Financial Planning

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Bloomberg BNA announced the publication of “Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies,” which provides in-depth tax analysis and strategic counsel by connecting well-known motion pictures to practical estate planning and

A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.

Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.

U.S. employees are more aware, focused, and motivated to improve their overall financial wellness, according to a new study.

If there is one thing that all CPAs can agree upon, it is that the 2014 tax return filing season was one of the most strenuous that any practitioner has seen in their career. Between rate increases, the imposition of new taxes, and the reinstatement of th

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, ...

The Internal Revenue Service has released the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.