July 2011 CPA eNewsletter

E-CPA – July 2011

BROUGHT TO YOU BY WARHAFTIG & ASSOCIATES, CPA

INSIDE THIS ISSUE:

1. WARHAFTIG & ASSOCIATES, CPA Update

2. Important Dates – Mark Your Calendar

3. Smart Financial Steps for Unmarried Couples

4. Podcast: Travel Insurance

5. Understanding Mutual Fund Expenses

6. Child Off to College? A Checklist for Packing Money Management Skills

7. Prepare for Hurricanes, Disasters by Safeguarding Tax Records

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1. WARHAFTIG & ASSOCIATES, CPA UPDATE

Please remember, if you are in need of any financial and/or tax advice during the course
of the year, feel free to call to make an appointment.

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2. IMPORTANT DATES – MARK YOUR CALENDAR

If you need to make estimated payments, remember that they are due on June 15th,
September 15th and January 15th.

Moving from one job to another, do you want to move your 401k but need some
advice on how to move it, or even where to move it to, call for a consultation.

Please call if you have any questions or concerns.

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3. Smart Financial Steps for Unmarried Couples

U.S. Census Bureau figures show a recent increase in unmarried couples living together,

possibly due in part to job loss or other consequences of an uncertain economy. No

matter what brings them together, cohabiting couples have unique financial considerations.

http://www.moneymattersnj.com/story.cfm?sid=15471

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4. Podcast: Travel Insurance

If you’re planning a get-away this summer, you’ll want to hear the advice New Jersey

Society of CPAs member Douglas Schwartz, CPA, has to offer on travel insurance.

http://www.moneymattersnj.com/story.cfm?sid=15478

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5. Understanding Mutual Fund Expenses

Despite a surge of withdrawals during the height of past market uncertainties, mutual funds

still remain a popular investment option. If you are selecting a fund, it’s important to

understand the costs of investing, which may not always be immediately apparent.

http://www.moneymattersnj.com/story.cfm?sid=15469

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6. Child Off to College? A Checklist for Packing Money Management Skills

Among the books, computer, pens, towels and sheets your college-bound child takes to

school, remember to tuck in money-management essentials, too.

http://www.moneymattersnj.com/story.cfm?sid=15470

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7. Prepare for Hurricanes, Disasters by Safeguarding Tax Records

The 2011 hurricane season started June 1, and the Internal Revenue Service encourages

individuals and businesses to safeguard themselves against natural disasters by taking a
few simple steps.

http://www.moneymattersnj.com/story.cfm?sid=15462

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E-CPA is a monthly email publication provided by

WARHAFTIG & ASSOCIATES, CPA

64 Hickory Court

Jamesburg, NJ 08831

(732) 521-3694