This month learn about state income taxes, life insurance, making the most of your credit card, and the real return on your investments.
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Categories: newsletters
The CPA Financial Planner Newsletter | July 2024
This month read about international travel destinations, insurance gaps for high-net-worth households, asset allocation & diversification, and financial scams.
Read moreThe CPA Financial Planner Newsletter | June 2024
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.
Read moreThe 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 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.
Read moreThe CPA Financial Planner Newsletter | January 2024
This month learn about the economy staying strong, reviewing your estate plan, saving with a 529 plan, and healthy credit for retirement.
Read moreThe CPA Financial Planner Newsletter | November 2023
This month read about how rates have changed over the last 20 years, IRA RMDs, year-end 2023 tax tips, and enriching a teen with a Roth IRA.
Read moreThe CPA Financial Planner Newsletter | October 2023
This month we look at some hot topics: uneven jobs recovery, new Medicare rules, pairing high-deductible health plans with a heath savings account, and receiving an inheritance.
Read moreThe CPA Financial Planner Newsletter | September 2023
This month learn about Roth 401(k)s, sound retirement plans, REITs, and clean vehicle tax credits.
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