Tuesday, Feb 09th

Last update09:00:00 AM GMT

You are here: Home

James Carroll CPA LLC

January 2016

E-mail Print PDF
James Carroll, CPA L.L.C.
Planning Your Financial Future

January 2016


As we head into the New Year, may you reflect on 2015. Look at what worked, analyze

what didn't, and make 2016 a phenomenal year. Happy New Year to all!

Assessing Portfolio Performance: Choose Your Benchmarks Wisely
There may or may not be a single benchmark that matches your actual

holdings and the composition of your individual portfolio. It could take

a combination of several benchmarks to provide a meaningful

performance picture.

More Details

Estate Planning Strategies in a Low-Interest-Rate Environment
Low interest rates favor certain estate planning strategies over

others, and the interest rates used by the IRS are at or near

historic lows.

More Details

Are There Gaps in Your Insurance Coverage?
Often times, we think we're covered for losses by insurance when,

in fact, we're not. So here are some common coverage gaps to

think about when reviewing your own insurance coverage.

More Details

I'm thinking about storing financial documents in the cloud.

What should I know?
Cloud storage has become increasingly popular in recent

years. But is this option right for you?

More Details

What's the best way to back up my digital information?
If you have digital assets you don't want to risk losing,

you'll want to back them up regularly. A good rule to

follow is the 3-2-1 rule.

More Details

Refer a friend

Any federal tax advice in this communication (including any attachments,

enclosures, or other accompanying materials) was not intended or written

to be used, and it cannot be used, by any taxpayer for the purposes of avoiding

penalties; furthermore, this communication was not intended or written to

support the promotion or marketing of any of the transactions or

matters it addresses.

 

Prepared by Broadridge Investor Communication Solutions, Inc.

Copyright 2015.

December 2015

E-mail Print PDF
James Carroll, CPA L.L.C.
Planning Your Financial Future December 2015


Thanksgiving is over, but the leftovers are still there (the best part of Thanksgiving!!).

Year-end is approaching. Time to start getting those financial records in shape

before the tax season rush!

When a Saver Marries a Spender, Every Penny Counts
Couples who have opposite philosophies regarding saving and spending

often have trouble finding common ground. Thinking of yourselves as

two sides of the same coin may help you appreciate your financial differences.

More Details

Give Your Retirement Plan an Annual Checkup
If you haven't revisited your employer-sponsored retirement savings plan

yet in 2015, the end of the year may be an ideal time to do so.

More Details

Periodic Review of Your Estate Plan
An estate plan should be reviewed periodically, especially

after a major life event.

More Details

What is a phased retirement?
In its broadest sense, a phased retirement is a gradual change in

your work patterns as you head into retirement.

More Details

Are federal employees eligible for phased retirement?
Federal employees may have the option to enter into a phased

retirement if their agency allows it.

More Details


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

November 2015

E-mail Print PDF
James Carroll, CPA L.L.C.
Planning Your Financial Future November 2015


November is almost here, which means Thanksgiving is around the corner.

Spend time with your family and friends. May your Thanksgiving be truly blessed!!

Don't Forget About Year-End Investment Planning
Careful evaluation of your investment portfolio at the end

of the year may help you meet your long-term goals

more efficiently.

More Details

Think Twice Before Counting on a COLA
The rising costs of food, gas, electricity, and health care can

strain anyone's budget. The situation is even worse if your living

expenses increase while your income stays the same, because

your purchasing power will steadily decline over time. That's

why cost-of-living adjustments, or COLAs, are especially valuable

to retirees and others living on fixed incomes.

More Details

Dealing with Medical Billing Issues
Due to the complex nature of today's medical billing industry,

it's difficult for many consumers to know exactly what they will

end up having to pay for medical services or treatments.

More Details

How do I change or revoke a will?
A will remains valid until properly revoked or superseded.

Changing or revoking a will must be done very carefully.

More Details

What do I need to do to create a will?
A will must generally be signed, dated, and witnessed in

accordance with the laws of the appropriate state.

More Details

Refer a friend

Any federal tax advice in this communication (including any attachments, enclosures,

or other accompanying materials) was not intended or written to be used, and it cannot

be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this

communication was not intended or written to support the promotion or marketing of

any of the transactions or matters it addresses.

 

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

October 2015

E-mail Print PDF
James Carroll, CPA L.L.C.
Planning Your Financial Future October 2015


Heading into October, and the colder weather is on the way. Check your

heating system and change your filters before you turn on the heat.

Six Common 401(k) Plan Misconceptions
Some things you think you know about your 401(k)

plan may not be true.

More Details

2015 Year-End Tax Planning Basics
Effective year-end planning depends on a good understanding

of both your current circumstances and how those circumstances

might change next year. But the window of opportunity for many

potential tax-savings moves closes on December 31.

More Details

Frequently Asked Questions on Opening a 529 Plan Account
529 plans are savings vehicles tailor-made for college. Anyone

can open an account, lifetime contribution limits are typically

$300,000 and up, and 529 plans offer federal and sometimes

state tax benefits if certain conditions are met. Here are some

common questions on opening an account.

More Details

My employer now offers wellness benefits as part of its

employee benefits package. But what are they?
Today, many employers are offering wellness benefits as

part of an overall employee benefits package.

More Details

How do I compare my health insurance options

during open enrollment?
The decisions you make during open enrollment season regarding

health insurance are especially important, since you generally must

stick with the options you choose until the next open enrollment season.

More Details

Refer a friend

Any federal tax advice in this communication (including any attachments, enclosures,

or other accompanying materials) was not intended or written to be used, and it cannot

be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this

communication was not intended or written to support the promotion or marketing of

any of the transactions or matters it addresses.

 

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

September 2015

E-mail Print PDF
James Carroll, CPA L.L.C.
Planning Your Financial Future September 2015


September is around the corner. Be careful on the roads as the kids are

heading back to school. Stop for school buses.

Correlation and Portfolio Performance
The concept of correlation often plays a role in constructing a

well-diversified portfolio that strikes a balance between risk and

return. In the financial world, correlation is a statistical measure of

how two securities perform relative to each other.

More Details

Six Life Insurance Beneficiary Mistakes to Avoid
Naming your life insurance policy's beneficiaries should be a

relatively simple task. However, there are a number of situations

that can easily lead to unintended and adverse consequences.

More Details

Taxes, Retirement, and Timing Social Security
While tax deferral is often a good strategy, sometimes it may

make more sense to take taxable distributions from retirement

plans in the early years of retirement while deferring the start of

Social Security retirement benefits.

More Details

I've recently changed my legal name.

Do I need to change my name on my Social Security card?
Whenever an individual legally changes his or her name, it is important

to contact the Social Security Administration (SSA) as soon as possible.

More Details

How can I protect my Social Security number from identity theft?
Your Social Security number is one of your most important

personal identifiers. As a result, you'll need to take steps

to guard it carefully.

More Details

Refer a friend

Any federal tax advice in this communication (including any attachments, enclosures,

or other accompanying materials) was not intended or written to be used, and it cannot be used,

by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was

not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

 

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

Page 1 of 5

  • «
  •  Start 
  •  Prev 
  •  1 
  •  2 
  •  3 
  •  4 
  •  5 
  •  Next 
  •  End 
  • »
18 rough, anal porn video, big 18 teen porn, Big tits blonde, bj porn, blonde sluts, college orgy porn, college slut, european porn, hd porn movies, orgy videos, rough sex, ankara escort