Retirement & Financial Planning Tools

The AIA Trust offers resources to assist AIA Members with challenging financial and retirement decisions.

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
This calculator from Equitable can help you make meaningful progress toward a more confident future in minutes. View >

Retirement Reality Webinar
Coming soon! A webinar that will address your retirement planning concerns, helping you assess expectations, determine retirement savings needs, and learn how to achieve savings goals.

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

You may also be interested in:

Encouraging Employee 401(k) Savings

Offering a 401(k) retirement plan for your practice in which your employees can participate is a valuable benefit. Frequently, motivating your employees to appreciate and take advantage of this benefit can be a challenge. However, a retirement plan with engaged, informed and participating employees is a successful retirement plan.

Choosing the Right Retirement Plan for Your Firm

Most architectural firm owners and managers must address critical priorities in addition to the business of architecture. These include managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their own financial security. Fortunately, as a firm owner, you have an option that could help to address all those goals: sponsoring…