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 >>

Mike Dalton in USA Today | March 2, 2015

Check out the USA Today article Mike Dalton is quoted in: 7 steps to a financially secure retirement More >>

Taxpayer Bill of Rights... | December 22, 2014

According to the IRS, every taxpayer has a set of fundamental rights. You should be aware of these rights when you interact with the Internal Revenue Service. The “Taxpayer Bill of Rights” takes... More >>

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