May 2016 Newsletter

April 28th, 2016

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 index may make a difference to your portfolio. More Details Four Lessons Grandparents and Grandchildren Can Learn Together If you’re a grandparent, maintaining a strong connection with your grandchildren is important, but that may become harder over the years as they leave for college, or become busier building their careers and their families. Focusing on what you can learn together and what you can teach each other about financial matters may help you see that you’re not that different after all. More Details Nearing Retirement? Time to Get Focused The transition to retirement can seem overwhelming if you’re not prepared. These points may help you focus your plan. More Details How long should I keep financial records? There’s a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only as long as necessary. It’s ultimately up to you to determine which records you should keep on hand and for how long, but here’s a suggested timetable for some common documents. More Details What are some tips for organizing financial records? Organizing your financial records is a cyclical process rather than a one-time event. You’ll need to set up a system that helps you organize incoming documents and maintain existing files so that you can easily find what you need. More Details

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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.

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