This month we look at some hot topics: women earning college degrees, savings for college, a pension strategy, and home improvements that may lower your tax bill.
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The CPA Financial Planner Newsletter | April 2024
This month learn about social security benefits, savers & spenders meeting in the middle, housing market trends, and the new SAVE repayment plan.
Read moreQuarterly Market Review | Q1 2024
The report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read moreThe CPA Financial Planner Newsletter | March 2024
This month read about net investment income tax (NIIT), life insurance beneficiary mistakes, bonds and succession plans for family businesses.
Read moreThe CPA Financial Planner Newsletter | February 2024
This month we look at some hot topics: ways energy costs fuel inflation, 2024 retirement and tax numbers, how savers and spenders can meet in the middle, and Federal Reserve’s key meeting dates.
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