Financial Decisions Guide - Elder Planning
Guide:
Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
Published on May 17, 2013
Financial Decisions Guide (Customizable)
Guide:
A customizable guide to financial decisions that need to be made as an end-of-life plan is developed and implemented.
Published on May 17, 2013
Financial Decisions Guide
Guide:
A guide to financial decisions that need to be made as an end-of-life plan is developed and implemented.
Published on May 17, 2013
Elder Planning Services Useful Web Site Links and Resources
Overview:
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful. Access these sites to find more resources for Elder Planning services.
Published on April 03, 2013
The CPAs Guide to Social Security Planning
Guide:
A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for more details.
Published on February 04, 2013
The CPAs Guide to Social Security Planning (Excerpt)
Overview:
Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members.
Published on February 04, 2013
Social Security Planning
Guide:
Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make.
Published on February 01, 2013
CPA Guide to Financing Retirement Healthcare
Guide:
A planning tool for CPAs as they discuss the financial side of retirement healthcare with their clients, including Medicare and long-term care options.
Published on January 31, 2013
Excerpt - CPAs Guide to Financing Retirement Healthcare
Overview:
An excerpt of the new guide for CPA as they discuss financial retirement healthcare issues including Medicare and long-term care options.
Published on January 31, 2013
Elder Planning
Video:
Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
Published on January 15, 2013
Why One Firm Decided to Offer Elder Planning Services
Article:
In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
Published on January 15, 2013
Elder Planning Glossary
Glossary:
Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
Published on January 15, 2013
Retirement Healthcare
Overview:
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on November 30, 2012
Forefield Advisor Client Education
Article:
View a sample of how Forefield Advisor can be personalized and customized to communicate with your clients for a discussion on Medicare.
Published on October 26, 2012
2013 Medicare Part D Enrollment Checklist
Checklist:
Cover all of the bases for the 2013 Medicare Part D (prescription coverage) enrollment period including who is impacted and the decisions they need to make.
Published on October 25, 2012