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How Long to Keep Important Financial Records

MazumaBusinessAccounting

Keep the following documents for seven or more years: Income tax returns (federal and state) W-2s and 1099s Medical bills Contracts Receipts for tax-deductible items Mileage records Canceled checks Real estate tax forms Credit cards statements that contain purchases used as tax deductions Retirement plan contributions. for insurance purposes.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government. This certificate is required to be signed by a medical practitioner who assures that the individual has a severe and prolonged impairment.

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The 16 Best Jobs For Moms With No Degree

Clever Girl Finance

Sales associate Average salary: $60,000/year One of the perks of working in sales is that you can work in almost any industry, e.g., insurance, real estate, medical devices, cars, etc. Requirements: Strong communication skills Some employers may require sales associate certifications 4. These are called transcriptions.

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Snowball vs Avalanche: Choose the Best Strategy for Debt Freedom

International College of Financial Planning

Whether it’s credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders. Psychological Benefits of the Snowball Method The Snowball Method isn’t just about numbers — it’s about emotion and motivation. The good news?

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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

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Start Planning Your Retirement Early to Save Enough and Plan Better

WiserAdvisor

It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate.

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Including Pets in Your Estate Plan for Peace of Mind

Yardley Wealth Management

Financial Support Allocating funds specifically for your pet’s care ensures they continue to live comfortably, covering expenses like food, grooming, and medical care. The Value of Professional Certifications Holding designations like CLU, CHFC, and CIC, Michael is a strong advocate for continuous education.