Personal Financial Planning

Personal Financial Planning 54 matching content results

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CPAs to Boomers: 'Save, Save ... and Save!'
Are boomers ready for retirement? Probably not. Are YOU ready for busy season? Sound off here.
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Give Generously, Retire Comfortably
Many of your baby boomer clients may be developing charitable giving plans in addition to their retirement plans. Here’s how you can help them balance both.
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Planning for the new 3.8% Medicare tax on unearned income
The new tax on net investment income takes effect Jan. 1.
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The Rise of Interactive Voice Recognition (IVR)
Why insiders are placing their bets behind their voices.
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Can Co-Owners Get Along After a Successful Transfer of Real Estate?
Seven tips show you how.
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Taking Stock of ESPPs
Millions of American workers are "leaving money on the table" because they don't take advantage of employee stock purchase plans (ESPPs).
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Educational Tax Benefits
Don’t miss out on these six tax incentives to subsidize the cost of higher education.
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The Added Challenges When You Advise Affluent Clients
Advisors to wealthy families speak out about their careers and clients.
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Millionaires, But Middle Class
Who are the hidden affluent today and how they are influencing the market?
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Optimize Charitable Giving
Helping your clients find the perfect fit.
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