Financial Planning

 How 401(k) Plans Save Money and Reduce Taxes

January 24, 2015 

How 401(k) Plans Save Money and Reduce Taxes

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company is offering, this year make a resolution to get the facts. A good retirement plan will allow you to defer taxes on whatever you contribute to your 401(k) account until you...…

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January 15, 2015 

Americans’ Personal Finances Much Healthier, AICPA Study Finds

A decrease in loan delinquencies and improvement in job openings have pushed Americans’ overall financial satisfaction firmly into positive territory for the first time since the financial crisis, according to a new quarterly index released today by the

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January 12, 2015 

3 Ways Women Can Improve Their Finances

When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s ...

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January 12, 2015 

AICPA Personal Financial Planning Conference Starts Next Week

Economic and political uncertainty, the effects of the Affordable Care Act, and estimating the true cost of retirement are just some of the factors creating a complex and challenging financial landscape for Americans. This year’s AICPA Advanced Personal Financial Planning Conference, held at the Bellagio Hotel in Las Vegas January 19-21, will give planners the necessary...…

 5 Financial Resolutions for 2015

January 7, 2015 

5 Financial Resolutions for 2015

The New Year isn’t just a time for revelry, it’s also a landmark for new beginnings. Folks around the world make promises to themselves and loved ones about how they plan to change their lives for the better. That’s why the gym always seems so crowded in January, while the job market gets flooded with...…

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December 19, 2014 

5 Financial Resolutions for 2015

Losing weight, eating healthy and hitting the gym more frequently tend to be popular New Year resolutions but this year, think about putting your finances first. According to Patrice C. Washington, the Money Maven of the Steve Harvey Morning Show, ...

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December 17, 2014 

Congress Creates New Tax-Favored Savings Accounts for Disabled

As part of its last moves before the holidays, the lame duck Congress and Senate passed the Tax Increase Prevention Act of 2014, which primarily focused on many tax deductions and credits that had technically expired at the end of last year.

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December 15, 2014 

10 Credit Predictions for 2015

A crystal ball is a valuable thing. After all, if any of us truly had one, we could make a killing in the stock market. But while 20-20 vision is ultimately reserved for hindsight and no one can actually predict the future, we can indeed make some educate

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