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Annual Financial To-Do List

Annual Financial To-Do List

Things you can do for your future as the year unfolds What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,...
Overlooked Tax Deductions for Small-Business Owners

Overlooked Tax Deductions for Small-Business Owners

Helpful tips for tax time Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows small-business owners...
That First RMD from Your IRA

That First RMD from Your IRA

What you need to know When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s).These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If...