A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
Personal financial planning
How much do you know about Social Security? Find out in this five-question quiz.
There are steps older borrowers can take if they are struggling to pay off student loans.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
The updated Body of Knowledge takes a holistic approach.
Publications issued by the SEC provide guidance to investment advisers who operate robo-advisers and investors who use their services.
Students can use the Higher Education Act of 1965 to appeal their loans if they attended a school that was found to have committed a “substantial misrepresentation” of its educational programs.
The start of a new year allows clients to take a fresh look at their investment strategy.
Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.
Wealth planning with these often highly advantageous tools must be weighed against possible drawbacks of income tax accounting.
CPAs’ optimism about the economy, buoyed by the election and an uptick in the stock market, helped the quarter’s financial picture stay strong.
The AICPA has updated its guidance on the competencies and information that CPAs who provide financial planning services need to know.
This column offers ideas and describes what’s involved in helping clients make a well-informed choice.
Proper planning can minimize the risks these loans and their repayment options pose to personal finances.
This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.
How much do you know about personal financial planning? Find out in this five-question quiz based on the types of questions found in the AICPA Personal Financial Specialist Examination.
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.