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Consumer Resources
Tools and Resources
You've got financial questions - we've got answers!
Take a look at our resources below and, when you're ready, sit down with one of our 6,000 CTCPA members to get financial advice tailored to your personal, family, and business finance situation.
Money Management Advice
April 1, 2018 5 Quick Ways to Get into Debt- Does it seem like your debt just keeps growing? If so, you’re not alone. Americans’ total credit card debt rose 8% in 2017, to a whopping $905 billion, based on a NerdWallet survey. The Connecticut Society of CPAs offers these...
April 1, 2018 Picking the Best Mortgage for You- Whether you’re hoping to buy your first home, move to a bigger house for a growing family or downsize when your kids move out, your mortgage will be a critical factor in achieving your goal. The Connecticut Society of CPAs recommends you...
April 1, 2018 Tax Reform: Five Things to Know- How does the new tax law affect you? When Congress passed the Tax Cuts and Jobs Act in December, it included significant changes to existing tax law. Now that you’re finishing up your 2017 tax return, it’s a good time to consider what...
March 9, 2018 Living Together over 50- Living Together over 5 An increasing number of people over 50 are deciding to cohabit with a partner rather than get married. There are about 18 million people of all ages in these relationships, the Pew Research Center notes, up about 30% in...
March 9, 2018 Planning Ahead with IRAs- Planning Ahead with IRAs The new tax law that passed at the end of 2017 contains significant changes for many taxpayers, but most rules for retirement accounts were generally unaffected by the legislation . As a result, these accounts remain an...
February 1, 2018 Managing Money and Relationships- Managing Money and Relationships Has money ever caused arguments in your relationship? If so, you’re not alone. A staggering 88% of people between 25 and 40 who are married or living with a spouse or partner cited financial decisions as a...
February 1, 2018 Health Insurance: The Basics- Health Insurance: The Basics Health insurance is a critical element in any family’s financial security since it will help you cover costs for long-term needs or unexpected emergencies. It can also be extremely complicated, with consumers...
January 1, 2018 Five Financial Steps to Start the New Year Right- 5 Financial Steps to Start the New Year Right Are you completely satisfied with your financial situation? All of us think about how we could improve the way we save, spend or manage debt. The early months of the year are a great time to get a...
January 1, 2018 How to Better Manage Health Care Costs - How to Better Manage Health Care Costs
According to the most recent data available from the Centers for Medicare and Medicaid Services, the average American spends nearly $10,000 per year on healthcare, and that number is expected to continue...
December 1, 2017 Do's and Don'ts When Naming an IRA Beneficiary- Do’s and Don’ts When Naming an IRA Beneficiary Individual retirement accounts—IRAs—hold more than one-fourth of all the retirement plan assets in the United States, according to the Employee Benefit Research Institute ....
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