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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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The Society of FSP is looking to the future with several initiatives geared to attracting and engaging young professionals, including a 50 percent dues reduction and its "Top Leaders 40 and Under Program." The "Top Leaders" program recognizes members who are 40 and under...

source: FSP

Following a bruising confirmation battle that centered on his actions as head of Pasadena’s OneWest Bank, Wall Street executive Steven T. Mnuchin was narrowly confirmed by the Senate as Treasury secretary on Monday. Mnuchin becomes one of President Trump’s top...

source: Los Angeles Times

In a bid to "preserve the status quo," the Department of Labor has moved to delay the fiduciary rule by six months and open up a new comment period about it. That's according to Jason Roberts, an ERISA attorney and consultant, who says he could not identify his sources for...

source: Financial Planning

Retirement is different for everyone. Some clients want to travel, some want to help their children financially, while others plan to continue working on a part-time basis. And more and more Americans are retiring with debt. This means that financial advisors can’t...

source: Investopedia

Recently, a close family friend emailed me about his long-term care insurance policy, expressing his frustration over yet another premium increase. Despite the rising cost, he still feels good about his decision to have a long-term...

source: Forbes

Most happy couples don’t spend time thinking about what their life would look like in the event of a divorce. However unromantic the idea of discussing a retirement plan with your significant other may be, it’s crucial that both individuals in a marriage have...

source: CPA Practice Advisor


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