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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 [...]