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Can bonds provide enough income for retirement?

Financial Planning Digest | Mar 30, 2015

Traditional investment guidance focuses on shifting more retirement funds to bonds as people age. That thinking is changing as continuing low interest rates and increasing longevity mean people will need more money in their later years than bonds may be able to provide. The AICPA PFP Section has a robust suite of planning resources for clients in retirement. It is available to members at aicpa.org/pfp/retirement. Bloomberg (03/26)


Estate planning for newlyweds: Unromantic but vital

Financial Planning Digest | Mar 26, 2015

Should clients use deferred-income annuities?

Financial Planning Digest | Mar 26, 2015

Report: Health care will take a bite out of Social Security benefits

Financial Planning Digest | Mar 30, 2015

Fed may have a tough time raising rates

Financial Planning Digest | Mar 30, 2015

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

Financial Planning Digest | Mar 26, 2015

Christie's Catch-22: N.J. can't afford to repeal estate taxes

Financial Planning Digest | Mar 30, 2015

What a rate hike means for bond investors

Financial Planning Digest | Mar 26, 2015

Wyo. claims top spot in retirement ranking

Financial Planning Digest | Mar 30, 2015

How living abroad complicates estate planning

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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