Nationwide Financial

APRIL 20, 2023

It can certainly be tempting to use your refund to buy the latest electronics or book a dream vacation. Increase 401(k) contributions Since 401(k) contributions are made using pre-tax dollars, your client can lower their taxable income now while investing more tax-deferred for their retirement. Tax season is here!

Taxes 59

Taxes Clients Investing Investments 59

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 103

Financial Planning Planning Budgeting Retirement 103

Clever Girl Finance

MARCH 28, 2023

Some of us want to plan a comfortable retirement , while others want to become a homeowner or save for our kids to go to college. You'll then withdraw from ATMs, banks, electronic transfers, or by using a debit card linked to the account. Another option is to invest in a Roth IRA (individual retirement account).

Budgeting 111

Budgeting Accounting Banking Planning 111

Good Financial Cents

OCTOBER 3, 2022

None with electronic statements. Monthly Fees None with electronic statements. Products Offered: Savings, interest checking, and children’s accounts Minimum Balance Required: $5, but $100 to earn interest APY on Best Account: 1.00% APY on high-yield online savings Monthly Fees: None with electronic statements ATM Network: 80,000+.

Banking 100

Banking Accounting Electronics Investing 100

Harness Wealth

OCTOBER 24, 2024

Retirement Contributions: Proof of contributions to IRAs, 401ks, or other retirement plans, which may be deductible. Childcare Expenses: Information on childcare providers, including their tax identification numbers and receipts of the amount paid, to claim childcare credits.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. The FBAR must be filed electronically through the BSA’s E-Filing System, and is due by April 15th, with an automatic six-month extension to October 15th.

Accounting 52

Accounting Compliance Taxes Banking 52

WiserAdvisor

JULY 3, 2023

You can plan for various goals like buying a house, retirement, and saving for a child’s higher education. More often than not, people are drawn toward luxury items, expensive electronics, cars, lavish vacations, and other extravagant indulgences. Keeping a budget can help you streamline and set your financial goals.

Financial Planning 40

Financial Planning Planning Financial Advisor Medical 40

Clever Girl Finance

NOVEMBER 16, 2022

Retirement plan contributions. Electronic banking records. Many companies now offer electronic paycheck records, online bill pay services, and online banking. Also read up on investing , your retirement plan , and effective budgeting. You should keep those records indefinitely. Equity/stock records.

Certification 105

Certification Taxes Insurance Banking 105

Good Financial Cents

AUGUST 1, 2022

They can be purchased electronically in denominations as little as $25. Because retirement accounts are tax-sheltered, it makes little sense to include municipal bonds in those accounts.). In general, growth stocks work best for retirement plans. Deferred annuities work something like retirement plans.

Investing 64

Investing Investments Certification Accounting 64

Cornerstone Financial Advisory

AUGUST 21, 2023

Sales of autos and electronics fell, a possible consequence of higher borrowing costs. During your paycheck checkup, you can also check other factors, such as how much you contribute to your health insurance or retirement plan. 5 This Week: Key Economic Data Tuesday: Existing Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52