Isolation and loneliness can have serious emotional, social, and financial consequences, and can contribute to declines in clients’ physical and mental health and quality of life.
CPAs describe how they made a successful transition at the end of their careers.
Annual contribution limits for 401(k) plans will increase from $19,000 in 2019 to $19,500 in 2020, and most other limits are increasing as well.
Jonathan Flack, CPA, discusses why leaders of family businesses have such a difficult time with succession planning and what CPAs can do to help them.
Ted Benna talks about how and why he came up with the 401(k), its advantages and drawbacks, how he’d change it if given the chance, and how it’s reshaped retirement.
This article discusses the challenges your clients could face when suddenly needing to move a parent to long-term care, along with ways you can help them prepare.
CPAs can help clients who are trying to save money while also dealing with shifting family demographics.
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.
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.
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.
CPAs are well-equipped to help clients understand the intricacies of Medicare Part D.
CPAs may want to revisit their clients’ Medicare elections, particularly now that Part D changes are on the horizon.
the Annual Enrollment Period is an opportunity for clients to be proactive in their Medicare planning.
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.
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.
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.
CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Having too large a tax refund, or having to pay too much in taxes, can be a sign that your financial plan needs revising.