Personal financial planning news and resources

TOPICS

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.

February 13, 2017

Reducing investment taxes in 2017

The start of a new year allows clients to take a fresh look at their investment strategy.

February 9, 2017

Golden-years divorces show couples’ need for financial literacy

Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.

February 1, 2017

Trusts and estates: Uses and tax considerations

Wealth planning with these often highly advantageous tools must be weighed against possible drawbacks of income tax accounting.

January 26, 2017

Americans’ financial well-being holds steady, despite rising inflation

CPAs’ optimism about the economy, buoyed by the election and an uptick in the stock market, helped the quarter’s financial picture stay strong.

January 10, 2017

AICPA updates guidance for CPA personal financial planners

The AICPA has updated its guidance on the competencies and information that CPAs who provide financial planning services need to know.

January 9, 2017

Best places to retire? It’s complicated

This column offers ideas and describes what’s involved in helping clients make a well-informed choice.

January 1, 2017

Student loans: What you need to know before signing

Proper planning can minimize the risks these loans and their repayment options pose to personal finances.

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Personal financial planning

Why women need more money in retirement

SEC gives advice on robo-advisers

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

Rising inflation dampens Americans’ personal financial satisfaction

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

Nearly half of Americans fear not being able to afford retirement

Mistaken IRA rollover creates problems for taxpayer

What role should your house have in retirement planning?

Options for retirees paying off family members’ student loan debt

How to discuss long-term-care options with clients

AICPA updates guidance for CPA personal financial planners

What you need to know about robo-advisers

Debt relief for students of certain for-profit schools

Reducing investment taxes in 2017

Golden-years divorces show couples’ need for financial literacy

Trusts and estates: Uses and tax considerations

Americans’ financial well-being holds steady, despite rising inflation

AICPA updates guidance for CPA personal financial planners

Best places to retire? It’s complicated

Student loans: What you need to know before signing

Features

How AI is transforming the audit — and what it means for CPAs

Promises of ‘fast and easy’ threaten SOC credibility

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FROM THIS MONTH'S ISSUE

Promises of ‘fast and easy’ threaten SOC credibility

From The Tax Adviser

Trust distributions in kind and the Sec. 643(e)(3) election

Effects of the OBBBA on higher education

Practical tax advice for businesses as a result of the OBBBA

How a CPA and wealth adviser partnership can guide families through transition

MAGAZINE

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