families.