You sell an investment and receive $15,000. You take a distribution from a retirement account. A larger-than-usual bonus hits your paycheck. Suddenly, there’s money available that wasn’t there before. Naturally, your first thought may be about what you can do with it....
When you first start a business, the path ahead is often fairly predictable. You choose a business name, set up your operations, open a bank account, find customers, and figure out how to keep everything moving in the right direction. Those early accomplishments...
One minute it’s January and you’re making financial resolutions. The next you’re halfway through the year, wondering where the time went. That’s usually right around the time people start questioning whether their finances are where they really...
You’ve filed your taxes, checked the numbers, and you finally know whether it’s a refund or a balance owed. Chances are, positive or negative, your reaction was immediate. A refund can feel like you won, while owing can be stressful and frustrating. Most...
Scammers aren’t lurking in the shadows waiting to strike. For years, they hid behind keyboards, sending emails filled with misspellings, odd email addresses, and clumsy sentences that made them easy to spot. That old version of tax scams has slowly faded away,...
Owning a small business means your time and attention are pulled in every direction. Managing day-to-day operations and staying focused on clients and employees leaves you with little bandwidth to think about your own future. But if you don’t find the time, who will?...
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