Being able to offer sound financial planning advice for clients will require an accountant to gain certification, designation as a financial advisor, or to partner with someone who can be entrusted to serve clients well in this area.

Can baby boomers retire with dignity, or is it no longer in the cards? Financial planners have what it takes to help their clients – and themselves – avoid working into their 80s and beyond.

Available in January, "Save Wisely, Spend Happily" - a field guide to personal finance - combines the insight of 125 CPAs under the direction of best-selling author Sharon Lecther.

CFP Board's consumer advocate Eleanor Blayney offers tips on how consumers can reclaim their long-term financial security by following a smart, pragmatic approach to investing.

The Certified Financial Planner Board of Standards, Inc. (CFP Board) announced July 10, 2012, that John Wiley & Sons, Inc. will publish a first-of-its-kind competency handbook for financial planning.

On January 17, the AICPA recognized Karen Goodfriend's long history of service when it named her the recipient of its 2011 Personal Financial Planning Distinguished Service Award. The award is given annually to an AICPA volunteer who significantly contributes to the advancement of personal financial planning.

Along with the summer come some extra expenses, including (possibly) day camp for children. It may be a pleasant surprise for some parents that the costs of sending their children to these camps may qualify for the child and dependent care tax credit.

It is estimated that nearly 10 million adult children over the age of 50 care for their aging parents. These Baby Boomers should be finalizing plans for their own retirement, but they are putting their parents first.

The end of busy season, when a client's financial position is in clear focus, is the best time to talk about ways to improve their personal and business financial management and results.