What Robin's Reading: Survey of CPA Financial Planners

March 27, 2019

 

The American Institute of CPAs (AICPA) recently released findings from their Personal Financial Planning Trends Survey, which compiles findings and results from over 600 CPA Financial Planners.

 

The Robin S. Weingast & Associates team has been reading through the results and here are our top takeaways: 

 

1) Running out of money is the top financial concern of clients planning for retirement, cited by 30 percent of CPA financial planners.

 

What this means