Financial Planning Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

  • May 01, 2020

    Financial planning news from around the web: June 25 – 29, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including an update on social security benefits and retirement options for millennials deeply in debt.
  • May 01, 2020

    Survey: Affluent clients worried about health care costs

    Affluent older adults are worried about what health care costs, including long-term care expenses, could do to their carefully laid retirement plans. Yet only about half of those who work with a financial adviser have discussed their fears because they consider health care a personal matter, according to a new survey.
  • May 01, 2020

    AICPA announces new Personal Financial Planning Certificates Program

    The AICPA has announced the launch of the Personal Financial Planning (PFP) Certificates Program. This new curriculum offers CPAs an opportunity to expand their knowledge in personal financial planning and a new pathway to the Personal Financial Specialist (PFS) credential.
  • May 01, 2020

    Financial planning news from around the web: July 9 - 13

    In case you missed them, here are some recent interesting financial planning news items from around the web, including new ways to estimate and fund long-term care costs and how mutual fund companies are branching out into portfolio modeling.
  • May 01, 2020

    Survey: Americans reveal their biggest financial regrets

    Financial regrets can have long-lasting consequences, and according to a recent survey from Student Loan Hero, 76% of Americans have some form of financial regret.

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