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Personal financial planning
According to the AICPA’s proprietary Personal Financial Satisfaction Index (PFSi), this quarter the financial standing of the average American reached its highest level since the recession.
CPA financial planners report that their clients’ greatest fear about retirement is running out of money, an AICPA survey finds.
IDR plans can help borrowers avoid delinquency and default when their monthly debt repayment consumes a high proportion of their monthly income.
The annual scholarship is awarded to a CPA who has 15 years' or less experience in the workforce and less than 10 years' experience in estate planning.
Brexit vote still could mute economic optimism.
Millennial investors have more faith than members of other generations in US and overseas markets, US public companies, and audited financial information, a new survey shows.
Sometimes generational differences or hearing impairments make communicating with elderly clients a challenge.
Plans address continuity in case of disruption.
As it becomes increasingly common for people to employ caregivers in their homes, it’s important to ensure that all laws are followed, from tax to immigration to labor.
A growing elderly population means an increasing number of clients losing spouses, and CPAs with strong emotional intelligence will have better relationships with their clients and get more referrals.
Nearly 4 in 10 social media users browse for vacations or other goods after seeing friends’ purchases online, an AICPA survey found.
CPAs, their clients, and other advisers should review funded irrevocable trusts for these points.
Though 58% of Americans say using credit cards to earn travel rewards makes sense, just 15% actually use these rewards to pay for all or part of a trip, an AICPA survey found.
Today senior citizens can choose from a variety of living arrangements.
The financial outlook of the average American has reached its highest level in nine years, according the quarterly AICPA Personal Financial Satisfaction Index (PFSi).
It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.
These versatile accounts belong in every adviser’s retirement strategy toolkit.