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.
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.
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.
Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
A taxpayer's IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.
A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
How much do you know about Social Security? Find out in this five-question quiz.
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.
This column offers ideas and describes what’s involved in helping clients make a well-informed choice.
This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.