financial planning Archives - Page 2 of 8

Year End Money Moves You Should Make

As the year gradually wraps up, there’s no better time to go back to the list of the financial goals you made at the beginning of the year to see how far you have come. The end of the year tends to be one of the busiest times for most people, however, slacking on making strategic[...]

Buying a home is a major milestone in your life. In addition to serving as the place where you likely live for many years, a home will likely be the most valuable asset that you’ll ever own. However, before you can buy a property, you’ll need to come up with a down payment of up[...]

Most of us have a good handle on our monthly budget. We know how much it costs to cover insurance, utilities, housing, and so forth. Those expenses are easier to track because they come up every month. The hard part is finding a way to budget for those occasional items–a vacation, new appliances, or other[...]

Improving your credit score offers several benefits in various aspects, such as getting loan approval, renting a home, and getting lower interest rates. Fortunately, if you have low credit, you can increase it by implementing various strategies. Here is what to do to improve your credit score. Avoid Late Bill Payment Keep paying your bills[...]

by Jillian
Posted on July 14, 2021
in Budgeting

With the lockdowns over and the pandemic situation rapidly improving, many American families will hit the road this summer. Unfortunately, many of those same families are struggling with the financial fallout from the pandemic. You can still hit the road if the money’s tight. All you have to do is travel cheaply and stick to[...]

by Jillian
Posted on June 15, 2021
in Taxes

Maximizing your profits is a great way to ensure that you have enough money for retirement. The more money you make, the more money you should be able to save. Some retirement saving options can provide tax benefits. However, there are some taxes that you’ll want to plan for when you set up your retirement[...]

Successful investing results in achieving financial goals and enjoying financial independence. The fight for financial freedom is something that most of us strive to win and cement a successful future. Apart from the typical paycheck, becoming an investor ensures a constant revenue stream to sustain your financial health. However, becoming a successful investor takes a[...]

529 plans are college savings accounts that provide financial aid and tax benefits. In addition to college expenses, 529 plans can also be used to invest and save for k-12 tuition. There are two kinds of 529 plans: prepaid tuition plans and college savings plans. A 529 plan is an excellent way for you to[...]

Spring cleaning has always been the time to flip mattresses, clean windows, and get behind or under those appliances to see what’s been growing during the winter. This is also a great time to purge old or unwanted items from your home. Personal files and financial documents also deserve some attention. Here are a few[...]

by Jillian
Posted on December 19, 2019
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Many people tend to procrastinate when it comes to their personal tax returns. In fact, according to the IRS, over 50 million people left filing taxes to the very last weekend! This year’s deadline for filing personal tax returns has changeddue to COVID-19. You can file as early as February 2020, since many important tax[...]

financial planning

Year End Money Moves You Should Make

How to Save for a House: Tips and Tricks to Fund Your Own Down Payment

How to budget for big expenses

5 Ways to Increase Your Credit Score

How to stick to a budget on vacation

Planning for retirement: 5 retirement taxes you need to know about

Timeless Investing Tips to Become a Successful Investor

Benefits of a 529 plan

Spring Cleaning: The Financial Version

3 Ways to Start Preparing for The 2020 Tax Season

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

Categories

Our Mission

Our Company

Our Services

Contact Us

Learn More

Company Info