Making The Choice to Do Financial Planning

Investing In Crypto

3 January 2023
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There has been a tremendous surge of interest from individuals in the investment opportunities that cryptocurrencies can represent. However, these individuals may not always know where to begin or how to proceed with these investments. Set Limits On The Amount Of Your Portfolio That You Dedicate To Crypto Holdings Whenever you are preparing to make investment decisions, a risk calculator should be done so that you can properly balance your portfolio of holdings. Read More

4 Critical Financial Planning Services You Should Get From A Financial Planner

24 August 2022
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Most people know they should have a financial plan, but many don't realize just how important it is to have one that's tailored specifically to their needs. A good financial planner can help you with all sorts of critical tasks, like saving for retirement, creating a budget, and even investing for the future. Here are four of the most important services a financial planner can provide. 1. Retirement planning One of the most important services a financial planner can provide is helping you save for retirement. Read More

New To Investments? Form 8949, Schedule D, And Your Income Taxes

19 April 2022
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If you recently added investments to your financial portfolio, you're likely wondering how they will affect your income tax obligation. The biggest reporting change you will generally see is the addition of two new forms: Form 8949 and Schedule D. What are these? What do they mean for you? And how can you minimize tax due from these earnings? Here's what you need to know. What Is Form 8949? Form 8949 is the means by which a taxpayer reports the sales of various taxable investments during the year. Read More

3 Ways An Accountant Helps Gauge The Future Value Of Your Estate

28 January 2022
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During estate planning, understanding the value of your estate and all its parts is key to achieving your goals. But valuation is more than just knowing what assets are worth today. It also involves planning for the future value. How can an accountant help you with this difficult task? Here are a few ways. 1. Estimating Market Changes Nearly all assets will experience ups and downs in their market values. And although a lot of financial planning can simply focus on the current value of your assets, estate planning means planning for something that may not happen for decades. Read More

Starting A Business? 5 Ways To Prepare Your Personal Finances

12 November 2021
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Do you want to pursue your entrepreneurial dreams? Along with a great idea and the energy to make it real, you'll also need to have your personal finances in order. What personal financial moves should you make in order to have the best chance at business success? Here are five of the most important ones. 1. Craft a Financial Plan. Because you'll be focusing on your business, your personal financial situation could take a backseat for a while. Read More

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