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5 Homeowner Estate Planning Tips to Consider

James Hendries

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place.

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How Long to Keep Important Financial Records

MazumaBusinessAccounting

Whether you’re keeping the record for one month or 10 years, record-keeping best practices dictate you should store documents electronically (go paperless when you can), and always backup your files by saving them in the cloud. Some documentation has no expiration date, such as birth certificates and social security cards.

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What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan

Gen Y Planning

Bonds also generate income, making them a flexible part of your long-term cash flow plan. You can purchase them electronically via Treasury Direct or use your tax refund to buy a set amount of paper certificates. Every individual can buy up to $10,000 in electronic I-bonds per year.

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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Marriage certificates are usually needed for the Social Security Administration status and/or name change, driver license name change, mortgage loans, life insurance, health insurance, etc. Retirement plan contributions.

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Fundamental Analysis of Dixon Technologies – Financials, MOAT & More

Trade Brains

The company has been leading the electronic manufacturing services (EMS) space in India for years. These have been accredited with ISO 9001-2015, ISO 14001-2015, and 45001:2018 Quality certificated. 409 billion, under Mobile Manufacturing and Specified Electronic Components, which is much more than any other scheme.

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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)

Good Financial Cents

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Ad Online Financial Advisors are ready to provide you with quality economic planning and investment management. Investing with a Plan. Ads by Money.

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16 Smart Ways to Invest $15,000 for the Long Haul

Good Financial Cents

Certificates of Deposit (CDs) . If you have $15,000 to invest but plan to use the cash in the next few years, a high-yield savings account could be the way to go. Certificates of Deposit (CDs). Certificates of deposit (CDs) are a low-risk way to grow $15,000. Real Estate Crowdfunding . Open a Brokerage Account .