Personal financial planning news and resources

TOPICS

February 7, 2018

Private student loan debt: What CPAs need to know

We examine what potential borrowers need to know when considering taking out private student loans.

February 1, 2018

Bring more value to your clients with charitable planning

CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable planning.

February 1, 2018

Help small businesses choose the right employee retirement plans

Consider these vital factors when helping owners of small businesses select a retirement plan. A handy comparison chart shows what the most popular plans entail.

February 1, 2018

How to choose the right software for retirement planning

Weigh these factors when choosing financial planning software to help clients with retirement planning.

February 1, 2018

Help clients balance retirement and education planning

Clients will naturally want to help their children afford higher education, but it’s important that they not jeopardize plans for retirement by doing so. Here are some general principles to keep in mind as you advise families faced with these complex decisions.

February 1, 2018

Ted Sarenski, CPA/PFS

Helping clients figure out what kind of lives they want to lead in retirement is a critical step in personal financial planning, according to Ted Sarenski, CPA/PFS.

January 25, 2018

Student loan debt: Everything you need to know but were too afraid to ask

In part one of a two-part podcast, we take a look at what potential borrowers need to know when considering taking out a government-funded student loan.

January 25, 2018

Americans’ financial well-being continues upward trend

Americans’ personal financial satisfaction increased steadily throughout 2017, reaching a 24-year peak in the fourth quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index.

January 22, 2018

How to balance costs of parenthood and retirement

This column explains how personal financial planners can help make sure their clients’ finances hold up to the costs involved with raising children.

January 8, 2018

Could this simple proposal help boost retirement savings?

Auto portability could help prevent retirement account leakage when workers change jobs.

December 19, 2017

Keep pets from chewing a hole in your budget

Seventy-six percent of pet owners would make a financial sacrifice to rescue a pet from a health crisis, an AICPA survey found.

December 11, 2017

How to help clients avoid post-disaster donation fraud

CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.

December 11, 2017

How to get the most out of HSAs

CPAs who are personal financial planners can explain the benefits of HSAs to their clients.

December 5, 2017

Debt is causing Americans significant stress and anxiety

More than half of Americans with debt said that owing money has had a negative impact on their lives, according to a recent AICPA survey.

November 20, 2017

What CPAs should know about ‘gray divorce’

This column discusses things to keep in mind when working with older couples who are divorcing.

November 15, 2017

Ways to stop elder financial abuse before it starts

This article looks at common schemes and ways CPAs can help their clients avoid becoming victims.

November 6, 2017

6 common client financial mistakes

This article identifies blunders CPAs see clients make and offers ways to prevent those problems.

November 1, 2017

Exploring the estate tax: Part 2

This second part of a two-part article on everything practitioners should know about the estate tax covers estate tax planning techniques, including the marital deduction and the use of various types of trusts.

October 26, 2017