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:

  • Dec 04, 2018

    Social Security updates for 2019

    More than 62 million Americans receive Social Security benefits, and the money that they receive every month goes a long way toward supporting their financial needs. With benefits available either for retirees or those who become disabled, Social Security plays a vital role in protecting people from financial hardship. Every year, Social Security changes somewhat, with many provisions getting updated on an annual basis. Here are changes happening over the coming year.
  • Dec 04, 2018

    Study: More than one-in-ten U.S. parents are also caring for an adult

    About three-in-ten U.S. adults (29%) have a child younger than 18 at home, and 12% of these parents provide unpaid care for an adult as well. All told, these multigenerational caregivers provide more than two and a half hours of unpaid care a day, on average, according to a new Pew Research Center analysis of Bureau of Labor Statistics data.
  • Dec 04, 2018

    Financial planning news from around the web: Dec. 3 – 7, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including how the new tax law affects vacation-home owners and why financial planning software is leading the way among most widely adopted technologies.
  • Nov 12, 2018

    SEC enforcement actions involving advisers jump in 2018

    SEC enforcement actions involving registered investment advisers and investment companies increased 31.7% for its fiscal year ending in September, according to the SEC enforcement division report on its annual results.
  • Nov 12, 2018

    SEC launches targeted exams of mutual funds, ETFs

    The SEC has launched a series of exam initiatives focused on mutual funds and exchange-traded funds (ETFs). The exams will target circumstances in which retail investors could be disadvantaged and review whether registrants have met their regulatory and other legal obligations, OCIE states.

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