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:

  • Aug 20, 2019

    Study: Elderly bankruptcy is on the rise

    Bankruptcy in the United States has undergone a rapid “graying” over the past few decades. In 1991, elders made up 2% of the bankruptcy relief claims; now the share is 12%. Those stark numbers come from a recent Indiana Legal Studies research paper, Graying of U.S. Bankruptcy: Fallout from Life in a Risk Society.
  • Aug 07, 2019

    CFP Board announces independent task force to strengthen and modernize enforcement

    The Board of Directors of the Certified Financial Planner Board of Standards will create an independent task force to examine and modernize its enforcement practices.
  • Aug 07, 2019

    A break on inherited IRAs might be going away

    The SECURE Act recently passed by the U.S. House of Representatives is full of retiree-friendly provisions. But one is irking a number of retirees who were hoping to pass on money accumulated in an IRA to their heirs: the end of the “stretch IRA.”
  • Jul 08, 2019

    Study: Women's financial confidence is dropping

    Many women feel less financially secure today than they did three years ago, and it’s partially due to a lack of confidence in their financial decision-making skills, a new study found.
  • May 20, 2019

    Report: What it costs to raise a child

    A new report from the U.S. Department of Agriculture states parents planning on raising a child should expect to spend an extra $14,000 dollars or more a year.

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