retirement

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3 Ways to Start Preparing for The 2020 Tax Season

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[...]
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IRS Raises the Roof on Retirement Contribution Limits in 2019

Every year the Department of Treasury, which is an umbrella for the IRS, is required by federal law to determine whether or not to make cost-of-living adjustments to retirement contribution limits. If the cost of living goes up, generally so do those limits. 2019 is the year of increase! If you’re 49 years of age[...]
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3 Ways Banks Take Your Money that You May Not Know About

In our virtual and paperless generation, it’s easy to keep tabs on your checking account balance without really taking the time to review each monthly transaction. You know about how much you’ve spent, so at first glance it all seems “about right.” What you may be missing, though, are some changes to your bank’s policies[...]
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Guest Blog: Can Your Virtual COO also be Your CFO?

Here’s the result of the honor of writing another guest blog for Brenda Violette, Founder of Violette Business Services: If it takes a village to raise a child, then couldn’t the same be said for running a business? Absolutely! Just like raising a child, each person in a company’s development, growth, and expansion has a[...]
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Guest Blog: Are You Taking Profit First in Your Business?

Virtual COO Brenda Violette, Founder of Violette Business Services, asked me to write a guest blog on Profit First… …and here it is! Are You Taking Profit First in Your Business? Profitable. Debt-free. Thriving. These are the words every business owner dreams of using to describe their company.  Most small businesses will struggle for years,[...]
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4 Things to Do Today to Minimize Life’s Financial Surprises

Life is unpredictable. Your secure job gets outsourced. You fall in love. Your brand new car needs repairs. Your kid flushes his toy down the toilet. Things totally out of our control can happen at any given moment. While you may not ever be fully mentally prepared for life’s little surprises, you can be financially ready[...]
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3 Ways to Reframe Your Money Game

Let’s face it, we live in a society of convenience. Most Americans want the microwave version of life rather than savoring the flavor of a life lived “slow-cooked” and deliberately. If you’re in the “microwave majority,” how is that working out for you…and your finances? Are you wondering where your paycheck went as you drive[...]
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How to Calculate Your Withholding Taxes with Confidence

The IRS. Taxes. W-4s. Withholding amounts. These are all words that generally strike fear – or at least confusion – in the lives of anyone required to fill out new hire paperwork and/or file taxes. Since tax laws tend to be “revised” regularly, it’s a good idea to know and keep up with the changes.[...]
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