The year 2015 has arrived and with it, new annual limits on retirement plan contributions, phase-outs, and exclusions. Retirement Plan Contributions How much are you saving in your 401(k) plan? [...]
In the 2014 State of the Union Address, President Obama proposed a new retirement savings program known as “myRA” retirement accounts. This program, created by executive order of the President [...]
Estate planning is vital, but not necessarily straightforward. It can be complex, and to be effective must be tailored to an individual’s circumstances and preferences. This article describes [...]
In 2009, the Certified Financial Planner Board of Standards sponsored the National Consumer Survey on Personal Finance to establish baseline data on consumer personal finance and financial [...]