Personal financial planning news and resources

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January 24, 2019

Americans’ personal financial satisfaction dips in fourth quarter

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.

January 22, 2019

Don’t miss the new Medicare Advantage enrollment period

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.

December 13, 2018

How tax reform is changing clients’ financial plans

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.

December 1, 2018

Investors trust auditors, but confidence in US markets drops

Audited financial information also gets high marks.

November 28, 2018

Which benefits do employees find most financially beneficial?

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.

November 12, 2018

Help clients save money on prescription drugs

CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.

October 25, 2018

Financial satisfaction measure hits record for 5th straight quarter

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.

October 15, 2018

The Medicare Part D coverage gap is ending

CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.

October 1, 2018

Don’t let the Medicare Annual Enrollment Period pass you by

the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.

October 1, 2018

PFP Distinguished Service Award recognizes sustained volunteer contributions

Jean-Luc Bourdon, principal at BrightPath Wealth Planning LLC, received the AICPA’s 2017 Personal Financial Planning (PFP) Distinguished Service Award.

October 1, 2018

Young CPAs honored with Personal Financial Planning Standing Ovation

Seventeen young CPAs were recognized through the Personal Financial Planning Standing Ovation program for making notable contributions to the profession.

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.