This month, see how others are spreading generosity, learn the differences between long-term care and hybrid life insurance, and peruse some lessons from the lockdown.
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Categories: newsletters
The CPA Financial Planner Newsletter | November 2020
This month, discover seven year-end tax tips for 2020 and consider these three factors before moving for retirement. Additionally, find out what coverage changes can be made during Medicare open enrollment.
Read moreThe CPA Financial Planner Newsletter | October 2020
This month, consider these three questions during open enrollment and learn about advance medical directives. Additionally, discover how many individuals work in retirement and find out about three sources of tax-free income.
Read moreThe CPA Financial Planner Newsletter | September 2020
This month, discover how return of premium term insurance compares to straight term insurance and find out how the Federal Reserve has increased its balance sheet to provide liquidity during the COVID-19 pandemic. Additionally, learn the differences between investing for short-term goals and long-term goals.
Read moreThe CPA Financial Planner Newsletter | August 2020
This month, find out how COVID-19 has impacted the college landscape and learn if you could be responsible for your parents’ nursing home bills. Additionally, discover three things to consider before your next trip.
Read moreThe CPA Financial Planner Newsletter | July 2020
This month, discover how the CARES act makes it easier for individuals to access money from their retirement accounts. Additionally, learn about the importance of choosing an appropriate benchmark for your portfolio and find out if you qualify to receive pay from Medicaid as a family caregiver.
Read moreThe CPA Financial Planner Newsletter | June 2020
This month, learn about the “five-year rule” for Roth IRAs and Roth 401ks. Additionally, discover 4 tips to teaching children about money and find out how to fine-tune your finances during the mid-year.
Read moreThe CPA Financial Planner Newsletter | May 2020
This month, discover 5 key benefits that the CARES Act provides for individuals and businesses. Additionally, learn 7 important differences between a will and a trust and understand the benefits of disability income insurance.
Read moreThe CPA Financial Planner Newsletter | April 2020
This month, discover the importance of staying disciplined with a long-term investment strategy. Additionally, learn about the benefits of a spousal IRA and find out where to look for your unclaimed property.
Read moreThe CPA Financial Planner Newsletter | March 2020
This month, discover three questions to ask yourself while spring cleaning your personal finances and four tips for reducing unwanted robocalls. Additionally, find out if it is time to review your IRA estate planning strategies and learn what information you will need when shopping for an auto insurance policy.
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