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Social Security COLA expected to be small or nonexistent in 2017

Financial Planning Digest | Jul 25, 2016

Social Security beneficiaries can expect a meager or nonexistent cost-of-living adjustment next year. The adjustment, which is based on the consumer price index, will likely rise from 0% to 0.7%, according to the Board of Trustees of the Social Security Trust Funds. CNBC (07/18)


Roth recommendations must be made on case-by-case basis

Financial Planning Digest | Jul 25, 2016

Top country in retirement security? Not the US

Financial Planning Digest | Jul 25, 2016

Why technical skills aren't enough

Financial Planning Digest | Jul 25, 2016

Video: Estate Tax Proposals: Clinton vs. Trump -- How to Advise Clients Now

Financial Planning Digest | Jul 25, 2016

Extending longevity through health care and wealth management

Financial Planning Digest | Jul 25, 2016

Time for a strategy shift in dividend investing

Financial Planning Digest | Jul 25, 2016

How to recognize signs of elder abuse

Financial Planning Digest | Jul 25, 2016

New rules for deductions on charitable donations of food

Financial Planning Digest | Jul 25, 2016

401(k)s that include only proprietary products can put asset managers at risk

Financial Planning Digest | Jul 25, 2016


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Video: Estate Tax Proposals: Clinton vs. Trump -- How to Advise Clients Now

Financial Planning Digest | Jul 25, 2016

New Resource Page: Tax Aware Investing

Financial Planning Digest | Jul 25, 2016

Bob Veres E-Column: Evaluating Partner Performance

Financial Planning Digest | Jul 18, 2016

Podcast: Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases

Financial Planning Digest | Jul 18, 2016

Upcoming Webcast Series: IRA Planning Workshop with Bob Keebler

Financial Planning Digest | Jul 11, 2016




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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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