This month, consider these three questions during open enrollment and learn about advance medical directives. Additionally, discover how many individuals work in retirement and find out about three sources of tax-free income.
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Categories: newsletters
The CPA Financial Planner Newsletter | September 2020
This month, discover how return of premium term insurance compares to straight term insurance and find out how the Federal Reserve has increased its balance sheet to provide liquidity during the COVID-19 pandemic. Additionally, learn the differences between investing for short-term goals and long-term goals.
Read moreThe CPA Financial Planner Newsletter | August 2020
This month, find out how COVID-19 has impacted the college landscape and learn if you could be responsible for your parents’ nursing home bills. Additionally, discover three things to consider before your next trip.
Read moreThe CPA Financial Planner Newsletter | July 2020
This month, discover how the CARES act makes it easier for individuals to access money from their retirement accounts. Additionally, learn about the importance of choosing an appropriate benchmark for your portfolio and find out if you qualify to receive pay from Medicaid as a family caregiver.
Read moreThe CPA Financial Planner Newsletter | June 2020
This month, learn about the “five-year rule” for Roth IRAs and Roth 401ks. Additionally, discover 4 tips to teaching children about money and find out how to fine-tune your finances during the mid-year.
Read moreThe CPA Financial Planner Newsletter | May 2020
This month, discover 5 key benefits that the CARES Act provides for individuals and businesses. Additionally, learn 7 important differences between a will and a trust and understand the benefits of disability income insurance.
Read moreThe CPA Financial Planner Newsletter | April 2020
This month, discover the importance of staying disciplined with a long-term investment strategy. Additionally, learn about the benefits of a spousal IRA and find out where to look for your unclaimed property.
Read moreThe CPA Financial Planner Newsletter | March 2020
This month, discover three questions to ask yourself while spring cleaning your personal finances and four tips for reducing unwanted robocalls. Additionally, find out if it is time to review your IRA estate planning strategies and learn what information you will need when shopping for an auto insurance policy.
Read moreThe CPA Financial Planner Newsletter | February 2020
This month, discover 5 tips for targeting your retirement savings goal and 4 tips for improving your credit score. Additionally, learn about the new opportunities available because of the SECURE Act and identify common coverage gaps to consider when reviewing your own insurance coverage.
Read moreThe CPA Financial Planner Newsletter | January 2020
This month, learn about the growing interest in socially responsible investing and understand the new health reimbursement accounts that will be available to employers in 2020. Additionally, discover key retirement and tax numbers for 2020 and find out 3 ways to protect yourself against identity theft.
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