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AICPA Breaks Down the Questions Every Client Is Asking
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Subscribe20 APR 2026 / AICPA UPDATES
The AICPA and Finseca have launched a Financial Literacy Month initiative which aims to break the complexities of money management into simple, practical advice. Centered on answering clients' concerns on retirement, taxes, investments, and expenditures, the initiative aims to promote financial literacy and provide clients with the knowledge, context, and confidence to make informed decisions about their financial future.
When people say they want “financial peace of mind,” what they usually mean is this: they are tired of staring at retirement calculators like they are slot machines in Vegas. One minute, the plan looks solid. The next, taxes, market swings, health costs,...
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