Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
Personal Financial Planning
Many Americans see a volatile stock market as a way to make a quick profit through short-term buying and selling, according to a new poll.
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.
Seriously ill clients and their families are often worried about how to pay for care. Helping these clients get a better picture of their finances can help alleviate their fears.
By learning about the various types of elder financial abuse and getting to know clients’ families, CPAs can protect vulnerable clients from fraud.
Stock market gains and increased job opportunities improved the financial outlook of the average American in the second quarter of 2018 despite rising inflation.
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.
And fewer are improving their financial habits.
Job openings and personal taxes countered volatility.
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.
Learn about a few of the many valuable planning opportunities you can uncover when reviewing a client’s tax forms.
This column offers tips geared toward children ages 7 to 12.
Just 35% of Americans said they had delayed a major life event for financial reasons, compared with 51% in 2015, according to an AICPA survey.
CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Consumers are seeking a primary point of contact to address the full scope of their financial needs.
A reader questions the long-term effectiveness of this software for retirement planning.
Despite recent stock market volatility, the AICPA’s Personal Financial Satisfaction Index (PFSi) reached a record high in the first quarter of 2018.
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.