January Newsletter 2020

January 1st, 2020
James Carroll, CPA L.L.C.

James Carroll, CPA
Member
109 Church Road
Owings Mills, MD 21117
410-356-3479
carrollj@jamescarroll-cpa.com
www.carrollj@jamescarroll-cpa.com
James Carroll, CPA L.L.C.
Planning Your Financial Future January 2020
As we head into the New Year, may 2020 be the best year ever!
Socially Responsible Investing: Aligning Your Money with Your Values
Find out how you can align your money with your values through socially responsible investing.
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Hindsight Is 2020: What Will You Do Differently This Year?
According to a recent survey, 76% of Americans reported having at least one financial regret.
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Key Retirement and Tax Numbers for 2020
Here are a few key cost-of-living adjustments announced by the IRS for 2020.
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Could you survive a no-spend month?
During a no-spend month, many common activities are avoided at all costs.
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How Consumers Spend Their Money
.Each year, the Bureau of Labor Statistics reports on consumer spending patterns. This graphic illustrates some of the findings from the 2019 report.
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Refer a friend
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.
Prepared by Broadridge Advisor Solutions Copyright 2019.

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