January 2016 Newsletter

January 8th, 2016

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

As we head into the New Year, may you reflect on 2015. Look at what worked, analyze

what didn’t, and make 2016 a phenomenal year. Happy New Year to all!

	Assessing Portfolio Performance: Choose Your Benchmarks Wisely There may or may not be a single benchmark that matches your actualholdings and the composition of your individual portfolio. It could take a combination of several benchmarks to provide a meaningful performance picture.
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	Estate Planning Strategies in a Low-Interest-Rate Environment Low interest rates favor certain estate planning strategies overothers, and the interest rates used by the IRS are at or near historic lows.
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	Are There Gaps in Your Insurance Coverage? Often times, we think we’re covered for losses by insurance when,in fact, we’re not. So here are some common coverage gaps to think about when reviewing your own insurance coverage.
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What should I know?
Cloud storage has become increasingly popular in recent

years. But is this option right for you?

	What’s the best way to back up my digital information? If you have digital assets you don’t want to risk losing,you’ll want to back them up regularly. A good rule to follow is the 3-2-1 rule.
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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.

Categories: News

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