This month, learn about the benefits of qualified charitable distributions from your IRA and discover the advantages of 529 accounts for college savings. Additionally, learn about Social Security earnings test rules and find out if an identity theft protection service makes sense for you.
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Categories: newsletters
The CPA Financial Planner Newsletter | November 2019
This month, discover ten year-end tax tips for 2019 and learn three regrets from today’s retirees. Additionally, find out how much money a family should borrow for college and identify five times in your life when you might need help with your finances.
Read moreThe CPA Financial Planner Newsletter | October 2019
This month, discover the tax benefits of a 401k and health savings account and learn how to balance contributions between the two. Additionally, unravel the history of the federal income tax and find out when you should file the FAFSA for student aid.
Read moreThe CPA Financial Planner Newsletter | September 2019
This month, learn 5 questions to ask yourself before investing in real estate and identify 4 ways to teach your children the importance of financial literacy. In addition, learn several reasons why a millennial may need life insurance and take-away key retirement lessons from today’s retirees.
Read moreThe CPA Financial Planner Newsletter | August 2019
August’s newsletter explains the role of 4 key estate planning documents. It also discusses the warnings signs of financial scams and provides 3 tips to avoid falling victim to the Social Security imposter scam.
Read moreThe CPA Financial Planner Newsletter | July 2019
July’s newsletter discusses when taxpayers may need to pay estimated tax and offers 5 tips to help overcome procrastination. It also provides an overview of the different types of mutual funds and explains how merger and acquisition activity affects investors.
Read moreThe CPA Financial Planner Newsletter | June 2019
June’s newsletter features 3 mid-year investment checkup questions to consider and explains the difference between your nominal and real investment return. In addition, it discusses charitable giving after tax reform and provides 6 financial tips for recent college graduates.
Read moreThe CPA Financial Planner Newsletter | May 2019
This month’s newsletter features 9 recent tax legislation changes every business owner should know. It also explains how the federal reserve affects the economy and addresses 5 things to know before becoming a landlord.
Read moreThe CPA Financial Planner Newsletter | April 2019
This month’s newsletter features a quiz regarding social security survivor benefits. It also discusses whether you need the new REAL ID when you renew your license and explains rules for opening a 529 plan.
Read moreThe CPA Financial Planner Newsletter | March 2019
March’s newsletter explains the child-care tax benefits available to working parents and features three tips to prepare financially for severe weather. It also discusses the two types of financial aid awards for college and how to compare them.
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