This month, discover 5 tips for targeting your retirement savings goal and 4 tips for improving your credit score. Additionally, learn about the new opportunities available because of the SECURE Act and identify common coverage gaps to consider when reviewing your own insurance coverage.
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Categories: newsletters
The CPA Financial Planner Newsletter | January 2020
This month, learn about the growing interest in socially responsible investing and understand the new health reimbursement accounts that will be available to employers in 2020. Additionally, discover key retirement and tax numbers for 2020 and find out 3 ways to protect yourself against identity theft.
Read moreThe CPA Financial Planner Newsletter | December 2019
This month, learn about the benefits of qualified charitable distributions from your IRA and discover the advantages of 529 accounts for college savings. Additionally, learn about Social Security earnings test rules and find out if an identity theft protection service makes sense for you.
Read moreThe CPA Financial Planner Newsletter | November 2019
This month, discover ten year-end tax tips for 2019 and learn three regrets from today’s retirees. Additionally, find out how much money a family should borrow for college and identify five times in your life when you might need help with your finances.
Read moreThe CPA Financial Planner Newsletter | October 2019
This month, discover the tax benefits of a 401k and health savings account and learn how to balance contributions between the two. Additionally, unravel the history of the federal income tax and find out when you should file the FAFSA for student aid.
Read moreThe CPA Financial Planner Newsletter | September 2019
This month, learn 5 questions to ask yourself before investing in real estate and identify 4 ways to teach your children the importance of financial literacy. In addition, learn several reasons why a millennial may need life insurance and take-away key retirement lessons from today’s retirees.
Read moreThe CPA Financial Planner Newsletter | August 2019
August’s newsletter explains the role of 4 key estate planning documents. It also discusses the warnings signs of financial scams and provides 3 tips to avoid falling victim to the Social Security imposter scam.
Read moreThe CPA Financial Planner Newsletter | July 2019
July’s newsletter discusses when taxpayers may need to pay estimated tax and offers 5 tips to help overcome procrastination. It also provides an overview of the different types of mutual funds and explains how merger and acquisition activity affects investors.
Read moreThe CPA Financial Planner Newsletter | June 2019
June’s newsletter features 3 mid-year investment checkup questions to consider and explains the difference between your nominal and real investment return. In addition, it discusses charitable giving after tax reform and provides 6 financial tips for recent college graduates.
Read moreThe CPA Financial Planner Newsletter | May 2019
This month’s newsletter features 9 recent tax legislation changes every business owner should know. It also explains how the federal reserve affects the economy and addresses 5 things to know before becoming a landlord.
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