Kivalia is a free tool aimed at delivering automated allocation help for retirement plan participants (401k, 403 or 457). Users tell us what the investment options are in their plan and we generate, in real time, risk-adjusted model portfolios for...
We are a 40-year old couple who redesigned our lives to step outside the norm. Whether your dream is halfway around the world or in your own backyard, you'll find information on goal-setting, living well, managing your money, and simplifying your...
The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. With monthly feature articles, interviews, columns, and peer-reviewed technical...
CPA's who address issues regarding how to manage Uncle Sams allowance! Retirement Planning, Capital Gains, AMT are some of the most intresting and informative areas to learn and understand.
This website hosts a free online retirement calculator that attempts to address this by leveraging the power of Monte Carlo Simulation and the latest retirement planning research to give a better idea of your retirement plan’s chances for success