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:

  • Oct 02, 2019

    SEC adopts new rule to modernize regulation of exchange-traded funds

    The SEC has announced that is has voted to adopt a new rule and form amendments that are designed to modernize the regulation of exchange-traded funds (ETFs), by establishing a clear and consistent framework for the vast majority of ETFs operating today.
  • Oct 02, 2019

    Survey: Americans are worried about their finances

    A new study shows that the majority of Americans are stressed about their financial situations, with 3 out of 4 Americans wishing they could get a financial planning do-over. However, according to the survey by the National Association of Personal Financial Advisors (NAPFA), the outlook isn't all grim: Americans are hopeful about their retirement options.
  • 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, 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.

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