Financial Planning

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.

A new survey says more than half of working Americans over age 50 (55 percent) don't think they'll have enough money for health care as they reach the age they expect to retire.

Americans love a deal, and despite the increasingly digital economy, they still rely on coupons, according to a new study shows that reports that 96 percent of Americans are coupon users.

Currently over 50 million individuals own nearly $178 billion worth of U.S. Savings Bonds. Many don’t realize that savings bonds are subject to federal income taxes when they are either cashed in or reach final maturity, whichever comes first. The difference between the purchase price and the cash-in value is considered reportable interest. When savings bonds are cashed in, a 1099-INT is normally issued for any interest earned amount over $10. Savings Bonds are free from state and local taxes.

TD Bank survey finds most millennials wish they were better prepared for life events.