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.

Certification 98

Certification Taxes Medical Accounting 98

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!

Investments 110

Investments Investing Marketing Marketing 110

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.

Investments 87

Investments Investing Accounting Certification 87

MainStreet Financial Planning

MARCH 15, 2023

FDIC also has a very useful calculator FDIC’s Electronic Deposit Insurance Estimator (EDIE). Are my Retirement Accounts, such as IRA, 401k, or Investment Brokerage Insured? Determining the total coverage for trust accounts can be more complex since you will have to examine beneficiary designations.

Insurance Coverage 94

Insurance Coverage Insurance Accounting Banking 94

Good Financial Cents

OCTOBER 3, 2022

None with electronic statements. Monthly Fees None with electronic statements. Not only do they pay 1.00% APY on their online savings and money market accounts, but they also offer interest-bearing checking, and high-yield certificates of deposit (CDs). APY on Best Account 0.50% APY on the High Yield Chime Savings Account.

Banking 100

Banking Accounting Electronics Investments 100

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.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

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.

Assets 59

Assets Accounting Math Portfolio 59