Personal Finance

Technology

Excel Tip: Determining the Remaining Length of a Loan Using NPER

Learn how to use the NPER function in Excel to determine just how long it will take you to payoff that credit card bill on which you’re making monthly payments..
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Tax

Pew Survey: One-Third of Americans Like Doing Their Taxes

While many people believe doing their income taxes is a hassle, a recent survey from the Pew Research Center shows that a good portion of Americans don’t mind the process.
2538
A&A

AICPA Survey Finds Money Worries Taking Toll on Americans' Waistlines, Well-being

Feeling a little paunchy around the middle or particularly irritable when you pull into work in the morning? Don't blame it all on processed sugar or your two-hour commute. A recent AICPA survey found money worries are making many Americans impatient, unhealthy, and sleep deprived.
1559
A&A

Survey Finds Parents Flagging as Financial Role Models

Turns out American kids aren't the only ones with a foggy idea about the financial future. According to a recent study by T. Rowe Price, many parents are also neglecting to prepare for their families' long-term financial stability.
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A&A

CEE Details New Standards for Financial Literacy

On April 16, the Council for Economic Education (CEE) released its National Standards for Financial Literacy. The standards are a framework for the content and skills the CEE believes should be contained in a K-12 personal finance curriculum.
1241
Tax

Should Clients Ditch or Keep Tax Return Records?

Now that the tax return season is over – at least for those filers who didn't request extensions – invariably, some of your clients will ask you this question: How long do I need to keep copies of my tax return?
1340
Tax

Should You Spend or Save Your Tax Refund?

According to the AICPA's annual survey to determine Americans' top financial concerns and assess their financial well-being, taxpayers say they're likely to use their tax refund conservatively – to build up savings, pay for day-to-day household expenses, or put toward debt.
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AccountingWEB Life

Lack of Savings Is Americans' Top Financial Concern

Consumers admit they're in dire need of professional financial advice, at least according to 78 percent of those who participated in the 2013 Financial Literacy Survey conducted by the NFCC and the Network Branded Prepaid Card Association.
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Practice

Teaming with a Financial Advisor

Recommending a financial advisor to a client is one of the most important recommendations you can make. Customers will trust your recommendation; therefore, there is a potential your future with that customer could be impacted.
1300
Practice

Retiring with Dignity

Can baby boomers retire with dignity, or is it no longer in the cards? Financial planners have what it takes to help their clients – and themselves – avoid working into their 80s and beyond.
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Education & Careers

AICPA Publishes Consumer Book on Personal Finance

Available in January, "Save Wisely, Spend Happily" - a field guide to personal finance - combines the insight of 125 CPAs under the direction of best-selling author Sharon Lecther.
1744
A&A

Employees Slow to Prepare for Retirement

Statistics from multiple studies paint a dire picture of the number of Americans who think they are prepared for retirement. A new survey found that only 26 percent had run a retirement projection, and only 18 percent felt they were on target.
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Technology

EBRI Rolls Out Free Retirement Savings App

While thousands of smartphone apps have been developed to help people spend money, a new one has been developed to help Americans save: The Ballpark E$timate® iPhone app.
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Education & Careers

Money Is Low Priority in Parent-Child Talks

Even in today's dire economic environment, a study conducted by the AICPA found that money is among the lowest priorities in conversations between parents and their children.
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Education & Careers

Moms Spend More on Kids' Wardrobes than Their Own

According to a survey of 1,000 moms, 60 percent say that clothing will be their biggest expense this year - with 91 percent admitting to spending more on their kids' wardrobes than their own.
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Education & Careers

Will Rising Costs Make College Unattainable?

More and more Americans are losing confidence in their ability to send their children to college, and student loan debt is now at $1 trillion - a figure that's growing faster than any other kind of debt.
2088
Practice

CFP Board's Bulletproof Investment Strategy

CFP Board's consumer advocate Eleanor Blayney offers tips on how consumers can reclaim their long-term financial security by following a smart, pragmatic approach to investing.
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Education & Careers

Student Loans + Credit Card Debt = Stress

Rising tuition costs and excessive borrowing have left many recent graduates struggling to afford basic living necessities, according to findings from Accounting Principals' latest Workonomix survey.
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Tax

Avoid Penalty on ERP Withdrawals

This article from the Oklahoma Society of Certified Public Accountants is one you'll want to share with your clients to help them make wise decisions about early retirement plan withdrawals.
2346
A&A

NFCC Poll Reveals Top Financial Regrets

The recent National Foundation for Credit Counseling online poll allowed consumers to select their greatest financial regret. Of more than 2,200 respondents, 53 percent indicated that habitually overspending was what they most regret.
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Pages

Voice of the Editor

What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
Read more
Gail Perry, CPA
Publisher/Editor-in-Chief, AccountingWEB
editor@accountingweb.com
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