Student loan debt: Everything you need to know but were too afraid to ask
In part one of a two-part podcast, we take a look at what potential borrowers need to know when considering taking out a government-funded student loan.
Elder, special needs & chronic illness planning
What CPAs should know about ‘gray divorce’
This column discusses things to keep in mind when working with older couples who are divorcing.
What all CPAs should know about elder planning
By providing basic knowledge, CPAs can better serve older clients and their families.
Cognitive impairment does not necessarily have to derail your clients’ planning
Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.
How to discuss long-term-care options with clients
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.
Golden-years divorces show couples’ need for financial literacy
Three in four older divorced people need a better understanding of how to manage their personal finances, a new AICPA survey shows.
Student loans: What you need to know before signing
Proper planning can minimize the risks these loans and their repayment options pose to personal finances.
Understand senior housing options
Today senior citizens can choose from a variety of living arrangements.
What to know before you take out a student loan
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
The elder planning documents your clients must have
It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity.
Afraid to bring up elder planning with your aging clients?
When clients wait too long to plan, they can find themselves scrambling to pay unexpected bills.
6 tips for paying off your student loan debts
Students can practice smart financial management habits that help ensure they’re able to pay off their loans.
3 steps clients with kids in college need to take
It’s important clients have a plan in place in the unlikely event that they will need to make medical or financial decisions on behalf of their college-student children.
Questions CPAs should ask before having kids
In a demanding field like accounting, it helps to consider what effect having a child will have on your job.
More than one-third of students plan to live at home after graduation to pay off loans
In a recent survey, students said their college loan debts will cause them to delay such life goals as moving out of their parents’ home, buying a house, having kids, and getting married.
Don’t let clients overlook these key estate planning issues
This column can help clients visualize the consequences of not having an up-to-date plan.
Don’t let health care costs catch your clients off guard
If patients don’t fully understand the cost of their treatments, or if they assume their insurance plan will take care of them, they can be hit with expensive surprises.
College students think they manage money well, but they don’t, survey finds
Students may be overconfident about their ability to manage money, a new AICPA survey has found.
51% of Americans are putting off major life events for financial reasons
More than half of the 1,010 U.S. adults surveyed said they had put off important life goals such as buying a home, retiring, or pursuing higher education.
Emotional harm of elder financial abuse outweighs its financial damage
More than one-third (37%) of CPA financial planners said that elder financial abuse caused “substantial” emotional harm to clients, according to the new AICPA PFP Trends Survey.
