UHY tax principal Therese Wolfe says Generation X is sandwiched between the needs of their aging parents and those of their college-debt burdened children — and they need help to handle the financial burdens.
Read More »Category Archives: Financial planning
Feed SubscriptionA year-end like no other
With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.
Read More »AICPA announces 2020 ‘Standing Ovation’ award recipients
Eleven CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.
Read More »Financial satisfaction fell to five-year low amid coronavirus, says AICPA
The American Institute of CPAs reported Thursday that its Personal Financial Satisfaction Index declined 55 percent in the second quarter of the year, a level not seen since 2015, as the COVID-19 pandemic continued to ravage consumer finances.
Read More »Filling the gaps in a client’s financial plan
Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic ...
Read More »Handling your own mistakes
Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management — the question is how you handle them.
Read More »How a life settlement can help a client during a pandemic
Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.
Read More »