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Helping Aging Parents Manage and Protect Their Finances

Carson Wealth

Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.

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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

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The Blockchain Promise is Always Around the Corner, IBM and Maersk Scrap Efforts

Mish Talk

TradeLens was designed to be an industry-supported supply-chain data, document, and analytics platform that could be used by importers, exporters and anyone else involved in global trade, making use of distributed blockchain technology for its backend. The article is licensed under a Creative Commons Attribution 4.0 2018 ; Green et al.

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The Corporate Transparency Act: What You Need to Know

Carson Wealth

box) State of formation Tax identification number (those businesses without one will need to obtain a unique identification number) Copy of an identifying document such as Articles of Incorporation or Organization For each beneficial owner: Full legal name Date of birth Home address (no P.O.

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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

When you're wondering how long to keep financial records, there are documents that you will need to keep forever “just in case” they are needed. These are important documents, and there are varied reasons why you could need them. The documents that you need to file with the local registrar may also be available online.

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Hurricane and Natural Disaster Preparedness

Your Richest Life

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup.

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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. By filling and documenting this report quickly, you may also be able to limit your financial liability as well. Get access to any documents related to the identity theft.

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