Financial Planning Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

  • Sep 18, 2019

    2020 Social Security COLA expected to be smaller

    When the government announces the cost-of-living adjustment for Social Security benefits next month, the increase will be at or near 1.6%, according to The Senior Citizens League.
  • Sep 17, 2019

    Tax Withholding Estimator helps retirees; figures tax on Social Security benefits

    The new Tax Withholding Estimator, launched last month on IRS.gov, includes user-friendly features designed to help retirees quickly and easily figure the right amount of tax to be taken out of their pension payments.
  • Sep 04, 2019

    Study: Married women face more risk in retirement than single women

    Financial security in retirement depends on economic success during your working years – that seems intuitive. People who earn more retire with higher Social Security benefits and savings.
  • Sep 04, 2019

    U.S. consumer sentiment falls most since 2012

    U.S. consumer sentiment fell the most in six years, slumping to the lowest level of Donald Trump's presidency as Americans expressed concern about how his tariffs will affect the economy.
  • Aug 20, 2019

    Tax planning should include a Paycheck Checkup

    Year-round tax planning is important for everyone. Just because a taxpayer already filed their tax return doesn’t mean they don’t need to think about taxes for the rest of the year. In fact, what they do now may affect any tax they might owe next year. It could also affect the refund they expect.

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