Financial planning

More Americans are feeling optimistic about their retirement savings, according to a new survey.

The confidence of Americans in their ability to afford a comfortable retirement remains at historically low levels, according to a new survey.

The odds of being single at some point during retirement are high and present unique challenges for both “ever single” retirees who never married and for those who become “suddenly single” in retirement due to divorce or death of a spouse.

CONFIDENCE EBBS ON RETIREMENT PLANNING

Aside from the meltdowns of the financial markets in the past decade, arguably not much has garnered more attention than international and emerging market investing.

My family spent the President's Day weekend in one of the frozen towns in upstate New York that serves as home to two of the 4,500 colleges and universities that call the Empire State home to get a look-see at some potential locations for my younger daughter to call home for the next four years.

More than half of small businesses may not have optimal retirement plans, according to a new survey.

Wells Fargo is using Twitter to spread the word about saving for retirement.

The Internal Revenue Service has extended the deadline to file estate tax returns and make a portability election to benefit the surviving spouses of married individuals who died during the first six months of 2011.

IMGCAP(1)]As our economy continues to struggle, one issue that seems to have escaped a solution is the unemployment of so many of our fellow citizens.

irs, retirement planning, treasury

In today’s volatile market, wealth and personal money management can be more daunting than ever.

The legislation passed by Congress at the end of 2010 to extend the Bush tax rates for another two years is bad news for estate planning practitioners.

A majority of the American public believes it’s more difficult for young adults today to pay for college, find a job, purchase a home, or save for the future, compared to their parent’s generation.

The vast majority of executives responsible for 401(k) plans at their companies are feeling less confident that employees are financially prepared for retirement, according to a survey by Deloitte.

Baby Boomers nearing retirement age will have many factors to consider in choosing where to live in retirement, including state taxes, according to CCH tax experts.

Comedienne Betty White is helping pitch life settlements as a way for Baby Boomers to help fund their retirement.

IRS PROMOTES SAVER'S CREDIT

The CPA community is diverse when it comes to how practices manage themselves andthe services they offer clients. When it comes to personal financial planning, the diversity is sometimes as unique from practice to practice as ice cream from escargot.

Men tend to focus on the numbers when doing their retirement planning, and women are more likely to plan for retirement based on their lifestyle goals, according to new research.