Personal financial planning news and resources

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October 1, 2018

Scholarship covers estate planning conference costs

Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship.

October 1, 2018

Sarenski awarded for longtime contributions to tax and financial planning

Theodore J. Sarenski, CEO and president of Blue Ocean Strategic Capital LLC, received the AICPA’s Sidney Kess Award for Excellence in Continuing Education.

October 1, 2018

Job growth pushes Americans’ financial well-being to record high

Inflation was the only negative indicator to worsen in the AICPA’s index.

September 18, 2018

Investors trust auditors, but confidence in U.S. markets drops

Investors continue to show a high degree of confidence that public company auditors are looking out for them, according to a new survey.

September 4, 2018

Tips for working with Millennial clients

Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.

August 13, 2018

Tips for handling anxious clients

Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.

August 9, 2018

Tolerance for high risk puts Americans’ investments in jeopardy

Many Americans see a volatile stock market as a way to make a quick profit through short-term buying and selling, according to a new poll.

August 6, 2018

What the future of medical diagnostics could mean for CPAs

As diagnostics advance, more clients will have more information to include as part of the retirement plan.

August 1, 2018

FIRE-d up for early retirement

Learn how CPAs can help members of the FIRE movement: a group of financially savvy consumers whose goal is to retire in their 40s, 50s — or even younger.

August 1, 2018

Advising chronically or terminally ill clients

Seriously ill clients and their families are often worried about how to pay for care. Helping these clients get a better picture of their finances can help alleviate their fears.

August 1, 2018

Preventing elder fraud

By learning about the various types of elder financial abuse and getting to know clients’ families, CPAs can protect vulnerable clients from fraud.

July 26, 2018

Job growth helps push Americans’ financial well-being to record high

Stock market gains and increased job opportunities improved the financial outlook of the average American in the second quarter of 2018 despite rising inflation.

July 23, 2018

What CPAs need to know about a growing housing option

Experts in community housing and those who participating community living share their thoughts.

July 9, 2018

Hacking retirement: Technology to spur saving

Financial and technology experts offer insight into which technologies can help clients save now and in the future.

July 1, 2018

Fewer Americans delaying life events for financial reasons

And fewer are improving their financial habits.

July 1, 2018

Americans’ financial satisfaction hits high mark

Job openings and personal taxes countered volatility.

June 13, 2018

What clients need to know about Social Security

Ted Sarenski, CPA/PFS, discusses 2018 changes to Social Security and much more, including claiming strategies, spousal benefits, and what might happen to the program in the future.

June 12, 2018