5 Tax Considerations to Keep in Mind
A new year brings new considerations for tax season.
What has changed since last year? What are a few things people often forget about or overlook?
While we still have time to get organized, here are a few details to keep in mind as you prepare to file this year.
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Looking Ahead: What to Consider for 2021
At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order.
But, the ongoing pandemic and a changing political landscape may make uncertainty a common theme for 2021.
How can you plan ahead no matter what this year may bring? Here are a few evergreen strategies and relevant details to keep in mind.
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Accounts Payable Errors to Watch Out For
Have you ever paid a bill you shouldn’t have paid in the first place? It’s an awful feeling. Whether you’re a business owner who has fallen victim to an accounts payable (A/P) error that cost you some of your hard-earned cash, or a business owner who just wants to prevent bill-paying errors from ever happening, here are five common A/P errors to look out for
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4 Types of Legal Documents to Prepare
One part of planning your legacy and making your wishes known involves doing some digital and physical organizing.
Do you have all your key legal documents in an easily accessible but secure place?
Here’s what to have on hand and what to keep in mind as you put your essential information in order.
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Considering Your Social Security Options
When should you start receiving your Social Security benefits and how they will factor into your overall retirement situation?
These are two of the biggest considerations attached to this important financial topic.
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Has Your Situation Changed? Managing Surprises and Sticking to Goals
Without expenses like travel and dining out, many people have spent less and saved more over the last few months.
Others are experiencing a sudden drop in income due to job loss or early retirement.
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