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7 Steps To Declutter Paperwork Including Financial Documents

Clever Girl Finance

Sorting paper, looking for that one document you need? The main benefit of sorting paper and documents is to your overall mental health and well-being and for your family’s benefit, in the case of an emergency. People who are incapacitated or have passed away still have bills to pay and important documents in their names.

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What To Do If Your Identity Is Stolen: 15 Key Steps

Clever Girl Finance

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. As soon as you realize that your identity was stolen, you should report it to the Federal Trade Commission (FTC) right away. 15 steps for what to do if your identity is stolen.

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How to sniff out a lying grifter in a Form ADV

Sara Grillo

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. You should check the advisor’s CRD number and see if it matches what they sent you.

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Beware of Impostors: MainStreet Financial Planning, Inc Sets the Record Straight

MainStreet Financial Planning

We are a Financial Planning Firm, that has been around for over 21 years dedicated to providing comprehensive and personalized financial solutions for our clients, including tax planning and preparation, and estate document preparation. We don’t offer any advice or services for debt consolidation.

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What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. If their death is unexpected, you may have to go to their home and look for the documents yourself. The deceased’s estate will reimburse you later.

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Tales from the Crypto: How to Think About Bitcoin

ClearMoney

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited.

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Getting Found – Your Google My Business Listing and the New SEC Marketing Rule

Midstream Marketing

Google My Business lets you provide essential information like your physical address, your phone number, the category of your business and even its most important attributes. Yes… but if that’s the path you want to go down, the Securities and Exchange Commission would like to have a word with you.