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Should clients buy term or whole life insurance?

Financial Planning Digest | Jul 30, 2015

Traditional wisdom calls for clients to buy term life insurance and invest the savings they achieve by avoiding pricier whole life options. But many clients fail to invest the savings, and even if they do, they may make mistakes that lead to diminished returns. In addition, whole life insurance offers certain advantages, such as the ability for clients to borrow against the cash value of their policies. InvestmentNews (free registration) (07/28)


How to augment the power of attorney in estate planning

Financial Planning Digest | Aug 03, 2015

In defense of the 4% rule

Financial Planning Digest | Jul 30, 2015

The case for waiting to claim Social Security

Financial Planning Digest | Aug 03, 2015

The financial toll of "free" long-term care

Financial Planning Digest | Jul 30, 2015

What should you wear to a client meeting?

Financial Planning Digest | Jul 30, 2015

Highway funding bill changes tax return due dates

Financial Planning Digest | Aug 03, 2015

How to invest in real property rather than REITs

Financial Planning Digest | Jul 30, 2015

How to help Gen Z succeed in the workplace

Financial Planning Digest | Jul 30, 2015

Gross: Low interest rates are not the answer

Financial Planning Digest | Aug 03, 2015


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Final reminder! Practical Planning for Cash Flows and Withdrawal Strategies in Retirement

Financial Planning Digest | Aug 03, 2015

The CPA's Guide to Technology in a PFP Practice

Financial Planning Digest | Aug 03, 2015

The CPA's Guide to Financial and Estate Planning: Volume 2

Financial Planning Digest | Jul 30, 2015

Video Podcast: Top Tax Efficient Pre- and Post-Retirement Strategies

Financial Planning Digest | Jul 30, 2015

Free Session Recordings from the AICPA Advanced PFP Conference

Financial Planning Digest | Jul 27, 2015




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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