Your 2021 New Year’s (Financial) Resolutions
/ February 16, 2021
A resolution for every month to help you work towards financial independence.
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Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
/ January 26, 2021
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone. To protect yourself, keep these tips in mind.
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The Importance of Financial Wellness
/ January 19, 2021
Financial wellness refers to having a happy, healthy, and relatively stress-free relationship with your finances. Typically, people who have financial wellness have the following four elements in place:
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What Should California Residents Know About Proposition 19?
/ January 12, 2021
On Election Day 2020, California voters narrowly approved Proposition 19, a constitutional amendment designed to change the way that tax assessments can be transferred.
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New Year’s Resolutions to Get Your Finances in Order
/ January 5, 2021
When you're thinking about finances, you always need to consider two sides of the equation — spending and earning.
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End of Year (EOY) Deadlines Checklist
/ December 22, 2020
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly. Read on for several things you'll want to accomplish before 2020 draws to a close.
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Appropriate Checklists for Year-End Tax Planning
/ December 15, 2020
Make your early January mortgage payment in December so that you can deduct the accrued interest for the current year that is paid in the current year.
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Who to Ask When You Need to Help With a Business Plan?
/ December 8, 2020
A business plan is critical when you're getting ready to launch a business.
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Charitable Giving: How it Affects You Financially as Well as Personally
/ December 1, 2020
For many people, charitable giving provides them with either a tax break or a deduction depending on the type of giving.
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Coping With Caregiving in the Time of COVID
/ November 24, 2020
Nearly one in three U.S. adults serves as the primary caregiver to a relative or other close loved one. With respite facilities throughout the country closed or operating on restricted hours as a result of the COVID-19 pandemic, many family caregivers are under even more strain than normal. What can caregivers do to cope? Read on for five tips and tricks that can help combat caregiver burnout while remaining mindful of the ongoing pandemic.
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