CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
Nearly one-third (30%) of financial planners say their clients’ top retirement fear is running out of money, according to a recent AICPA survey of 631 CPA financial planners.
It can be helpful for CPA financial planners to reach out to clients to be sure they know about the opportunity to review their coverage and make recommended changes.
Eighty percent of Americans would choose a job with benefits over one with no benefits that paid 30% more, according to a Harris Poll survey on behalf of the AICPA.
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.
As diagnostics advance, more clients will have more information to include as part of the retirement plan.
Learn how CPAs can help members of the FIRE movement: a group of financially savvy consumers whose goal is to retire in their 40s, 50s — or even younger.
Experts in community housing and those who participating community living share their thoughts.
Financial and technology experts offer insight into which technologies can help clients save now and in the future.
Ted Sarenski, CPA/PFS, discusses 2018 changes to Social Security and much more, including claiming strategies, spousal benefits, and what might happen to the program in the future.
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.
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.