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Linda Leitz: Taking the steps toward home ownership
Colorado Springs Gazette· 4 days agoOwning a home can be a source of security and pride. It can also be a source of building your net worth and financial security over time. Don’t let the
Strategies for Building Your Small Business
Casper Star-Tribune· 24 hours agoIncorporating a CERTIFIED FINANCIAL PLANNER™ professional into your stable of advisors is a smart way to ensure that you’re growing your ...
Roth conversions are up in 2024 — but it's not always a 'slam dunk,' accountant says
CNBC· 1 day agoRoth individual retirement account conversions are up in 2024 — but there are key things to know...
I’m a Financial Planner: What Not To Do When Your CD Matures
GOBankingRates via Yahoo Finance· 3 days agoFor people who don't like risky investments, certificates of deposit (CDs) are often a great way to...
This retirement account can be 'triple-tax efficient' for teens this summer, advisor says
CNBC· 6 days agoRoth individual retirement accounts can be "triple-tax efficient" for teenagers, according to...
Meet the generation that may never retire: Why some millennials are behind on savings — and how they...
Business Insider via Yahoo Finance· 12 hours agoOne of them is that people don't always start working at the same point in their 20s, said Chris...
You could score a tax break for hiring your own kids this summer — if you follow the rules
CNBC· 3 days agoSmall businesses hiring their own children is a popular topic among social media influencers on...
Roth conversions are up in 2024 — but it's not always a ‘slam dunk,' accountant says
NBC Miami· 1 day agoThere was a 44% year-over-year increase in the number of Roth conversions during the first quarter ...
Before your teen starts a summer job, have ‘the talk’ about taxes
Market Watch· 2 days ago“The best way to explain taxes to your teen is during a car ride,” said Gregg Murset, a certified ...
4 Questions Your Financial Advisor Hates To Hear
GOBankingRates via Yahoo Finance· 4 days agoIt's no secret that financial advisors can be indispensable when it comes to helping manage your savings, investments, and future financial goals....
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