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.
Retirement Planning
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.
High-deductible Medigap plan makes sense for some
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
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.
How to choose the right software for retirement planning
Weigh these factors when choosing financial planning software to help clients with retirement planning.
Help small businesses choose the right employee retirement plans
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.
Help clients balance retirement and education 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.
How to balance costs of parenthood and retirement
This column explains how personal financial planners can help make sure their clients’ finances hold up to the costs involved with raising children.
Could this simple proposal help boost retirement savings?
Auto portability could help prevent retirement account leakage when workers change jobs.
How to get the most out of HSAs
CPAs who are personal financial planners can explain the benefits of HSAs to their clients.
What CPAs should know about ‘gray divorce’
This column discusses things to keep in mind when working with older couples who are divorcing.
Why you should discuss the nonfinancial aspects of retirement with your clients
Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
How to talk to your clients about travel in retirement
CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.
Number of workers raiding retirement funds rises
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
Help your clients make sense of Medicare
This column offers suggestions on the issues you should discuss with your clients.
Help clients afford health care in retirement
This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.
Why women need more money in retirement
Experts offer advice on how women can navigate their unique retirement financial needs.
Nearly half of Americans fear not being able to afford retirement
Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
