Personal financial planning news and resources

TOPICS

April 19, 2022

ENGAGE emcee: Why inflation could cause retirement U-turns

Hear or read this conversation with a CBS News business analyst on top questions asked of financial planners and what role inflation and tax rates may play.

April 1, 2022

How CPA financial planning firms can move forward post-pandemic

Firms and clients are both reassessing their
priorities in the wake of the pandemic.

April 1, 2022

Helping retirement plan participants understand their net worth

Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.

March 31, 2022

The pros and cons of delaying Social Security

Make sure your decision about when to claim Social Security benefits is an informed one that takes into consideration your expected longevity along with various financial and other factors.

March 30, 2022

‘SECURE 2.0’ would further expand retirement savings options

Legislation augmenting the SECURE Act of 2019 now goes to the Senate after passing the House.

March 23, 2022

Roth IRAs: Are they right for your client?

The choice between a Roth IRA and a traditional IRA in saving for retirement depends on the person’s age, tax bracket, expected future earnings and other factors.

March 3, 2022

How to keep Ukraine donations safe from fraudsters

Taking the time to research charities can help donors make certain that their donations are being used for the intended purpose.

March 1, 2022

How married couples can use trusts in estate planning

Married taxpayers have estate planning options others don’t.

December 1, 2021

Ask the expert: Gift planning

Karla Valas leads fundraising for Fidelity Charitable, the nation’s largest grantmaker. Her team helps CPAs to prioritize sophisticated planning conversations that incorporate charitable strategies.

November 1, 2021

When seniors are targeted in schemes

Practitioners need to understand elder fraud and what to do when they find it.

November 1, 2021

Choosing a billing method for financial planning

CPA financial planners discuss the pros and cons of different billing methods for financial planning services and why they chose the one they did.

October 28, 2021

How investors can protect against inflation

CPA financial planners discuss this year’s nearly 6% inflation rate and what it could mean for investment portfolios.

October 14, 2021

The long-term-care quandary: Helping clients prepare

Long-term care is a critical topic when discussing retirement plans with aging clients.

August 9, 2021

6 tips for supporting clients through life transitions

Experienced CPA financial planners share tips for helping clients through change.

July 13, 2021

Reach your students with financial literacy

Pique students’ interest in accounting with a subject relevant to their lives.

July 1, 2021

Gerald Townsend, CPA/PFS/ABV

Clients need more than one thing from a personal financial planner, according to Gerald Townsend, CPA/PFS/ABV.

July 1, 2021

Planning for education expenses amid change

A Q&A addresses student loans, saving for college, and making plans in a changing environment.

June 24, 2021

Cultivate good online shopping habits

An AICPA survey shows two in five Americans struggle to stick to their monthly budget due to online shopping.

June 9, 2021

What CPAs must do at the first financial planning meeting

Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement.

May 21, 2021

A professional athlete’s frugal approach to what’s next

A professional soccer player says his teammates ribbed him for being “cheap.” He took that as a compliment. Find out why in this conversation with an ENGAGE 2021 panel speaker.