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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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It's renewal time for Preparer Tax Identification Numbers. The IRS has issued a reminder to the more than 727,000 federal tax return preparers that their current PTINs will expire Dec. 31. PTINs are required for anyone who prepares or helps prepare federal tax returns and...

source: Accounting Web

Americans think it is bad thing for those in retirement to be carrying debt, the LIMRA Secure Retirement Institute found in a survey. However, data from the New York Fed Consumer Credit Panel indicates that those between the ages of 65 and 80 increased their debt load by...

source: Plan Adviser

With the latest tax deadline behind them and the individual tax season ahead, accountants this time of year often realize that they are on a treadmill of never-ending deadlines with only brief periods of relief. They may be enjoying the...

source: Accounting Today

Employees who have flexible spending accounts for medical purposes need to make sure they make the most out of those funds before the end of the calendar year, and plan for next year's needs. FSAs provide employees a way to use tax-free dollars to pay medical expenses not...

source: CPA Practice Advisor

Severe limits on 401(k) contributions — initially proposed by the GOP as part of tax reform — are off the table, at least for now. Yet the reality is that while nearly eight in 10 Americans have access to a 401(k) retirement...

source: Market Watch

No matter where you sit in the financial services industry, the future is exciting and opportunistic, but it also brings new challenges to financial advisors' businesses, said Bernie Clark, executive vice president of Schwab Advisor Services.

source: Wealth Management


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