LATEST POSTS
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FINANCIAL-PLANNING BUSINESS-PLANNING BUDGET
Top 11 Things You Need To-Do Before Year End
As 2016 starts to winds down you need to do a few important things if you are a freelancer, small business owner, or earn 1099 income. CPA Tax review: The first thing I recommend is schedule an appointment with your Tax Advisor, (Certified Public Accountant (CPA), or Enrolled Agent (EA), and meet by early December…
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FINANCIAL-PLANNING
What You Need to Know About Wills and Gifting Assets
As part of the estate financial planning process and regardless of status, age or net worth, here is what you need to know about a Will and Gifting Assets.
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FINANCIAL-PLANNING RETIREMENT
Why You Should Be Careful Making Early Withdrawals from Your Retirement Fund
One of the questions my clients most frequently ask is “is there any way I can make early withdrawals from my retirement fund without being taxed?” The short answer is no. There may be exceptions for after-tax contributions and your company may permit loans against the funds, but put simply, if money goes into a…
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FINANCIAL-PLANNING
The Financial Adviser Valentine’s Day Savings Tips
According to a recent study, the average person celebrating Valentine’s Day in the U.S. spend $180 on this special day, however, there is one group that spends over double this amount. Millennial men 18-34 (age) spend an average of $371 on this romantic holiday, according to Nerd Wallet.