What clients need to know about Social Security
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.
Personal Financial Planning
Planning ideas from Form 1040 (and beyond)
Learn about a few of the many valuable planning opportunities you can uncover when reviewing a client’s tax forms.
Tools and tactics for teaching kids about money
This column offers tips geared toward children ages 7 to 12.
Fewer Americans delaying life events for financial reasons
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.
How CPAs can help prevent elder fraud
CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Future-proof your tax practice by adding planning services
Consumers are seeking a primary point of contact to address the full scope of their financial needs.
Cash-flow-based software not always better
A reader questions the long-term effectiveness of this software for retirement planning.
Americans’ financial satisfaction hits high mark
Despite recent stock market volatility, the AICPA’s Personal Financial Satisfaction Index (PFSi) reached a record high in the first quarter of 2018.
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.
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.
