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Helping your clients glide in for a smooth retirement

Financial Planning Digest | Apr 23, 2015

The assumptions you make in your modeling will determine whether a rising or declining glide path will appear to be optimal for your clients, writes David Blanchett. Your conclusion will be heavily influenced by whether you base your model on expected or historical returns. Blanchett's analysis suggests that rising glide paths tend to perform best in higher-return markets, whereas decreasing glide paths are preferable when returns -- particularly bond yields -- are lower. Advisers should also take clients' risk tolerance into account when planning glide paths. Advisor Perspectives (04/21)


Be wary of these tricky estate planning traps

Financial Planning Digest | Apr 23, 2015

How to remember your passwords

Financial Planning Digest | Apr 23, 2015

Lessons learned from preparing tax returns for 2014

Financial Planning Digest | Apr 23, 2015

How time horizon affects asset location decisions

Financial Planning Digest | Apr 23, 2015

Why estate planning is more complex for Gen X clients

Financial Planning Digest | Apr 23, 2015

How to begin saving for your child's future

Financial Planning Digest | Apr 23, 2015

Fed prepares for gradual approach to rate increase

Financial Planning Digest | Apr 23, 2015

AICPA launching free financial education resources

Financial Planning Digest | Apr 23, 2015

AICPA calls for higher small-business safe harbor threshold in tangible property regulations

Financial Planning Digest | Apr 23, 2015


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Financial Planning Digest | Apr 23, 2015

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Financial Planning Digest | Apr 23, 2015

Update Your CPA and/or PFS Descriptions on Part 2 of Your Form ADV

Financial Planning Digest | Apr 20, 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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