December 2015 Newsletter

December 8th, 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!

James Carroll, CPA L.L.C.
Planning Your Financial Future	December 2015
When a Saver Marries a Spender, Every Penny Counts Couples who have opposite philosophies regarding saving and spendingoften have trouble finding common ground. Thinking of yourselves astwo 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 planyet 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, especiallyafter a major life event. More Details What is a phased retirement? In its broadest sense, a phased retirement is a gradual change inyour 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 phasedretirement if their agency allows it. More Details
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

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