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Cross These 4 Items Off Your Year-End Investing Checklist

December 11, 2017

There's still time to slash your tax burden, boost your retirement savings and get a head start on investing wisely in 2018. For a simple checklist to save money and prepare your finances, CLICK ON THE HEADLINE

Year-End Financial Tasks You Can Probably Safely Skip

December 21, 2015

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Financial advisers trot out last-minute money tips at year's end, but some of these are really inaction items. For examples of year-end tips that you might be able to safely ignore, or at least delay until 2016, CLICK ON THE HEADLINE

Recent Posts

Four Year-End Tax Tips To Get On Track For 2024September 19, 2023 - 2:36 am
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One way Americans can avoid being caught off guard next tax season is by conducting a thorough review of their tax return alongside a mid-year review of their income so far in 2023. Undergoing a mid-year assessment can help taxpayers estimate how much they will receive in tax refunds or what sort of balance they will owe next tax season.
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Help Your Kids With Finances Without Jeopardizing Your OwnAugust 14, 2023 - 10:29 pm
For an increasing number of parents, supporting their adult children means providing financial assistance, even if it means they are putting their own financial security at risk. Financial experts say that such sacrifices are dangerous for both parents and children. If the parents run out of resources in retirement, they may end up putting an even greater financial burden on their children.
Should You Tap Home Equity To Pay Your Bills?August 7, 2023 - 9:08 pm
Some people may be tempted to use the equity they have built in their home to eliminate the outstanding debt. But is that a good idea? Before making such a move, it is important to understand the pros and cons of using home equity.
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Tag Archive for: portfolio rebalancing

Cross These 4 Items Off Your Year-End Investing Checklist

Year-End Financial Tasks You Can Probably Safely Skip

FAST FORWARD ACCOUNTING SOLUTIONS

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