This month’s newsletter features a quiz regarding social security survivor benefits. It also discusses whether you need the new REAL ID when you renew your license and explains rules for opening a 529 plan.
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Categories: newsletters
The CPA Financial Planner Newsletter | March 2019
March’s newsletter explains the child-care tax benefits available to working parents and features three tips to prepare financially for severe weather. It also discusses the two types of financial aid awards for college and how to compare them.
Read moreThe CPA Financial Planner Newsletter | February 2019
February’s newsletter discusses the benefits of HSAs in retirement and warns of 5 common tax scams to beware of. It also features tips for helping your teen establish strong financial decision-making habits.
Read moreThe CPA Financial Planner Newsletter | January 2019
This month’s newsletter features key retirement and tax numbers for 2019. It also discusses 5 famous people who failed to plan properly and explains the benefits of a college net price calculator.
Read moreThe CPA Financial Planner Newsletter | December 2018
December’s newsletter discusses retirement plan options available for business owners and features tips to protect your personal and financial information from credit fraud and identity theft. In addition, it offers ideas about when to review your estate plan and questions to ask yourself when reviewing it.
Read moreNewsletter | November 2018
November’s newsletter features 10 year-end tax tips for 2018 as well as financial lessons we can learn from football. In addition, it provides 4 tips to safely shop online this holiday season and explains why the employment situation report is important to investors
Read moreNewsletter | October 2018
October’s newsletter discusses the Medicare coverage gap and explains why it will effectively end in 2020. It also addresses how the federal funds rate affects the economy and provides five risks to beware of during retirement.
Read moreNewsletter | September 2018
September’s newsletter explains what you can do if your term life insurance policy is about to expire. In addition, it discusses four points to consider before moving in with your partner and features six questions to ask yourself before enrolling in a health savings account.
Read moreNewsletter | August 2018
August’s newsletter explains the tax benefits of homeownership under the new tax law as well as common financial mistakes made at different stages of life. It also addresses whether you can convert your traditional IRA to a Roth IRA in 2018.
Read moreNewsletter | July 2018
July’s newsletter compares the advantages and disadvantages of naming a trust as an IRA beneficiary. It also features financial tips for newlyweds and explains the difference between a tax deduction and a tax credit.
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