Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.
Personal financial planning
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
CPA financial planners share questions their clients commonly ask and how they address them.
Here's why clients shouldn't be worried that Social Security will completely disappear.
Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.
Four of out five respondents say they’ve changed their behavior in response to the threat of cyberbreaches affecting credit card and debit card processing systems.
Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.
CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.
Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.
Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss how having tax knowledge has helped them practice financial planning.
CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, explain why they find being a CPA financial planner is rewarding and meaningful.
For decades, 65 has been the goalpost most everyone in the labor force worked toward for retirement. But why 65?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
In a divorce, asset types matter tremendously, and small details can skew a distribution that looks fair based on the numbers alone.