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As Baby Boomers Ease into Retirement, Businesses Seek Accumulated WealthBaby boomers have become a prized commodity for a variety of companies, and their sheer numbers mean businesses are lining up to steer their wealth accumulation in the right direction as the rite of retirement nears. But just how much money will boomers need to have to retire comfortably? ...continue |
Make Sure Financial Planners Know Your ValuesMost people's finances center only on how much money they have to meet today's challenges. Neglected are tomorrow's challenges, which is where the personal side of money management comes in. As the economy expands and contracts, so do our lives. Therefore, combining life planning with financial planning is necessary to protect wealth into the future. ...continue |
Green Investing, The Color of MoneyIn the financial world, green can beget green--in all sorts of ways. In the past, "going green" meant protecting the planet, but today, it increasingly also means the potential profits reaped from environmental investments. "Green investing" focuses on a range of environmental and social concerns. Also called Socially Responsible Investing, or SRI, by analysts, its assets have blown through the roof in the past few years. ...continue |
It's Not Too Early for 2008 Tax MovesThe April 15, 2008 filing deadline is now just a few sunsets away. Since we're hoping you've already filed -- especially since receipt of next month's economic stimulus rebate checks depends on that filing as well -- here's a first round of advice for those already looking ahead to their 2008 returns. Here are two tips to get you thinking about making the most out of ...continue |
New Research from EBRI: Individual Account Retirement Plan Assets Concentrated in Families With High Incomes, but Important to Lower-Income Families, TooWASHINGTON ...continue |
ATFA Calls on U.S. Congress to Protect Teachers' Pensions from Argentina's Bad Acts in International FinanceWASHINGTON ...continue |