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Wednesday, February 21, 2024

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person's property and financial matters. The executor acts as the manager and...

 

Wednesday, February 14, 2024

Immediate financial pressures eclipse retirement savings as top concern The current economic landscape, with its rising living costs and lingering student debt, has shifted employees' financial stress points. Recent studies, including...

 

Wednesday, February 7, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy. Estate planning is a strategic move...

 

Wednesday, January 31, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...

 

Wednesday, January 24, 2024

For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if you knew better options to pursue. To...

 

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Wednesday, January 17, 2024

When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else's name. But another common type of identity theft involves the use of someone's Social...

 

Wednesday, January 10, 2024

Financial wellness is easier to work toward when a business owner understands their economic outlook and has set financial goals to take them through the next 5 to 10 years.2 Striving toward financial wellness is vital for any small...

 

Wednesday, January 3, 2024

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Whether your business is just starting or you have been running it...