You Got a Letter From the IRS
Reading Time: < 1 minuteThe IRS sends taxpayers millions and millions of letters for multiple reasons. Many of them are of minor consequence and do not involve an audit.
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Post Election Update from Judd Carlton
Reading Time: < 1 minuteElection day is behind us peacefully. The markets are reacting positively this morning, but we are keeping an active watch. No clean sweep for either side so it is likely that policy change will be moderate.
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What is a limit order?
Reading Time: < 1 minuteLet’s say you want to buy a stock but you’re scared it will run up too much before you buy it. Have you heard of a limit order?
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5 financial tips for small business owners
Reading Time: 8 minutesThis article will cover the 5 biggest mistakes we see business owners making with investing. We’ll also give you some investing tips directly applicable to business owners; but don’t worry – we’ll make it fun, practical, and relevant to your professional and personal objectives.
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What to do When Your Social Security Benefits Are Reduced
Reading Time: < 1 minuteMany people talk about Social Security benefits being reduced, but very few have taken the time to figure out what that means for them.
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What if Social Security Benefits are Reduced?
Reading Time: 2 minutesMany people talk about Social Security benefits being reduced, but very few have taken the time to figure out what that means for them.
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What Does A Business Owner Live off of During Retirement?
Reading Time: < 1 minuteWhat Does A Business Owner Live off of During Retirement?
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End of Year Financial Planning
Reading Time: < 1 minuteWith the last weekend of summer behind us, thoughts of end of year financial planning are upon us. Have you asked yourself the following questions?
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How Does a Business Owner Retire? Retirement Tips for the Self-Employed (NEW INFO)
Reading Time: < 1 minuteHow do you retire if you own a business or are self employed? Social Security benefits play a key role in retirement for many people, and it may have a special meaning for a self employed person. Let’s think about what a business owner lives off of during retirement.
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Social Security for the Self-Employed (Everything You Need to Know)
Reading Time: 10 minutesThe basics of Social Security Taxes for self employed people and some suggestions about things to keep in mind as you plan for your retirement.
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