News

CFP Board – Financial Stress Survey | June 24, 2015

ORC International conducted a survey in April 2015 on behalf of CFP board that found Americans are stressed about finances. The survey indicates that younger people and women are more likely to... More >>

IRS - Data Breach - 100,000 Americans | May 26, 2015

The IRS announced today that criminals used taxpayer-specific data acquired from non-IRS sources to gain unauthorized access to information on approximately 100,000 tax accounts through IRS’... More >>

CFP Brand Awareness Doubles | May 20, 2015

CFP Board just released its 2015 Brand Tracking Report. According to that report, 17 percent of its target audience had "unaided awareness" of the brand in 2011. As of 2015, that percentage... More >>

America's Retirement Confidence...Survey Says... | April 22, 2015

The EBRI 2015 Retirement Confidence Survey, which was just released, reports that “Americans’ confidence in their ability to afford comfortable retirement has continued to rebound from... More >>

Will You Be Selected for Audit by the IRS? | March 25, 2015

According to the IRS 2014 Fiscal Year Data Book: The IRS collected over $3 Trillion in taxes but with refunds that amount netted to $2.7 Trillion. This amount is attributable to the following... More >>

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