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Retirement & Financial 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. This list of helpful resources will help you plan strategically for success. View >

 

Financial planning online tool
Developed by the AICPA, this tool provides personalized 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. View >

Find a financial planner
These two articles may help when you need a financial planner:

10 Steps to Start Your Business
This article 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. View >

Retirement Planning Calculator
The calculator is being renovated and will be restored shortly! In the meantime, see how Equitable can help you make meaningful progress toward a more confident future. View >

Webinar: Retirement Planning Strategies for Architecture Firms

This 25-minute webinar, presented by Equitable in conjunction with the AIA Trust, is designed to help firm owners and managers determine the best retirement plan strategy for their firms and how retirement plans can help to achieve business goals. View >

Be sure to check out the AIA Members Retirement Program and find the right retirement plan for you and your firm.




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Determining the Right Retirement Plan

For architects, establishing a retirement plan for yourself and your firm if you have employees is one of the most important actions you can take. Selecting the right kind of plan for yourself is also critical.

How to Budget for Retirement

As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID. Nearly two-thirds state that they feel at least some concern over how they’ll maintain their lifestyle in retirement according to a 2020 Equitable Consumer Pulse Survey.