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Wealthy investors avoid 529 college savings plans

Financial Planning Digest | Mar 27, 2017

The majority of wealthy investors don't use 529 college savings plans, and that's especially true for people who say they rely on their advisers for planning advice, a recent survey found. For more information on education planning, register for this upcoming AICPA PFP Section webcast. Financial-Planning.com (03/21)


Retirement cash flow depends on these 4 sources

Financial Planning Digest | Mar 27, 2017

Tax returns hold the key to better estate planning

Financial Planning Digest | Mar 27, 2017

How tax reform may affect retirement planning

Financial Planning Digest | Mar 27, 2017

Ryan: Health bill's failure could complicate tax reform

Financial Planning Digest | Mar 27, 2017

Great icebreakers for prospect meetings

Financial Planning Digest | Mar 27, 2017

Find the right legal structure for a small business

Financial Planning Digest | Mar 27, 2017

How to know when to fire a client

Financial Planning Digest | Mar 27, 2017

Attract new clients by offering financial coaching

Financial Planning Digest | Mar 27, 2017

The pros and cons of interval funds

Financial Planning Digest | Mar 27, 2017


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Nominate a star CPA/PFS for a Standing Ovation

Financial Planning Digest | Mar 27, 2017

2017 Pre-Conference Workshops at Engage: Four specialized learning opportunities

Financial Planning Digest | Mar 27, 2017

Bob Veres Media Reviews: Taboo IRA Investments and Coordinating the Elder Care Players

Financial Planning Digest | Mar 20, 2017

Broadridge (formerly known as Forefield) Alert: Deadline for Making 2016 IRA Contributions

Financial Planning Digest | Mar 20, 2017

PFS Holders: Save on dues

Financial Planning Digest | Mar 13, 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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