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.
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Recent Market Volatility
This article discusses market volatility and the importance of adhering to a long-term investment plan. It explains that volatility is common and illustrates the hazards of reacting to short-term uncertainty.
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.
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