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Estate planning for newlyweds: Unromantic but vital

Financial Planning Digest | Mar 26, 2015

There's nothing romantic about life insurance and wills for newly married couples, but it's essential that clients attend to estate planning tools like these soon after they tie the knot. Among other things, clients should update their beneficiaries and consider granting each other power of attorney. OnWallStreet.com (03/23)


Should clients use deferred-income annuities?

Financial Planning Digest | Mar 26, 2015

SEC's White discusses fiduciary rule, third-party exams

Financial Planning Digest | Mar 26, 2015

What a rate hike means for bond investors

Financial Planning Digest | Mar 26, 2015

How living abroad complicates estate planning

Financial Planning Digest | Mar 26, 2015

States where taxes hit high-income residents the hardest

Financial Planning Digest | Mar 26, 2015

House committee approves IRS legislation, passes bill to repeal estate tax

Financial Planning Digest | Mar 26, 2015

How to follow the 60-day IRA rollover rule

Financial Planning Digest | Mar 26, 2015

Asset classes differ in tax efficiency

Financial Planning Digest | Mar 26, 2015

Rate hike could come in Sept., Doll predicts

Financial Planning Digest | Mar 26, 2015


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Applications for 2015 Leadership Academy

Financial Planning Digest | Mar 30, 2015

Podcast: 1st Quarter Tax and PFP Update with Bob Keebler

Financial Planning Digest | Mar 30, 2015

Save the Dates! 2015 Webcast Calendar

Financial Planning Digest | Mar 26, 2015

Free financial literacy webcast: 2015 Taxes: Start Your Money Plan Here

Financial Planning Digest | Mar 26, 2015

Register for June 2015 PFP Boot Camp in Denver

Financial Planning Digest | Mar 23, 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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