Financial Planning
Understanding the Fiscal Cliff
Highlights from the multitude of opinions on Capital Hill and Wall Street.
Investment Habits of Affluent Vs. Non-affluent Investors
New research from Wells Fargo details the differences in the savings and spending habits of affluent investors (those with assets in excess of $250,000) and those with less than $250,000 in savings.
Financial Advice Makes a Crucial Difference, TIAA-CREF Finds
TIAA-CREF, a leading financial services provider, today released findings from a study revealing that only one-third of Americans consistently take action after receiving financial advice.
Pew Research: Fiscal Cliff And Public Opinion
The White House and congressional leaders face a critical December 31 deadline for coming to an agreement on how to avoid the so-called “fiscal cliff.”
IRS Allows For Hardship Withdrawals and Loans for Those Affected by Hurricane Sandy
IRS Allows For Hardship Withdrawals and Loans for Those Affected by Hurricane Sandy
Savings And Asset Allocation In 529 Plans
Many investors are turning to 529 plans to save for their children’s future needs.
Dicey Retirement: The Long Ride Down
Investment losses and falling home prices placed 53 percent of U.S. households in danger of a decline in their standard of living once they quit working and retire
A Dozen Things Women Should Consider
Women often have unique – and often more challenging – financial concerns. Women earn less, live longer, save less for retirement, and are more likely than men to take on the financial burdens associated with caring for children or elderly parents.
Obama Won. Now What for the Fiscal Cliff, Dividends, and Taxes?
President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year?
What’s Up With Women?
The share of women enrolled in college is increasing, and more women are breaking into the top tier of business, government and non-profits. But at the same time that women are achieving more status than at in any time in history, we still know much less than men about money and finance. What’s up with that?
