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.
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The 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 Coronavirus and Market Declines
This article describes the recent market volatility due to the coronavirus and explains the importance of maintaining a disciplined investment approach.
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 moreNew Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law on December 20th and brought sweeping changes to the retirement landscape. This article explains the key changes and discusses the benefits to individuals and employers.
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