We examine what potential borrowers need to know when considering taking out private student loans.
Personal Financial Planning
CPAs can forge stronger relationships with clients by offering them a service they expect and appreciate: charitable 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.
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.
Helping clients figure out what kind of lives they want to lead in retirement is a critical step in personal financial planning, according to Ted Sarenski, CPA/PFS.
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.
Americans’ personal financial satisfaction increased steadily throughout 2017, reaching a 24-year peak in the fourth quarter of 2017, according to the AICPA’s Personal Financial Satisfaction Index.
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.
Seventy-six percent of pet owners would make a financial sacrifice to rescue a pet from a health crisis, an AICPA survey found.
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
CPAs can help their clients avoid falling victim to fraud ensuring donations are made to legitimate 501(c)(3) organizations.
More than half of Americans with debt said that owing money has had a negative impact on their lives, according to a recent AICPA survey.
This column discusses things to keep in mind when working with older couples who are divorcing.
This article looks at common schemes and ways CPAs can help their clients avoid becoming victims.
This article identifies blunders CPAs see clients make and offers ways to prevent those problems.
This second part of a two-part article on everything practitioners should know about the estate tax covers estate tax planning techniques, including the marital deduction and the use of various types of trusts.
Stock market gains and a strong job market brought Americans’ financial well-being in the third quarter of 2017 to its highest level in 24 years.
Clients also turn to CPAs with questions about all kinds of financial matters, particularly about their companies and accounting.