Clients’ top retirement fear: Running out of money
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.
Personal Financial Planning
Finding out if one can prosper investing in loans
A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life.
Which benefits do employees find most financially beneficial?
Health insurance and 401(k) matches led the pack.
Americans’ personal financial satisfaction dips in fourth quarter
The AICPA’s Personal Financial Satisfaction Index (PFSi) declined for the first time in two years in the fourth quarter of 2018, largely due to the stock market’s end-of-year downturn.
Don’t miss the new Medicare Advantage enrollment period
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.
How tax reform is changing clients’ financial plans
CPA financial planners named charitable giving, business structure and estate plans as the areas of clients’ financial plans they have had to adjust most frequently following the passage of the TCJA, according to a recent survey.
Investors trust auditors, but confidence in US markets drops
Audited financial information also gets high marks.
Which benefits do employees find most financially beneficial?
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.
Help clients save money on prescription drugs
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
Financial satisfaction measure hits record for 5th straight quarter
The AICPA’s Personal Financial Satisfaction Index (PFSi) reached the highest point in its 25-year history at a value of 32 in the third quarter of 2018, a 3.1-point (10.7%) increase from the previous quarter.
The Medicare Part D coverage gap is ending
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
Scholarship covers estate planning conference costs
Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship.
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.
Job growth pushes Americans’ financial well-being to record high
Inflation was the only negative indicator to worsen in the AICPA's index.
Sarenski awarded for longtime contributions to tax and financial planning
Theodore J. Sarenski, CEO and president of Blue Ocean Strategic Capital LLC, received the AICPA's Sidney Kess Award for Excellence in Continuing Education.
Young CPAs honored with Personal Financial Planning Standing Ovation
Seventeen young CPAs were recognized through the Personal Financial Planning Standing Ovation program for making notable contributions to the profession.
PFP Distinguished Service Award recognizes sustained volunteer contributions
Jean-Luc Bourdon, principal at BrightPath Wealth Planning LLC, received the AICPA's 2017 Personal Financial Planning (PFP) Distinguished Service Award.
Investors trust auditors, but confidence in U.S. markets drops
Investors continue to show a high degree of confidence that public company auditors are looking out for them, according to a new survey.
Tips for working with Millennial clients
Cortlon Cofield, CPA/PFS, offers his best advice for marketing to and working with Millennial clients.
Tips for handling anxious clients
Clients can get nervous when dealing with money, the IRS, one of the states, or any situation over which they have limited control.
