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7 ideas for greater financial security in retirement

Financial Planning Digest | Apr 17, 2017

Here are 7 tips for clients to consider as they approach retirement, including examining their employment history for benefits and sources of income they may have overlooked, and creating a detailed budget that reflects what they actually spend, not what they think they spend. Dive deeper into retirement planning for clients by reading The CPA's Guide to Practical Retirement Planning (available to PFP/PFS section members). MarketWatch (04/12)


A new tax-efficient approach to protecting unrealized gains

Financial Planning Digest | Apr 17, 2017

How pre-retirees can make sure their savings will last

Financial Planning Digest | Apr 17, 2017

Deduction rules for reverse mortgages

Financial Planning Digest | Apr 17, 2017

SOS Act would look to strengthen Social Security

Financial Planning Digest | Apr 17, 2017

Lawmakers promote bill calling for free online tax prep

Financial Planning Digest | Apr 17, 2017

Trump: Health care reform should happen before tax overhaul

Financial Planning Digest | Apr 17, 2017

A perfect record for the domestic asset protection trust

Financial Planning Digest | Apr 17, 2017

A checklist for effective succession planning

Financial Planning Digest | Apr 17, 2017

CDC: Life expectancy failed to increase in 2013

Financial Planning Digest | Apr 17, 2017


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Updated for 2017: Planning charts from Bob Keebler

Financial Planning Digest | Apr 24, 2017

Video podcast series: Banish Burnout: Boost Your Personal Efficiency, Effectiveness & Profit

Financial Planning Digest | Apr 24, 2017

This week: Free financial literacy webcast -- invite your clients

Financial Planning Digest | Apr 17, 2017

A perfect record for the domestic asset protection trust

Financial Planning Digest | Apr 17, 2017

Bob Veres Inside Information: Charitable Inheritances

Financial Planning Digest | Apr 10, 2017




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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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