Financial Planning

 Introducing the MyRA: Boom or Bust?

February 11, 2014 

Introducing the MyRA: Boom or Bust?

President Obama didn’t drop any bombshells in his State of the Union address delivered on January 28. But he did unveil a new retirement-saving concept called the “MyRA” (a wordplay on IRA). As the president explained, this account will be designed to encourage retirement savings by workers who don’t have access to employer plans like…

Ken Berry, JD

 More Employers Focusing on Workers’ Financial Well-Being in 2014

February 5, 2014 

More Employers Focusing on Workers’ Financial Well-Being in 2014

As U.S. companies grow increasingly concerned about the financial well-being of their workforce, a new survey by Aon Hewitt, the global talent, retirement and health solutions business of Aon plc, finds that employers are looking for new ways to improve the long-term financial health of their employees in 2014.

 Ohio Ranks Among Worst for Personal Finances

February 3, 2014 

Ohio Ranks Among Worst for Personal Finances

Financial security remains elusive for almost half of Ohio households, which often are one medical issue, pink slip or other crisis away from plunging into severe poverty, according to a new report from the Corporation for Enterprise Development.

 Experts Warn of Scam Emails About Data Breach at Target

January 22, 2014 

Experts Warn of Scam Emails About Data Breach at Target

In the aftermath of the data breach that potentially exposed the credit and debit card information for 80 million shoppers, Target sent out an official email stating that the company would offer one free year of credit monitoring through Experian.

team-levey1

January 21, 2014 

AICPA Honors CPA for Contributions to Financial Planning

The American Institute of CPAs today recognized Steven Levey, CPA/PFS, CGMA, with the AICPA Special Recognition Award for 2014. The Institute presents the award to individuals who have made outstanding contributions to a particular area of the profession.

retirement-11

January 17, 2014 

Saving for Retirement: What You Should Be Doing Now

You’ve heard the mantra a thousand times: It’s never too early to start saving and planning for retirement. Whether you’ve heeded that advice closely or have let time slip by, it’s also not usually too late to have a positive effect on your retirement finances.

Isaac M. O'Bannon

 5 Steps to Financial Independence in 2014

January 14, 2014 

5 Steps to Financial Independence in 2014

The New Year is a great time to make some positive changes in your financial life. While Americans are good at creating resolutions, we often find them difficult to keep. We resolve to lose weight, save money or end bad habits, but few of us stick with those plans for long.

 5 Money-Saving New Year’s Resolutions

December 30, 2013 

5 Money-Saving New Year’s Resolutions

With the countdown to resolution season rapidly approaching its end, the leading credit card comparison website CardHub.com today announced 5 Money-Saving New Year’s Resolutions in order to help people begin 2014 on the right financial foot.

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