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Financial Planning

A collection of news and information related to Financial Planning published by this site and its partners.

Top Financial Planning Articles

Displaying items 111-121
  • Save or spend? City has $7.1-million surplus

    A cautious Costa Mesa council is urging that the city not spend all of a $7.1-million budget surplus and instead shore up its reserves. Three of the five council members met Tuesday — Mayor Jim Righeimer and Councilman Gary Monahan were absent...
  • Financial planners field anxious queries from federal workers

    Financial planners field anxious queries from federal workers
    Most of the federal workers calling financial planner Stephen Zelcer have an observation and a question. They're worried Congress will kick off a shutdown sequel in January — and they want to know what, financially speaking, they should do to...
  • Medicaid's rules on income, assets

    Medicaid's rules on income, assets
    Q: Will I receive Medicaid if I am receiving monthly income from an annuity and have equity in my house? – No name given A: To qualify for Medicaid for 2013, the monthly income cap is $2,130. The equity in your home, up to $525,000 in 2013, can...
  • Think Black Friday is best day to get a deal? Think again

     Think Black Friday is best day to get a deal? Think again
    As the hardiest of shoppers prepare for the annual Black Friday consumption frenzy, many are convinced it's their one shot at a great deal. But "that's not even close to the truth," said Matthew Ong, senior retail analyst at online personal finance...
  • Steinberg: A look inside the agent game

    The end of the college football season occurs this weekend for some teams which means that the first group of athletes eligible for the draft can sign with agents. Securing new clients is the critical rite of passage for agents. There are many qualified...
  • City energy contracts go to official's former business partners

    City energy contracts go to official's former business partners
    Twice this year, the city has awarded no-bid energy consulting contracts to a Baltimore company recommended by the head of the city's energy office, who was once listed as a "special partner" in the firm. Bovaro Partners LLC has received renewable-...
  • 501(c)(4) rules without teeth

    Last week the Internal Revenue Service and the Treasury Department published draft regulations for tax-exempt "social welfare" organizations that increasingly have become banks for anonymous political donations. But the regulations stop short of...
  • A wake-up call from Detroit

    A judge's ruling Tuesday that the city of Detroit's bankruptcy case may go forward — and that its pension obligations are not entitled to special protection but can be reduced, along with other debts — sends a chilly message to workers in...
  • Stalling of tax overhaul bill is both good and bad for homeowners

    WASHINGTON — For one of the least productive congressional sessions in modern history, the final word about tax overhaul was entirely in character: Nothing's happening. But is that good or bad news for homeowners, buyers and small-scale real...
  • Many Americans say they can't retire until their 70s or 80s

    It’s the new retirement: More than four in 10 Americans think they’ll have to work into their 70s or 80s because they can’t afford to retire, according to a new survey. One in 10 people expects to toil into their 80s, while 32%...
  • Burbank's new mayor looking forward to a great year

    As I begin my term as mayor, I want to take this opportunity to thank my colleagues on the council for giving me the honor to serve our community in this role. While I feel a sense of both pride and humility, my strongest feeling is a sense of urgency....