Financial planning

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

Some accountants worry that entering into financial planning services may create conflicts of interest -- and they're right, according to John Napolitano of U.S. Wealth Management, though the specific conflicts may not be what they expect.

Your clients’ complex financial lives offer major opportunities.

Next time you meet with a client, instead of just making small talk or asking, “How’s the family doing?” take it a step further.

The American Institute of CPAs’ Q4 2019 Personal Financial Satisfaction index (PFSi) has reached a new high for the seventh time in the last ten quarters after plummeting to record lows in the third quarter of last year, thanks to a late 2019 surge in the stock market.

They call themselves the Patriotic Millionaires, and they say with straight faces it’s time the ultra-affluent kick in more to Uncle Sam.

Here’s a look at the most significant decade for the fastest-growing giving vehicle.

The world’s second-richest person said he wants his fellow billionaires to pay much higher taxes.

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

Everyone benefits from a well-thought-out plan, including staff and clients.