Financial Planning Section
The economic situation has caused many individuals, families and businesses to take a second look at their current, and future, financial status. Each week, OSCPA’s Financial Planning Section newsletter addresses a wide-ranging list of financial planning tools, updates and issues that members should consider when counseling their clients. Retirement planning, trusts, 401(k)s, and estate planning are just a few of the weekly topics. Your clients depend on you for current information and sound advice. Join the section that supports your financial planning expertise.
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May 15, 2013
Men and women might be different in a lot of ways, but when it comes to their retirement, that old “he said, she said” difference disappears, according to a new survey.
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May 08, 2013
If Consumer Financial Protection Bureau Director Richard Cordray gets his way, financial literacy will be taught in U.S. classrooms and become a high school graduation requirement.
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Apr 29, 2013
Future Social Security beneficiaries would experience an average 2% reduction in benefits during their retirement if the federal government switched to a “chained” consumer price index for computing cost-of-living adjustments, according to a report by the Center on Budget and Policy Priorities.
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Apr 23, 2013
Employee borrowing from 401(k) plans increased 28% in the fourth quarter from a year earlier, according to Wells Fargo, as more than 60% of new loans went to individuals in their 50s and 60s.
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Apr 23, 2013
The individual retirement account cap in President Obama's budget proposal for fiscal year 2014 is not meant to limit overall retirement savings, according to Treasury Secretary Jacob Lew.
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Apr 16, 2013
Nearly half of women in the workforce do not have a strategy for their retirement, and more than half have little confidence that they will be able to retire with enough savings for a comfortable lifestyle, according to a survey by the Transamerica Center for Retirement Studies.
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