February 2015 Newsletter

February 8th, 2015

James Carroll, CPA L.L.C.
Planning Your Financial Future February 2015
Time to start gathering all of your tax information; W-2s, 1099s, 1098s, etc. Remember, IRS
does not allow you to file a tax return using your last paystub. You need to wait for your
W-2.
Key Numbers for 2015
Here are a few key cost-of-living adjustments announced by the IRS
for 2015, along with corresponding 2014 figures.
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10 Financial Terms Everyone Should Know
Understanding financial matters can be difficult if you don’t understand
the jargon. Becoming familiar with these 10 financial terms may help
make things clearer.
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Should Life Insurance Be Part of Your Retirement Plan?
Here are some situations where life insurance may make some
sense for retirees, or those close to retirement.
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Should I be worried about a Federal Reserve interest rate hike?
Any Fed rate hike is likely to have an impact on the value of any bond
investments you may have. If you’re worried about that, here are some
factors you may want to consider.
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How can I try to manage the impact of an interest rate hike?
With higher interest rates a distinct possibility in 2015, you may want
to consider which types of bonds might be most vulnerable to a rate
hike.
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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 Investor Communication Solutions, Inc. Copyright 2015.

Categories: News
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