April 26, 2017

When it comes to getting ahead financially, there are two main schools of thought. First, you can hack your expenses to save more – perhaps cutting cable television, brown-bagging your lunch, or riding a bike to work. By saving more money, you'll have more money to inv...

This article is intended for you to share with your young clients to help them see the long-term financial picture for American workers. It could be titled “This Is Your Life,” and it goes like this …

  • You start working at age 25 making $35,000. (Hopefully, you will...

CHICAGO, April 20 (Reuters) - Can you count on your Social Security benefits when retirement rolls around?

Most Americans worry about this - partly due to the nonsense they hear from political opponents of Social Security and ill-informed media. You will hear that the p...

April 19, 2017

93 percent of Americans believe financial advisors who give retirement advice should be legally required to put their clients’ interests first, according to a new survey from Financial Engines, an RIA in Sunnyvale, Calif. And more than half of those surveyed believe th...

April 18, 2017

To encourage people with lower incomes to contribute to their retirement savings accounts, the Internal Revenue Service offers a tax credit for contributions to them. A tax credit directly reduces the amount of tax you owe, unlike a deduction, which only decreases your...

Practitioners have been noticing that Internal Revenue Service procedures relating to lien releases have changed in the last nine months. In June 2016, the IRS (without any announcement) consolidated all responsibility for processing Forms 4422 (Application for Certifi...

If you're rushing around trying to get your return filed today, relax. You have a few more days to get your tax return to the Internal Revenue Service (IRS) in 2017: Tax Day will be Tuesday, April 18, 2017, instead of April 15, 2017.

Traditionally, Tax Day is April 15 u...

The other day, I was looking at some prom pictures our friends posted to Facebook - prom pictures of their high school senior son, that is. Not only were they great photos, but they also hit me with a bit of a shock. I very clearly recalled when that young man was born...

A measure of clients’ risk tolerance dropped to its lowest point since November over concerns that stocks are overvalued and the Trump administration will cause market turmoil, advisers said in this month's Retirement Adviser Confidence Index, Financial Planning's mont...

It was such a pleasure to recently address a group at the amazing and historic library room at the Metropolitan Club in New York.

Forbes is celebrating its 100th anniversary this year. We’re proud to have served for the past century as the champion of ethical free enter...

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