Financial Accounting, Reporting & Analysis

Jul 10, 2018, 09:10 AM by User Not Found

A new study has determined the 10 most tax-friendly places in Ohio for retirees. Financial planning website SmartAsset’s fourth annual study analyzed sales, property, income, fuel and Social Security tax data to rank locations on how friendly they are for retirees.

Jul 10, 2018, 09:03 AM by User Not Found

Financial regrets can have long-lasting consequences, and according to a recent survey from Student Loan Hero, 76% of Americans have some form of financial regret.

Jul 10, 2018, 08:54 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including new ways to estimate and fund long-term care costs and how mutual fund companies are branching out into portfolio modeling.

Jun 28, 2018, 08:13 AM by User Not Found

The AICPA has announced the launch of the Personal Financial Planning (PFP) Certificates Program. This new curriculum offers CPAs an opportunity to expand their knowledge in personal financial planning and a new pathway to the Personal Financial Specialist (PFS) credential.

Jun 28, 2018, 08:08 AM by User Not Found

Affluent older adults are worried about what health care costs, including long-term care expenses, could do to their carefully laid retirement plans. Yet only about half of those who work with a financial adviser have discussed their fears because they consider health care a personal matter, according to a new survey.

Jun 28, 2018, 07:57 AM by User Not Found

In case you missed them, here are some recent interesting financial planning news items from around the web, including an update on social security benefits and retirement options for millennials deeply in debt.