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:

  • Jul 23, 2018

    Financial planning news from around the web: July 19 – 23, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including what the average retiree spends on health care each year and retirement changes seen as most likely to pass.
  • Jul 10, 2018

    Where are Ohio’s most tax-friendly cities for retirees?

    A new study has determined the 10 most tax-friendly places in Ohio for retirees. Financial planning website SmartAsset’s fourth annual study analyzed sales, property, income, fuel and Social Security tax data to rank locations on how friendly they are for retirees.
  • Jul 10, 2018

    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.
  • Jul 10, 2018

    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.
  • Jun 28, 2018

    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.

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