Tag Archives: planning

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...
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8 Things to Include in a Successful Business Plan

Starting a new business can seem overwhelming – especially when you’re doing it alone.

Creating a business plan will allow you to refine incomplete ideas, address areas you may have not yet considered, create a map so you know what to do next, and increase credibility for bank loans or investor funding. While you may think you’ve...
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Money Isn’t Everything in Estate Planning

How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be...
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