Personal financial planning news and resources

TOPICS

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

Planning ideas from Form 1040 (and beyond)

Learn about a few of the many valuable planning opportunities you can uncover when reviewing a client’s tax forms.

June 4, 2018

Tools and tactics for teaching kids about money

This column offers tips geared toward children ages 7 to 12.

May 15, 2018

Fewer Americans delaying life events for financial reasons

Just 35% of Americans said they had delayed a major life event for financial reasons, compared with 51% in 2015, according to an AICPA survey.

May 7, 2018

How CPAs can help prevent elder fraud

CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.

May 7, 2018

Future-proof your tax practice by adding planning services

Consumers are seeking a primary point of contact to address the full scope of their financial needs.

May 1, 2018

Cash-flow-based software not always better

A reader questions the long-term effectiveness of this software for retirement planning.

April 26, 2018

Americans’ financial satisfaction hits high mark

Despite recent stock market volatility, the AICPA’s Personal Financial Satisfaction Index (PFSi) reached a record high in the first quarter of 2018.

April 19, 2018

The ideal time to review your finances

Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.

April 16, 2018

Add value with planning advisory services

CPA financial planners share questions their clients commonly ask and how they address them.

April 3, 2018

How consumers are changing their behavior to combat ID theft

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.

April 2, 2018