Education | Financial Planning Analysis Reports for Professionals

As a corporate finance, investment, insurance, retirement, tax or estate planning professional, you need the latest insights found at Financial Planning site with the most relevant, newest information.

Financial Analysis Reports for Professionals


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Travel | SoCal Spring Break

Beach | Things to Do Over Spring Break in Southern California

Racing | SoCal Spring Break Long Beach Grand Prix Schedule

Southern California Coast Vacations


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Financial Education

The FDIC’s Money Smart program is a comprehensive financial education curriculum designed to help low- and moderate-income individuals outside the financial mainstream enhance their financial skills and create positive banking relationships.


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Mental Health Survey Finds 18 Percent of Americans Suffer From Mental Illness

Read the full report and learn more at SAMHSA.


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Tech Giving

Tech Giving

BILL AND MELINDA GATES FOUNDATION is where they focus their full-time giving efforts. Bill Gates is considering Working one day a week part-time At Microsoft to develop new products.

Bill Gates also discusses his new roll at Microsoft, vacating the Chairman of the Board seat which he held since 1981. He will serve as a Technology Adviser to the new CEO. Bill wants the future way of Microsoft to target mobile and cloud computing and feels a great opportunity lies ahead.

Microsoft’s new chairman of the board, effective immediately, former IBMer John Thompson takes the chair.

Many former tech executives and retired CEOs focus their management consulting energy with investment and tech services for philanthropic ventures, one such venture run by a retired tech executive is GivingTheFutureWay.org supporting various philanthropic ventures.


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Giving | Oikocredit USA

Members are invited to attend the Annual General Meeting in Piura, Peru
The US is home to 50 of Oikocredit’s 600 cooperative members, and this is the closest the AGM has been to the US in a while! Don’t miss your chance to attend this historic meeting.

Read more about the 2014 AGM

2013: Oikocredit Delivers Solid Financial Results
2013 was a record year for our financial performance! Net inflow reached $110 million, up 74% from 2012, from 52,000 investors worldwide. Our development financing portfolio reached $814 million.

Read the full release here


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2013 Financial Report of the United States Government

Government Accountability Office (GAO) recently released its 2013 Financial Report of the United States government, which is the government’s best attempt at an honest accounting of its books. And even though they use a different accounting system that gives them special advantages, it indicates a substantial amount of national debt; as of this morning, total outstanding public debt is $17.5 trillion.

2013 Financial Report of the United States Government


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TheFutureWay | Education via Harvard University OnLine

Many learning facilities are presented online via YouTube, one popular institution delivering free video education is Harvard University


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