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Money Management is a weekly column on personal finance distributed by NJSCPA.
Money Management - August 2008
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How Long Should You Retain Financial Records?
Every year, taxpayers wade through piles of financial documents to find the information they need to file their
taxes. But what happens to all that paperwork once you’ve mailed your return?
August 4th
When Should You Begin Taking Social Security Payments?
According to the New Jersey Society of Certified Public Accountants (NJSCPA), choosing when to retire and start
drawing Social Security benefits is an important decision — one that is unique to each individual.
August 18th
How to Protect Your Financial Privacy
The Internet has changed everything with respect to personal privacy. "Ten years ago, most Americans wouldn’t
think of giving out their Social Security number or credit card number to anyone they didn't know," says Paul
C. Brush, CPA, of Toms River.
August 25th
| We currently have individuals licensed to offer securities in the states of New Jersey, California,
Connecticut, Washington D.C., Delaware, Florida, Maryland, Nevada, Pennsylvania, Texas and Wisconsin and to offer
investment advisory services in New Jersey, Connecticut, Delaware, Florida, Maryland North Carolina, New York,
Pennsylvania, Texas and Wisconsin. This is not an offer to sell or provide investment advisory services in any
other state or jurisdiction. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors,
Inc.
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