Personal Financial Planning


Fewer than three of four workers saved for retirement in 2000, says a new survey. According to researchers, while health care expenses worry workers who have tried to estimate their retirement needs, those who have not fret less about their retirement income ( www.ebri.org/rcs/2001/index.htm ).

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.