Retirement

Articles
Authored by CPAs to Help with Money Management Issues

Eight key questions to help you manage your retirement portfolio
Insurance guidelines for soon-to-be-retirees
Plan now to ensure a secure retirement
Planning for the possibility of incapacity
Seven ways to boost your retirement wealth
Time to sign up for Medicare drug benefit
Organizing your finances when your spouse dies
Aging parents: asking the tough questions

Links of Interest

THE BEST: One of the best resources for financial literacy information for your career is the American Institute of CPAs (AICPA) 360 Degrees of Financial Literacy Web site. Check it out for articles, tools and other great information targeted to professionals.

Health Care Financing Administration-The Medicare & Medicaid Agency www.hcfa.gov Direct links to Medicare and Medicaid law and regulations.
Social Security Administration www.ssa.gov Publications dealing with the entire Social Security Act.
American Association of Retired Persons www.aarp.org Information on services for retired individuals, including housing.
COTA National Seniors Partnership www.cota.org Consumer and Financial Literacy Taskforce for Senior Citizens.
FinanCenter www.fahe.org Tools to help with budgeting, credit cards and retirement planning.
Operation HOPE www.operationhope.org The Silver Rights Movement
Save for Your Future www.saveforyourfuture.org Information about saving for retirement.
ElderServe www.elderserveinc.org Information on services for older persons in Kentuckiana.

Presentation materials
Kentucky Society of CPA members can access presentation and other financial literacy materials in the members section. Some of the materials are provided by the American Insitute of CPAs.


 
 

 

 

 

 

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Kentucky Society of CPAs
1735 Alliant Ave.
Louisville Ky. 40299
502.266.5272
800.292.1754 (KY)
Fax: 502.261.9512

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