Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners.
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Health insurance and 401(k) matches led the pack.
The AICPA’s Personal Financial Satisfaction Index (PFSi) declined for the first time in two years in the fourth quarter of 2018, largely due to the stock market’s end-of-year downturn.
It can be helpful for CPA financial planners to reach out to clients to be sure they know about the opportunity to review their coverage and make recommended changes.
CPA financial planners named charitable giving, business structure and estate plans as the areas of clients’ financial plans they have had to adjust most frequently following the passage of the TCJA, according to a recent survey.
Audited financial information also gets high marks.
Eighty percent of Americans would choose a job with benefits over one with no benefits that paid 30% more, according to a Harris Poll survey on behalf of the AICPA.
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
The AICPA’s Personal Financial Satisfaction Index (PFSi) reached the highest point in its 25-year history at a value of 32 in the third quarter of 2018, a 3.1-point (10.7%) increase from the previous quarter.
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship.
the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.
Inflation was the only negative indicator to worsen in the AICPA's index.
Theodore J. Sarenski, CEO and president of Blue Ocean Strategic Capital LLC, received the AICPA's Sidney Kess Award for Excellence in Continuing Education.
Seventeen young CPAs were recognized through the Personal Financial Planning Standing Ovation program for making notable contributions to the profession.
Jean-Luc Bourdon, principal at BrightPath Wealth Planning LLC, received the AICPA's 2017 Personal Financial Planning (PFP) Distinguished Service Award.
Investors continue to show a high degree of confidence that public company auditors are looking out for them, according to a new survey.
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.