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.
Personal Financial Planning
Why CPAs should consider providing financial planning services
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
Translating Social Security rules
Here's why clients shouldn't be worried that Social Security will completely disappear.
What can CPA financial planners do for people who are retiring?
Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.
How consumers are changing their behavior to combat ID theft
Four of out five respondents say they’ve changed their behavior in response to the threat of cyberbreaches affecting credit card and debit card processing systems.
Why financial planning is a great opportunity for young CPAs
Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Talk to your tax clients now about charitable giving
Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
Why family meetings are vital to estate planning
Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.
How CPAs can help divorcing clients
CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.
Why clients work with CPA financial planners
Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.
How to get started as a PFP
Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.
High-deductible Medigap plan makes sense for some
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
The power of combining tax knowledge with financial planning
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss how having tax knowledge has helped them practice financial planning.
Why CPAs are well-positioned to offer PFP services
CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.
What it means to be a CPA financial planner
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, explain why they find being a CPA financial planner is rewarding and meaningful.
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?
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.
Divorce traps: Portfolios harboring unrealized gains
In a divorce, asset types matter tremendously, and small details can skew a distribution that looks fair based on the numbers alone.
