Wealth management

John is a successful 45-year-old executive with a major real estate management company. His experience in real estate management and intimate knowledge of the South Florida marketplace has convinced him that he has found a $300,000 condo that may be the bargain of a lifetime.

Americans' confidence in their ability to retire appears to be stabilizing, but their preparations for retirement continue to erode, according to a new survey.

Women are more likely than men to seek help in financial planning, according to a new survey.

IMGCAP(1)]Nancy Exten did two incredible things recently.

Financial Finesse, a company that provides financial education services to businesses and their employees, has noticed an uptick in calls about budgeting and debt management.

Archimedes Systems and Convergent Retirement Plan Solutions have introduced CPAroth.com, a portal for planning Roth IRA conversions.

New rules for credit card companies to follow took effect Monday, putting new restrictions on the interest rate hikes and penalty fees they can charge consumers and small businesses.

What’s not to like about a Roth IRA? As with traditional IRAs, earnings accumulate tax free. But unlike the traditional IRA, withdrawals are tax-free and minimum distributions after age 70 ½ are not mandatory. Add to this the 2010 special incentives to convert a traditional IRA to a Roth IRA, and it’s a wonder taxpayers aren’t lining up to do the conversion.

The Pennsylvania Institute of CPAs is out to enhance the image of the profession with a series of humorous videos that aim to prove accountants are not boring.

MOSS ADAMS MERGES IN ROWLING DOLD

Tax-advantaged strategies to fund children's college education continue to offer CPA clients some relief from that heavy financial burden, but their value will vary widely according to each taxpayer's financial picture.

Corporate budgets for salary increases are barely keeping up with the rate of inflation in the U.S. this year, and are projected to fall below 3 percent for the first time in over two decades.

Many U.S. employers intend to restore company 401(k) matches that were suspended or reduced during the market downfall, according to a new survey by HR consultancy Hewitt Associates.

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More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey by the American Institute of CPAs.

The American College, a nonprofit educational institution that offers various financial services certification programs, is waiving its new-student fee of $130 for anyone who registers for their first course by Feb. 26.

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

The American Institute of CPAs has given its 2009 Personal Financial Planning Distinguished Service Award to financial advisor Beth Gamel.

A new study shows that the majority of Americans think wealth is beyond their reach and it won’t be easier to get rich any time soon.

Many wealthy Americans are rethinking their vision of retirement planning, according to a new survey of the affluent.