October 2016 Newsletter

October 5th, 2016

James Carroll, CPA L.L.C. Planning Your Financial Future October 2016

Fall is in the air. Check your filters before turning on your heat. And since I’m a CPA, time for year-end tax planning!

Earnings Call: A Closer Look at Financial Reports Earnings season is the often-turbulent period when most companies must disclose their successes and failures. More Details Ten Year-End Tax Tips for 2016 Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. More Details Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials All generations stress about finances. Here are the top financial concerns of baby boomers, Generation Xers, and millennials and some tips on how they can address them. More Details What are my health-care options if I retire early? If you’re not eligible for an early-retirement package from your employer, you may need to look into alternative sources of health insurance to carry you through to Medicare eligibility. More Details Should I accept my employer’s early-retirement offer? The right answer for you will depend on your situation, but first of all, don’t underestimate the psychological impact of early retirement. More Details

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This entry was posted on Wednesday, October 5th, 2016 at 3:16 pm. Both comments and pings are currently closed.