Michele Cagan, CPA
  • Home
  • About
  • Services
    • Financial Coaching
    • Business Support
  • Books
  • Blog
  • Products
  • Contact
Select Page

7 Things to do Before 2017: Your Year-End Financial Checklist

by Michele Cagan | Dec 26, 2016 | Do Your Own Taxes, Retirement Planning, Saving and Investing, Single Mom CPA

With everything spinning around in your head, it’s easy to overlook these crucial year-end financial tasks. Skipping them can cost you and your family money – sometimes a lot of money. So sit down, take a look, and cross these off your financial to-do list today,...
Don’t Panic Sell! Solid Companies Can Survive Temporary Twitter Hits

Don’t Panic Sell! Solid Companies Can Survive Temporary Twitter Hits

by Michele Cagan | Dec 14, 2016 | Personal Finance, Saving and Investing

Hedge funds and investing firms may make millions on seismic shifts in stock prices that a single tweet from President-elect Trump can cause. But regular people like us – we tend to lose out when we buy or sell stocks based on fear, hope, or media hype. The big...
Are Bonds Always Safe Investments?

Are Bonds Always Safe Investments?

by Michele Cagan | Nov 27, 2016 | Personal Finance, Retirement Planning, Saving and Investing

Like all investments, investing in bonds carries a degree of risk. In fact, there some risks that relate specifically to bonds: Credit risk Interest rate risk Income risk Call risk Credit risk refers to the chance that the bond issuer will default, and you’ll lose...
Diversify to Reduce Risk … Not Rewards

Diversify to Reduce Risk … Not Rewards

by Michele Cagan | Nov 27, 2016 | Personal Finance, Retirement Planning, Saving and Investing

Talk to most any financial planner, and within the first five minutes he’ll mention diversification, then keep going. Most people expect he means something like “don’t put all of your money into one stock,” which is good advice … but incomplete. Diversification does...
Next Entries »

Categories

  • Building a Nest
  • Charitable Giving
  • Do Your Own Taxes
  • Get Help When You Need It
  • Getting Divorced?
  • Insurance
  • Kids and Money
  • Making Ends Meet
  • Managing Debt
  • News
  • Owning Your Own Business
  • Personal Finance
  • Protect Your Financial Future
  • Retirement Planning
  • Saving and Investing
  • Single Mom CPA
  • Small Business
  • Uncategorized
  • You Need to Know This

Get my free report!

Discover 5 Small Money Moves that Deliver Big Results

First Name
This field is for validation purposes and should be left unchanged.

Latest Blog Posts

  • How Charitable Donations Lower Your Tax Bill
  • How Much Do I Need to Start Investing for Retirement?
  • 10 Accounting Mistakes That Can Hurt Your Business
  • 5 Reasons You Need Mid-Year Tax Planning – Before It’s Too Late
  • How to Take an Early Withdrawal from Your Retirement Account

Let’s Connect!

  • Follow
  • Follow
  • Follow

Quick Links

  • Financial Recovery Workbook Downloads
  • Blog
  • Products
  • Contact
Copyright © 2016-2025 Michele Cagan, CPA | All Rights Reserved | Website by GuppyFish Web Design