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Managing the emotional and financial impact of retirement

Financial Planning Digest | Apr 13, 2015

Financial planners can help clients understand their portfolios and manage the psychological impact of leaving the workforce, says Michael Goodman, CPA/PFS. In addition, it's important to help clients embrace the total return approach to retirement. For more resources from the AICPA PFP Section on helping your clients transition to retirement, visit aicpa.org/PFP/retirement. Journal of Accountancy online (04/09)


What's next for long-term care insurance?

Financial Planning Digest | Apr 13, 2015

The myth of the safe withdrawal rate

Financial Planning Digest | Apr 13, 2015

How to avoid the "kiddie tax" on investment income

Financial Planning Digest | Apr 16, 2015

How high-income individuals should pay student-loan debt

Financial Planning Digest | Apr 13, 2015

Should clients use continuing-care retirement communities?

Financial Planning Digest | Apr 13, 2015

Fiduciary proposal issued by Labor

Financial Planning Digest | Apr 16, 2015

Christie: Social Security revamp would save $1 trillion over 10 years

Financial Planning Digest | Apr 16, 2015

For Americans, a comfortable retirement best defines financial prosperity

Financial Planning Digest | Apr 13, 2015

How to recognize when to call a lawyer

Financial Planning Digest | Apr 16, 2015


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June 2015 PFP Boot Camp in Denver

Financial Planning Digest | Apr 16, 2015

Post-Tax Season Resources from the PFP Section

Financial Planning Digest | Apr 16, 2015

Apply to Volunteer on a PFP Committee by May 15

Financial Planning Digest | Apr 13, 2015

Nominate a Star Young CPA Personal Financial Planner for a Standing Ovation by Nov. 15

Financial Planning Digest | Apr 13, 2015

April Inside Information

Financial Planning Digest | Apr 09, 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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