Personal financial planning news and resources

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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.

December 12, 2016

How organizations can increase 401(k) participation

This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.

October 27, 2016

Americans see highest level of personal financial satisfaction since 2007

According to the AICPA’s proprietary Personal Financial Satisfaction Index (PFSi), this quarter the financial standing of the average American reached its highest level since the recession.

October 6, 2016

Americans’ biggest retirement fear: Running out of money

CPA financial planners report that their clients’ greatest fear about retirement is running out of money, an AICPA survey finds.

October 3, 2016

Are IDR plans right for clients with student loan debt?

IDR plans can help borrowers avoid delinquency and default when their monthly debt repayment consumes a high proportion of their monthly income.

October 1, 2016

Americans’ financial outlook reaches 9-year high

Brexit vote still could mute economic optimism.

October 1, 2016

Scholarship funds Estate Planning Conference costs

The annual scholarship is awarded to a CPA who has 15 years’ or less experience in the workforce and less than 10 years’ experience in estate planning.

September 29, 2016

Millennials are the most confident investors, survey shows

Millennial investors have more faith than members of other generations in US and overseas markets, US public companies, and audited financial information, a new survey shows.

September 12, 2016

How to build rapport with older clients

Sometimes generational differences or hearing impairments make communicating with elderly clients a challenge.

September 1, 2016

In-home caregivers: Answers to tax and nontax questions

As it becomes increasingly common for people to employ caregivers in their homes, it’s important to ensure that all laws are followed, from tax to immigration to labor.

September 1, 2016

SEC seeks transition plan requirements for investment advisers

Plans address continuity in case of disruption.

August 29, 2016

How to work with a grieving client

A growing elderly population means an increasing number of clients losing spouses, and CPAs with strong emotional intelligence will have better relationships with their clients and get more referrals.

August 24, 2016