November 2015 Newsletter

November 8th, 2015

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.

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.

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.

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A will remains valid until properly revoked or superseded.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.

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.

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.

Categories: News

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