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Weekend Reading For Financial Planners (June 10-11)

Nerd's Eye View

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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The Corporate Transparency Act: What You Need to Know

Carson Wealth

box) State of formation Tax identification number (those businesses without one will need to obtain a unique identification number) Copy of an identifying document such as Articles of Incorporation or Organization For each beneficial owner: Full legal name Date of birth Home address (no P.O.

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How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?

Calculated Risk

There are also different loan limits depending on the number of units (from 1 to 4 units). There is much more in the article. And how much will the FHA insured loan limits change? First, there are different loan limits for various geographical areas. For example, currently the CLL is $726,200 for one-unit properties in low-cost areas.

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How To Start A Cleaning Business In 15 Simple Steps

Clever Girl Finance

Obtain a business license 7. Do I need a license to clean houses? Articles related to starting a business Start a cleaning business and become your own boss today! Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. Table of contents 1.

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How to Apply for Social Security Benefits

Getting Your Financial Ducks In A Row

And since you’re reading this article you’re likely overwhelmed by the prospect and don’t know where to start, so here’s how to apply: By Phone – call the Social Security Administration at 1-800-772-1213 between the hours of 8am and 7pm (they don’t say, but I’m assuming this is Eastern time) to apply.

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Personal Finance Round Up

Random Roger's Retirement Planning

First up is another article stating that Gen-X is doomed for retirement. Another article I saw today (sorry no link) said that something like 1/3 of Gen-Xers have less than $10,000 saved for retirement. It's a fine article, a little salesy maybe but there is one point made that is wildly counterproductive.

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Will You Be Afraid To Spend Your Retirement Savings?

Random Roger's Retirement Planning

First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. The Kitces article had a point that I'd never thought of before but that resonated. This makes sense to me.