This month, learn about vacation home purchase considerations, key retirement and tax numbers for 2022, and methods to avoid probate.
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Categories: newsletters
The CPA Financial Planner Newsletter | January 2022
This month, read about one of the largest Social Security adjustments, ways to navigate market volatility, and how direct listings are different from IPOs.
Read moreThe CPA Financial Planner Newsletter | December 2021
End the year learning about inflationary trends, family charitable giving, and help for surprise medical bills.
Read moreThe CPA Financial Planner Newsletter | October 2021
This month, read about inflationary concerns, new grandparent 529 rules, and how to avoid financial scams.
Read moreThe CPA Financial Planner Newsletter | August 2021
This month, compare state income taxes across the country, take advantage of a tax strategy involving company stock in your 401(k), and learn when to review your life insurance needs.
Read moreThe CPA Financial Planner Newsletter | July 2021
Learn how to avoid beneficiary designation mistakes, add valuable portfolio diversification by investing internationally, and understand how your retirement accounts are protected from creditors.
Read moreThe CPA Financial Planner Newsletter | June 2021
As the school year comes to a close, learn about new changes to college financial aid, considerations when making gifts to children, and strategies involving socially responsible investing (SRI).
Read moreThe CPA Financial Planner Newsletter | April 2021
This month, test your knowledge of college financial aid, learn about money market funds, and understand the rules behind Coronavirus distributions from retirement plans.
Read moreThe CPA Financial Planner Newsletter | February 2021
This month, review key retirement and tax figures for 2021, learn about the benefits of value stocks during economic recoveries, and consider protecting yourself with umbrella insurance.
Read moreThe CPA Financial Planner Newsletter | January 2021
Start off the new year by learning how to avoid financial pitfalls, considering sequence risk in retirement planning, and some tips on avoiding burnout.
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