cpas look beyond wall street carnage

rule 1: don’t rely on social security.

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by rick telberg
at large

lehman. merrill. aig. bear. legendary names all.

and the story of each adds to the uncertainties that cpas are facing with clients every day.

looking to help clients financially prepare for the future, cpas are counseling restraint. but, first of all: don’t count on social security.

“due to the lack of certainty, social security benefits should not be assumed in the financial plan,” said gary manion of olney, md.