finance
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AI in Finance: Transforming Management for SMBs & Accountants
Artificial Intelligence (IA), being one of the most talked-about concepts in recent years, rapidly changes the way we work in many industries and the way of thinking for many professionals. AI stands
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Small Business Tax Deductions: A Comprehensive Guide for 2024
Tax liability is an inevitable part of running a business. Every year business owners have to bear the burden of the tax season, paying taxes for income, payroll, property, sales, and so on. In tot
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Retirement Savings Calculator: How Much Do You Need?
How much money do I need to retire? The amount of money that you will need to have saved in order to retire will depend on how much you will spend. The many ways on how
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Strategies for Early Retirement: Planning & Execution
What is early retirement? The point in time when you retire may be one of your own choosing. Early retirement is leaving the workforce before you reach the statutory retire
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Retirement Age: Factors & Planning for a Comfortable Exit
When can I retire? If you are questioning when you can retire, the answer to that question will depend on a number of factors. Information from the U.S. Census Bureau&
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Understanding Wealth: Defining Your Path to Financial Success
What does it mean to get wealthy? If you want to know how to get wealthy, it is important for you to first understand what it means. Many people define personal wealth
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Sustainable Wealth Building: A Guide to Slow & Steady Financial Growth
What does it mean to get rich slowly? You have likely heard about any number of get rich quick schemes, and hopefully, you recognize that you should avoid them. To get rich
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Set Financial Goals: Your Path to Wealth & Security
What are financial goals? Your financial goals are where you would like to be financially in the short-term, mid-term, and long-term. If you do not have financial
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SEP IRA: A Comprehensive Guide to Simplified Employee Pensions
A simplified employee pension is also known as a SEP. It is a type of employer-sponsored retirement plan that some companies choose to establish in order to provide
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Essential Retirement Checklist: Secure Your Financial Future
Planning for retirement is important for people of all ages. It becomes increasingly important as you grow older. While most people generally understand that they should
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Create a Financial Plan: Roadmap to Achieving Your Financial Goals
Personal finance 101: What is a financial plan? A personal financial plan is a written examination of your finances, including your income, an asset evaluation, your liabil
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Secure Your Future: Effective Retirement Strategies
Retirement strategies that work While most people give lip service to the idea of saving for when they retire, many do not have enough money in their accounts. In a 2017 re
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Tax Loss Harvesting: Reduce Your Tax Bill with Investment Losses
What is tax loss harvesting? A tax loss is a loss that you can offset with profits in other areas. Tax loss harvesting and tax gain harvesting are tax strategies that you c
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Capital Gains Tax: Strategies for Minimizing Your Liability
What are capital gains? An increase in the worth of an investment, capital asset, or real estate is a capital gain. The growth makes its value higher than what you purchase
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Investment Cost Basis: Definition, Calculation & Tax Implications
What is cost basis? It is important for investors to understand the cost basis of investments and how to calculate it for tax planning purposes. It is the total purchase pr
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Wash Sale Rule: Understanding and Avoiding Tax Disadvantages
What is the wash sale rule? A wash sale occurs when you trade or sell securities at a loss. Then, within 30 days either before the sale or after it, you purchase securities
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Understanding Qualified Dividends: Tax Implications & Benefits
What are dividends and how can they impact taxes? When a corporation earns a profit, it can choose to distribute a portion of this profit as dividends – as returns or
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Margin Calls & Margin Trading: A Comprehensive Guide
When you are buying on margin, you borrow money from a broker to purchase stock. Margin trading occurs when you use your broker’s money to purchase shares, and it can al
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Understanding SIPC Insurance: Protecting Your Investments
What is the SIPC? The Securities Investor Protection Corporation is an organization that was started in 1970 by Congress. It is a non-profit corporation that works to recov
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Regulation E (Reg E): Understanding Your Rights with Electronic Transactions
What is Reg E? Regulation E, which is also called Reg E, is a federal regulation that was issued by the Federal Reserve System. The Federal Reserve System is the U.S. g
finance
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Changing Your Car Registration: A State-by-State GuideEvery state requires drivers to register their cars, trucks and SUVs before driving them on public roads. While laws vary by state, many of the procedures are the same. You can also change your regist...
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Limit Orders: A Comprehensive Guide for InvestorsA limit order is an instruction to buy or sell a stock at a specified price. A limit order is an instruction to a stock broker or brokerage service to either buy or sell a stock at a specifie...
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Maryland Quit Claim Deed: A Step-by-Step GuideLand intake sheet How to Do a Quit Claim Deed in Maryland Quit claim deeds are used when one party, called a grantor, transfers his interest in property to another person...
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Finding Purpose After Retirement: Redefining Your Next ChapterSusan Spaulding, a 60-year-old former marketing executive, is making a 2nd career out of helping boomers answer the question, “What do you want to do when you grow up?”After Spaulding s...