Rick Telberg | CPA Trendlines Personal Financial Planning: Issues and Opportunities
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WELCOME!
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BONUS QUESTION: Are you getting paid what you're worth?
Why? Or Why Not?
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PERSONAL FINANCIAL PLANNING QUESTIONS
Over the next 20 years, what's a good "rule of thumb" to use when projecting an annual rate of return (pre-tax) on retirement savings?(Please check only one.)
3% or Less
4% to 5%
6% to 7%
8% to 10%
More than 10%
Other, please specify
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When making plans, how long should today's Baby Boomers plan to be in retirement? (Please check only one.)
5 years or less
6 to 10 years
11 to 15 years
16 to 20 years
21 to 25 years
26 years or more
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Thinking about the Baby Boom generation, in which areas do you think they may be most lacking in their retirement planning? (Please check all that apply.)
Unreasonably high expectations for investments' rate of return
At this rate, they'll be working longer than they expect
They're not properly insured
Portfolio not properly invested or balanced
Failure to consider all advisable choices
Failure to follow through on plans
Failure to heed professional advice
Other, please specify
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During the next 12 months, which of these services will you, or your firm or company, be providing? (Please check all that apply.)
Wealth management
Retirement planning
Savings and Investments (in general)
Specific advice on Stocks/Bonds/CDs/Mutual Funds/REITs/etc.
Life settlements
1031 exchanges/Other real estate issues
Tax/Estate/Trust planning
Mortgages/Home Equity Loans
Business succession planning
College savings
Insurance (personal, not business)
Health savings accounts
None of the above
Other, please specify
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What's the most challenging aspect of partnering with an outside financial services provider? (Please check all that apply.)
They don't really understand the responsibilities of a CPA.
They aren't as concerned about what's best for the client.
They are too "sales oriented."
They could steal the CPA's clients.
Their mistake could hurt the CPA's relationship with the client.
They don't have the integrity, independence or objectivity of a CPA.
They get a big fee while the CPA does all the work.
They don't understand CPA commission/compensation issues.
They come and go and never last in the business for very long.
Other, please specify
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Over the next 3 to 5 years, do you think CPAs will become more or less involved in personal financial planning services?
Much More
Somewhat More
No Change
Somewhat Less
Much Less
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With pensions and Social Security likely to be underfunded by the time many people reach retirement age, how would you advise people to protect themselves financially?
