Most Clicked StoriesMore >


A different way to calculate retirement readiness

Financial Planning Digest | Feb 27, 2017

The personal funded ratio can be a useful tool for advisers working with pre-retirees to make sure their financial needs will be met after they leave the workforce. Here's a look at how to calculate the ratio and how to interpret it based on a client's goals, preferences and circumstances. Financial Advisor online (02/01)


Where to find favorable tax treatment of retirement income

Financial Planning Digest | Feb 27, 2017

Tax-efficient ways to save more for retirement

Financial Planning Digest | Feb 27, 2017

Rethink safe withdrawal rates

Financial Planning Digest | Feb 27, 2017

Charitable donations from IRAs can shrink Medicare surcharges

Financial Planning Digest | Feb 27, 2017

3 reasons every client should complete a FAFSA

Financial Planning Digest | Feb 27, 2017

University course released: The Essentials of Personal Financial Planning

Financial Planning Digest | Feb 27, 2017

Understanding QTIP trusts and portability

Financial Planning Digest | Feb 27, 2017

SEC clarifies "imputed custody" of assets

Financial Planning Digest | Feb 27, 2017

Bob Veres 2017 Software Survey Results for financial planners

Financial Planning Digest | Feb 27, 2017


Find Financial Planning Digest Issues by Date:



PFP News More >


Bob Veres 2017 Software Survey Results for financial planners

Financial Planning Digest | Feb 27, 2017

University course released: The Essentials of Personal Financial Planning

Financial Planning Digest | Feb 27, 2017

Updated: Elder Planning Resource Page

Financial Planning Digest | Feb 21, 2017

PFP Trends Survey findings: Divorce and Retirement

Financial Planning Digest | Feb 21, 2017

Broadridge (formerly known as Forefield) Alerts: Digital Deception: Current Trends in Cybercrime and New Retirement Materials Available

Financial Planning Digest | Feb 13, 2017




Sign up for Financial Planning Digest



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

Recent Poll view more polls


By 2020, where do you think the profession needs to be on the technology-adoption curve?

Chart.