MazumaBusinessAccounting
MAY 31, 2022
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.
Clever Girl Finance
NOVEMBER 16, 2022
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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WiserAdvisor
DECEMBER 1, 2023
It can enable physicians to set realistic and achievable financial goals, such as purchasing a home, preparing for retirement, or saving for a child’s higher education. This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences.
Good Financial Cents
AUGUST 11, 2022
Track your retirement. Did you know you might be able to actually retire with $1 million? While it’s better if you have some time to invest the money instead of using it for retirement, retiring with this much is a reality for many people. You may be wondering if you can actually retire with $2 million dollars!
Good Financial Cents
DECEMBER 13, 2022
Certificates of Deposit (CDs) . Opening a brokerage account lets you invest for the future outside of a retirement account, allowing you to access your money by selling shares at any time without waiting until age 59 ½. If you’re looking for a way to save part of your $15,000 for retirement, consider opening a Roth IRA.
Clever Girl Finance
OCTOBER 20, 2022
Certificates of deposit. Retirement accounts. skip adding your real estate, retirement accounts, etc.). You probably already know that opening a retirement account(s) is a must-have for creating long-term financial wellness, but don't neglect the importance of also maintaining a sufficient amount of liquid assets.
Gen Y Planning
JUNE 1, 2022
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. I-bonds are “non-marketable,” meaning you can’t buy or sell them on secondary markets like the stock exchange.
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