This month learn about shrinkflation, key retirement and tax numbers for 2023, tax-loss harvesting, and catch up on retirement savings.
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The CPA Financial Planner Newsletter | January 2023
This month read about the top inflation drivers of 2022, tax benefits of donor advised funds, stretch IRA alternatives, and ways to help simplify your finances.
Quarterly Market Review | Q4 2022
This 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.
The CPA Financial Planner Newsletter | December 2022
Inflation has been quite a hot topic in the news, and many of you may be holding excess cash. As rates have increased throughout the year, you can now take advantage of more appealing places to park your cash. Money market funds are currently yielding over 3.8%, and short-term CDs are paying up to 4.95%. Feel free to connect with us to discuss appropriate cash solutions that best fit your financial strategy.
Happy Holidays!
Quarterly Market Review | Q3 2022
This 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.
The CPA Financial Planner Newsletter | October 2022
This month learn about the US deficit being lower for now, retirement savings in a volatile market, famous people who died without proper planning, and how to build financial resilience.
The CPA Financial Planner Newsletter | August 2022
This month, read about GDP growth, dividends, balancing college & retirement preparations, and adjusting your tax withholdings.
The CPA Financial Planner Newsletter | July 2022
This month we look at some hot topics: rising interest rates, inflation protected securities, and working while receiving Social Security.
Quarterly Market Review | Q2 2022
This 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.
The CPA Financial Planner Newsletter | April 2022
This month, learn about vacation home purchase considerations, key retirement and tax numbers for 2022, and methods to avoid probate.