The MICPA is part of a nationwide effort to help consumers become wise money managers. Educating individuals in personal finance and helping small business owners is vital to Michigan’s and the nation’s future. These tools will help you with financial decisions – whether you’re starting college, launching a business or considering retirement – or somewhere in between.
The MICPA has developed a comprehensive financial inventory to support individuals and families in their effort to summarize financially related information. This inventory is not only useful in late-life or end-of-life planning, but also for couples or individuals who want to take a collective look at their financial assets and liabilities no matter what their stage in the life cycle. This inventory can be filled out at any stage of life, and is available in word and excel form. Download your copy using the links below:
- Download the Financial Inventory Document - Excel
- Download the Financial Inventory Document - PDF
Financial Affairs: A Guide for Families
The MICPA's Financial Literacy Task Force, through a partnership with Hospice of Michigan (HOM), completed work on the 3rd edition booklet titled Financial Affairs: A Guide for Families. The financial impact on end-of-life planning for families can be devastating. While patient hospice care is covered by insurance programs, HOM previously did not have a program for providing families with financial counsel. The booklet includes checklists and directives for families to utilize in end-of-life planning for loved ones. Download Your Copy Today!
- Download the Financial Affairs Guide
- Download the Large Print Version of the Financial Affairs Guide
360 Degrees of Financial Literacy
Managing your finances is a lifelong journey. The American Institute of Certified Public Accountants with support from the MICPA presents 360 Degrees of Financial Literacy. This web site offers loads of information in the form of articles, FAQs and tools to help you make financial decisions at every stage of your life including:
- Military & Reserves
- Couples & Marriage
- Home Ownership
- Life Crisis
Tools for Small Businesses360 Degrees of Financial Literacy for Business Owners
Whether you’re starting a business, building the one you have, or stepping up to run a family business, you need information to help you make sound financial decisions. The AICPA, with support from the MICPA, presents 360 Degrees of Financial Literacy, including valuable articles, tools and FAQs specifically for small business owners.
Click on the links below to learn more about how CPAs generously donate their time and talents to several initiatives, which promote financial literacy among Michigan residents.
- Free CPA Speakers – the MICPA can provide a free CPA speaker on a financial or business topic for your community, nonprofit or school group.
- Hospice of Michigan “Financial Affairs at the End of Life” Resource Booklet
- Tax Preparation Assistance through Accounting Aid Society