Retirement planning

TOPICS / PERSONAL FINANCIAL PLANNING

October 1, 2018

Don’t let the Medicare Annual Enrollment Period pass you by

the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.

August 6, 2018

What the future of medical diagnostics could mean for CPAs

As diagnostics advance, more clients will have more information to include as part of the retirement plan.

August 1, 2018

FIRE-d up for early retirement

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.

July 23, 2018

What CPAs need to know about a growing housing option

Experts in community housing and those who participating community living share their thoughts.

July 9, 2018

Hacking retirement: Technology to spur saving

Financial and technology experts offer insight into which technologies can help clients save now and in the future.

June 13, 2018

What clients need to know about Social Security

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.

May 7, 2018

How CPAs can help prevent elder fraud

CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.

April 19, 2018

The ideal time to review your finances

Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.

March 19, 2018

High-deductible Medigap plan makes sense for some

Medigap High-F provides the same coverage as Medigap F but has much lower premiums.

March 1, 2018

How 65 became the default retirement age

For decades, 65 has been the goalpost most everyone in the labor force worked toward for retirement. But why 65?

March 1, 2018

Clients are living longer: How will your practice adapt?

With the over-100 population swelling in the United States, CPA financial planners need to focus on guiding clients toward a longer retirement.

February 1, 2018

Help small businesses choose the right employee retirement plans

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.

February 1, 2018

How to choose the right software for retirement planning

Weigh these factors when choosing financial planning software to help clients with retirement planning.

February 1, 2018

Help clients balance retirement and education planning

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.

January 22, 2018

How to balance costs of parenthood and retirement

This column explains how personal financial planners can help make sure their clients’ finances hold up to the costs involved with raising children.

January 8, 2018

Could this simple proposal help boost retirement savings?

Auto portability could help prevent retirement account leakage when workers change jobs.

December 11, 2017

How to get the most out of HSAs

CPAs who are personal financial planners can explain the benefits of HSAs to their clients.

November 20, 2017

What CPAs should know about ‘gray divorce’

This column discusses things to keep in mind when working with older couples who are divorcing.

September 18, 2017

Why you should discuss the nonfinancial aspects of retirement with your clients

Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.

August 28, 2017

How to talk to your clients about travel in retirement

CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.

FROM THIS MONTH'S ISSUE

How to set up a simple automation in Zapier

When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.