CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.
Here's why clients shouldn't be worried that Social Security will completely disappear.
Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
For decades, 65 has been the goalpost most everyone in the labor force worked toward for retirement. But why 65?
With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.
Weigh these factors when choosing financial planning software to help clients with retirement planning.
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.
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.
This column explains how personal financial planners can help make sure their clients’ finances hold up to the costs involved with raising children.
Auto portability could help prevent retirement account leakage when workers change jobs.
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
This column discusses things to keep in mind when working with older couples who are divorcing.
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
This column offers suggestions on the issues you should discuss with your clients.
This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.
Experts offer advice on how women can navigate their unique retirement financial needs.