Well, the weather is warmer! The sun is out! If you are going on vacation this year, stay safe, and take precautions with credit card and other personal information. Identity theft is rampant. Projecting a Happy Retirement Having a realistic… Read More
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May 2016 Newsletter
James Carroll, CPA L.L.C. Planning Your Financial Future May 2016 Have a nonprofit? Does your fiscal year end in December? Form 990 series are due May 15th. Understanding Stock Market Indexes Understanding the nuts and bolts of a stock market… Read More
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April 2016 Newsletter
Only three weeks left (April 18th) to get those taxes filed. Six Potential 401(k) Rollover Pitfalls While rollovers from 401(k) plans to IRAs are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid. More Details When… Read More
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March 2016 Newsletter
Planning Your Financial Future March 2016 We are right in the middle of tax season. Just a reminder the IRS will never contact you via email. Beware of phishing scams! Rates on the Rise: Strategies for Fixed-Income Investors A long… Read More
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February 2016 Newsletter
Planning Your Financial Future February 2016 It’s time to start gathering your documents for your tax preparer. As the documents come in the mail, put your tax documents into a folder labeled for your CPA. Do it right away so… Read More
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January 2016 Newsletter
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!… Read More
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December 2015 Newsletter
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! James Carroll, CPA L.L.C. Planning Your Financial Future December… Read More
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November 2015 Newsletter
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… Read More
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October 2015 Newsletter
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… Read More
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September 2015 Newsletter
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… Read More