James Carroll, CPA L.L.C. Planning Your Financial Future February 2017 Time to gather your documents for your taxes. Better to prepare early than rush at the end. Quiz: How Much Do You Know About Social Security Retirement Benefits? Social Security… Read More
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January 2017 Newsletter
This weekend is New Year’s Eve. Please be careful on the roads. If you drink, don’t drive. Grab a cab, Uber, or Lyft. Let someone in the group agree to be the Designated Driver. Stay safe! Medicare and Medicaid: What’s… Read More
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November 2016 Newsletter
Temps are going down. If you haven’t done so yet, get your furnaces checked and change your filters. Also, almost time to change clocks and batteries in smoke detectors. Will vs. Trust: Is One Better Than the Other? Knowing the… Read More
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October 2016 Newsletter
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… Read More
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September 2016 Newsletter
Please be careful while driving. Some students went back to school last week, and many go back this week. Stop for school buses. Keep our children safe! Quiz: Test Your Interest Rate Knowledge It remains to be seen how rate… Read More
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August 2016 Newsletter
It’s almost time for the Back To School sales! I can’t believe it. Enjoy the rest of your Summer! Investors Are Human, Too Researchers in the field of behavioral finance have studied how cognitive biases in human thinking can affect… Read More
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July 2016 Newsletter
As we approach the July 4th weekend, remember to be safe. Also, beware of children around grills and fireworks! Mid-Year 2016: An Investment Reality Check Market volatility is alive and well in 2016. Whether the markets are up or down,… Read More
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June 2016 Newsletter
Well, the weather is warmer! The sun is out! If you are going on vacation this year, stay safe, and take precautions with credit card and other personal information. Identity theft is rampant. Projecting a Happy Retirement Having a realistic… Read More
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May 2016 Newsletter
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… Read More
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April 2016 Newsletter
Only three weeks left (April 18th) to get those taxes filed. Six Potential 401(k) Rollover Pitfalls While rollovers from 401(k) plans to IRAs are normally straightforward and trouble free, there are some pitfalls you’ll want to avoid. More Details When… Read More