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Latest Articles: Financial Planning

April 23, 2014

 

Generation X investors want a financial advisor who uses social media for communication purposes. Click here to read more

April 23, 2014

 

The best financial advisors keep their customers by maintaining a consistent line of communication. Click here to read more

April 22, 2014

 

As a first introduction, video presentations by financial advisors can save time and make good impressions. Click here to read more

April 22, 2014

 

Gen X investors are less likely than Baby Boomers to credit education for their wealth. Click here to read more

April 18, 2014

 

Some analysts believe women do not need to go to business school to succeed. Click here to read more

April 16, 2014

 

Investors consider risk, reputation, and tax implications when deciding how to invest. Click here to read more

April 14, 2014

 

Some of the seven states that do not have income tax make up for it with sales tax revenues. Click here to read more

April 10, 2014

 

Four-in-ten American workers surveyed don’t think they will meet future financial goals, up from 35 percent the previous year. Click here to read more

April 9, 2014

 

The wealthiest investors have the most confidence in their financial knowledge and are less prone to expressing regrets over past actions (or inactions). Click here to read more

April 8, 2014

 

The Internal Revenue Service estimates that between 20 and 25 percent of all American taxpayers wait until the last two weeks before the deadline to prepare their returns. Click here to read more

April 8, 2014

 

Baby Boomers’ self-image as a vital and engaged generation extends to where and how they plan to live in retirement. Click here to read more

April 4, 2014

 

Millionaire confidence in their retirement readiness is more than a matter of net worth. Click here to read more