Latest
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Need to Create a Business Tax Plan? How to Work With Your CPA
An honest conversation can determine whether your CPA is able to meet your tax planning needs, and if so, getting prepared yourself is imperative to make it possible for them to do a good job.
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Personalized Investing Portfolios: Unlock the Greatest Potential
Being able to tweak investment portfolios to align with values and goals is gaining popularity among more investors of all wealth levels, and Millennials are leading the way.
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Inflation and Taxes: A Married Couple's Taxes Stay the Same?
The IRS’ inflation adjustments for 2023 would help a married couple pay the same effective tax rate as in 2022 even though their income increased.
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Ready for a Career Change? Consider Nonprofit Work
Whether in paid roles or through volunteer efforts, many executives add meaning to their second-act career change by using their skills to help a meaningful cause.
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Company Flouts Product Warranty: What Happens Next?
One man’s experience dealing with a defective washing machine serves as a lesson for consumers protected by law and companies that aren’t inclined to do the right thing.
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5 Investing Choices for a Volatile Market
Try to avoid impulsive decisions governed by emotions and instead focus on investing strengths and weaknesses, changing opportunities and long-term goals.
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How to Find a Financial Adviser
Choosing the right financial adviser for you is a very personal decision, not to mention critical for long-term financial success. Knowing where to look to find an adviser is key, too.
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CFP vs. CPA: What’s the Difference and Who Should You Hire?
Certified financial planners and certified public accountants have different but complementary areas of expertise. You might want to work with an adviser who’s both a CFP and a CPA.
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How Parents Can Explain to Kids How NFTs Work
NFTs and cryptocurrencies are part of the new digital world that’s here to stay, so parents and their children should learn the ins and outs.
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