Personal financial planning is essential in today’s complex economic environment. Creating a personal budget, creating a saving plan and account, setting up tax planning, and addressing debts through the establishment of a debt management plan are important steps. There are often many factors that are difficult to control and having a watchful eye on your [...]
It is time to see how President Biden’s proposed tax plans will affect you and your family. When President Biden took office, he laid out his plan to fund expanded education, child care, paid leave and other program reforms. We now have a fairly detailed idea of how he intends to pay for it. Biden [...]
The world is a volatile place right now. As we start trying to get back to some form of Post COVID normalcy, it seems like everything is touch and go at the moment. What does not change, though, are our responsibilities to our families and their needs. It does not matter what is going on [...]
One of the most rewarding opportunities that we face from one year to the next is the chance to create new habits that will benefit our lives. Yes, I am talking about making New Year’s resolutions! It is a temptation that few of us resist if you believe the research. It is purported that as [...]
A wise money manager pays attention to their finances on a daily basis – even if they utilize the services of a financial advisor or consulting group. At the same time, it is a good idea to look ahead for future growth opportunities. The year 2020 has been a challenge for almost everyone. It may [...]
The term ‘adulting’ means to adopt habits to help you create and maintain a long-term lifestyle of your choosing while acting responsibly as an ‘adult’. One of the most important actions you can take to meet this goal is to create short and long-term personal financial plans. What follows are some valuable suggestions for moving [...]
It takes more than good luck to achieve business success: financial planning is the key. It is common to set goals that we want to achieve in the short, medium, and long term. That happens not only in our personal life but also in business. A very useful tool to help us achieve business success [...]
To be a successful investor, it takes a lot more than good luck. […]
Personal financial planning is essential in today’s complex economic environment. Creating a personal budget, setting up tax planning, creating a savings plan and account, and addressing debts through the establishment of a debt management plan are critical components. There are often many dynamic factors that are difficult to control and having a finger on the [...]
No matter how many times the tax laws for homeowners and businesses have been simplified, it’s obvious that in a nation of 350 million people with tens of thousands of small, medium and large businesses and corporations there are bound to be some complications. Better to acknowledge this reality and use it as the basis [...]
