Financial & Retirement Planning Tools
The AIA Trust offers resources to assist AIA Members with challenging financial and retirement decisions.
Financial Management Resources – Whether you’re just starting your own firm or running an established firm – managing your company financials is critical. These resources can help you monitor and plan strategically for success.
Financial Planning Guide – Determine your financial planning needs, with suggested timelines, asset allocation, retirement products and various types of insurance to consider.
Financial Planning Online Tool: 360 Degrees to Financial Literacy developed by the AICPA, provides personalized tools and information to better manage your finances and make intelligent financial decisions. Content on the site is organized by 10 life stages, from Teens to Retirees, with 13 key topics, including Credit & Debit and Home Ownership, to identify easily the resources most useful for your financial situation.
Finding a Financial Planner – Two articles that may help when you need a financial planner:
- How to Find Your Financial Advisor
- How to Find the Best Financial Advisor When Approaching Retirement
10 Steps to Start Your Business that includes how to decide on a structure, write your business plan, and analyze your financial needs – available free of charge from the US Small Business Administration.
Retirement Planning Checklist – Retirement planning can be complicated so breaking it up into steps and a retirement checklist helps you focus on key decisions you need to make at each stage. By Rande Spiegelman CPA, CFP®, Schwab Center for Financial Research (April 23, 2012)
Retirement Planning Presentation – A recent presentation to AIA Component Executives reviewed important facts about retirement while exploring several case studies. An online calculator and various decision points were discussed in order to help formulate a plan for getting started. You can utilize the online calculator by clicking here.
Retirement Reality Webinar – NEW! – addresses retirement planning concerns, helping you assess expectations, determine retirement savings needs, and learn how to achieve savings goals. Click here to listen to the Retirement Reality webinar. One CE credit is available; email your request with name/member number to AIATrust@aia.org.
Retirement Plan Worksheets – The booklet, Keys to Planning a Happy Retirement, provides worksheets for you to calculate your own personal retirement plan.
Retirement Planning Articles about preparing and saving for retirement, available from the AIA Trust newsletter, Managing Your Risks.
Understanding Fiduciary Roles Webinar – For an overview of the roles and responsibilities of a fiduciary in the operation of a retirement plan, click here to watch a 12-minute on-demand webinar: Understanding Fiduciary Roles.