Latest News:

  • Oct 17, 2018

    Women anticipate gender bias

    Many women business owners say they've encountered gender discrimination from potential investors, customers and employees who don't grasp the reality that a woman can be a CEO, trial attorney or own a technology company.
  • Oct 17, 2018

    CFP board opposes state regulation

    The Certified Financial Planner Board of Standards is making it clear that it opposes state regulation of financial planners.
  • Oct 17, 2018

    Survey: After 40 years, what has the 401(k) meant to boomers?

    With 401(k) plans turning 40 years old, a Schwab Retirement Services survey finds that a majority of boomers feel their own 401(k) plans are in better shape than ever.
  • Oct 17, 2018

    Financial planning news from around the web: Oct. 15 – 19, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including interesting stats on who is paying income taxes and millennials investing.