Feb 22
Monday
College Savings Plans
Financial advisors recommend that investors include 529 college savings plan accounts as part of their overall educational savings strategy. Poor stock market returns have caused some people to shy away from 529s recently according to data from Financial Research Corporation in Boston. New contributions are down by two-thirds from two years ago.
“529 plans are still a very attractive option to save for college for most people because of their flexibility and tax benefits,” said Dan Goldie, President of Dan Goldie Financial Services. “Some investors have pulled back from these plans because of poor results, but this has been caused by a negative return in the stock market, not because the investment plans themselves did poorly.” Continue…
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Free, Self-Service Financial Planning Solutions For Consumers
no responses - Posted 04.21.10
Voyant, Inc. unveiled Voyant @Home (www.planwithvoyant.com), the first do-it-yourself financial planning solution that puts consumers in direct control of their financial health. continue -
Now That Tax Season is Over, it’s Time to Plan for next year’s taxes with ExecPlan Financial Planning Software
no responses - Posted 04.20.10
At the beginning of every year there are stories abound on tax tips to help you reduce your tax liability. These stories inform on changes in tax laws that provide tax credits or deductions that have not been previously available. continue -
Retirement Planning Includes Safeguarding Your Credit Score
no responses - Posted 04.19.10
This year, the oldest Baby Boomers turn 61, meaning that the United States has officially begun the race to Baby-Boomer retirement. With many thousands of Americans retiring each year, and the number expected to grow, Bills.com co-founder and co-CEO Brad Stroh suggests that those entering their "golden years" check their credit scores before giving up their paychecks or moving into ... continue -
Financial Engines Launches Broader Retirement Planning Help
no responses - Posted 04.15.10
Financial Engines, a leading provider of independent retirement help, today announced the Financial Engines® Retirement Plan, a personalized statement that gives individualized advice to participants on investments, savings and retirement income. The Retirement Plan is designed to give 401(k) participants a comprehensive roadmap to address key retirement decisions. continue -
Retirement Savings Challenges in America
no responses - Posted 04.14.10
AXA Equitable Life Insurance Company released today a video to help raise awareness about the retirement savings challenges Americans face, as well as the strategies and resources available to help them work toward their financial goals. continue -
The New Retirement
no responses - Posted 04.13.10
The Ameriprise Financial New Retirement Mindscape study is the first to explore people's attitudes, worries, behaviors ambitions and needs before and after retirement. Due to a significant increase in life expectancy, retirement is lasting longer than ever before and ... continue -
Long-Term Care May Be a Road Block for Many Baby Boomers on the Road to Retirement
no responses - Posted 04.12.10
Despite popular belief, boomers are overwhelmingly prepared to make the most of their journeys through retirement. However, even as they put their financial plans into place, most are ignoring the potentially devastating expenses associated with long-term care, according to a new Lincoln RetirementSM Institute (LRI) survey. continue
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Independent Fee Only Financial Planner In Salt Lake City Compares 403(b), 457, and 401(k) Plans
no responses - Posted 01.01.10
403(b) plans, also known as tax sheltered annuities (TSAs), and 457 plans are quite similar to 401(k) plans. Both plans allow employees to defer income and benefit from tax deferred growth, and both plans enable employers to provide matching contributions. 403(b)s and 457 plans, like 401(k)s, have a 2009 contribution ...continue
no responses - Posted 01.01.10
403(b) plans, also known as tax sheltered annuities (TSAs), and 457 plans are quite similar to 401(k) plans. Both plans allow employees to defer income and benefit from tax deferred growth, and both plans enable employers to provide matching contributions. 403(b)s and 457 plans, like 401(k)s, have a 2009 contribution ...continue