Hard to believe it is almost time for school to start. Keep an eye out for sales and Sales Tax Holidays. Working in Retirement: What You Need to Know Recent studies have consistently shown that a majority of retirees plan… Read More
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June 2017 Newsletter
School is almost out. Take care when driving, especially in the evenings on your way home from work when children may be out playing. Four Numbers You Need to Know Now When it comes to your finances, you might easily… Read More
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April 2017 Newsletter
Spring is here, the days are getting longer, and the due date for your personal taxes is quickly approaching. The due date this year is April 18th. Four Ways to Double the Power of Your Tax Refund What you do… Read More
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March 2017 Newsletter
Tax season is in full stride. Personal tax returns are due April 18, 2017. But don’t procrastinate! Due Date Approaches for 2016 Federal Income Tax Returns Federal income tax filing season is here again. The filing deadline for most individuals… Read More
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February 2017 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future February 2017 Time to gather your documents for your taxes. Better to prepare early than rush at the end. Quiz: How Much Do You Know About Social Security Retirement Benefits? Social Security… Read More
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January 2017 Newsletter
This weekend is New Year’s Eve. Please be careful on the roads. If you drink, don’t drive. Grab a cab, Uber, or Lyft. Let someone in the group agree to be the Designated Driver. Stay safe! Medicare and Medicaid: What’s… Read More
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November 2016 Newsletter
Temps are going down. If you haven’t done so yet, get your furnaces checked and change your filters. Also, almost time to change clocks and batteries in smoke detectors. Will vs. Trust: Is One Better Than the Other? Knowing the… Read More
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October 2016 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future October 2016 Fall is in the air. Check your filters before turning on your heat. And since I’m a CPA, time for year-end tax planning! Earnings Call: A Closer Look at Financial… Read More
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September 2016 Newsletter
Please be careful while driving. Some students went back to school last week, and many go back this week. Stop for school buses. Keep our children safe! Quiz: Test Your Interest Rate Knowledge It remains to be seen how rate… Read More
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August 2016 Newsletter
It’s almost time for the Back To School sales! I can’t believe it. Enjoy the rest of your Summer! Investors Are Human, Too Researchers in the field of behavioral finance have studied how cognitive biases in human thinking can affect… Read More