Financial education should be a lifelong endeavor -- from encouraging children to save their allowances to helping adults plan for a secure retirement. Select from the life stages below to find relevant articles, tools and questions that have been answered by CPAs. Each link will take you to the related topic on the 360 Degrees of Financial Literacy website which is sponsored by the American Institute of Certified Public Accountants (AICPA).
- Tweens & Teens
- College Students
- Employed
- Military and Reserves
- Small Business Owners
- Couples
- Parents & Children
- Home Owners
- In Crisis
- Retirees
Our firms have CPA's on staff that have earned the certification of Personal Financial Specialist (PFS).*
*This designation can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam.