Personal financial planning news and resources

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July 1, 2017

Fake financial news threatens Americans’ decision-making abilities

Investors may be misled when writers are secretly compensated for touting company stocks.

July 1, 2017

Planning opportunities for the final tax return

Many tax attributes vanish at the end of life, and clients are well-advised to include them in their final arrangements.

July 1, 2017

What all CPAs should know about elder planning

By providing basic knowledge, CPAs can better serve older clients and their families.

June 14, 2017

Preserve family wealth—and your practice—by engaging the next generation

As wealthy Baby Boomers transfer their assets to Millennials, CPAs can help families preserve their assets and build loyalty to the firm by developing relationships with the younger heirs.

June 12, 2017

Cognitive impairment does not necessarily have to derail your clients’ planning

Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.

June 12, 2017

Stop behavioral biases from sabotaging your clients’ long-term objectives

Here are some ways CPAs can help prevent their clients from making emotionally driven investing mistakes.

June 1, 2017

Planning to mitigate risk in tax planning engagements

A professional liability claim may occur if a client’s expectation and the results of the tax services do not coincide.

May 8, 2017

Why women need more money in retirement

Experts offer advice on how women can navigate their unique retirement financial needs.

May 1, 2017

SEC gives advice on robo-advisers

The new technology is popular among young and tech-savvy investors.

April 27, 2017

Fake financial news threatens Americans’ ability to make sound financial decisions

Experts say individuals should thoroughly investigate financial news and its sources before making investment decisions.

April 25, 2017

Rising inflation dampens Americans’ personal financial satisfaction

Though Americans’ personal financial well-being remains high, rising interest rates may be beginning to wear on them.

April 20, 2017

4 in 10 Americans say technology leads them to pay more for convenience

In a recent AICPA survey, 41% of Americans said that their use of personal technology makes them more likely to pay extra for convenience.

April 12, 2017

Nearly half of Americans fear not being able to afford retirement

Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.

April 1, 2017

Mistaken IRA rollover creates problems for taxpayer

A taxpayer’s IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.

March 24, 2017

What role should your house have in retirement planning?

A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.

March 13, 2017

Options for retirees paying off family members’ student loan debt

There are steps older borrowers can take if they are struggling to pay off student loans.

March 1, 2017

How to discuss long-term-care options with clients

Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.

March 1, 2017

AICPA updates guidance for CPA personal financial planners

The updated Body of Knowledge takes a holistic approach.

February 23, 2017

What you need to know about robo-advisers

Publications issued by the SEC provide guidance to investment advisers who operate robo-advisers and investors who use their services.

February 21, 2017

Debt relief for students of certain for-profit schools

Students can use the Higher Education Act of 1965 to appeal their loans if they attended a school that was found to have committed a “substantial misrepresentation” of its educational programs.