September 2015 Newsletter

September 8th, 2015

James Carroll, CPA L.L.C.
Planning Your Financial Future	September 2015

September is around the corner. Be careful on the roads as the kids are

heading back to school. Stop for school buses.

Correlation and Portfolio Performance
The concept of correlation often plays a role in constructing a

well-diversified portfolio that strikes a balance between risk and

return. In the financial world, correlation is a statistical measure of

how two securities perform relative to each other.

Six Life Insurance Beneficiary Mistakes to Avoid
Naming your life insurance policy’s beneficiaries should be a

relatively simple task. However, there are a number of situations

that can easily lead to unintended and adverse consequences.

Taxes, Retirement, and Timing Social Security
While tax deferral is often a good strategy, sometimes it may

make more sense to take taxable distributions from retirement

plans in the early years of retirement while deferring the start of

Social Security retirement benefits.

Do I need to change my name on my Social Security card?
Whenever an individual legally changes his or her name, it is important

to contact the Social Security Administration (SSA) as soon as possible.

personal identifiers. As a result, you’ll need to take steps

to guard it carefully.

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.

Categories: News

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