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Should I Use a Robo-Advisor to Manage My Investments?

Success

A robo-advisor is an automated investing service that uses a computer algorithm instead of a person (or sometimes along with a person) to build and manage an investment portfolio. Robo-advisors provide a digital platform that manages your investments automatically. You can access the platform 24/7 from your phone, tablet or computer.

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6 Commonly Overlooked Tax Deductions to Maximize Your Return

Success

“Can a dead person deduct medical expenses?” “Can ” These are just a few of the numerous requests Andy Phillips, director for the Tax Institute at H&R Block in Kansas City, Missouri, fields when tax time rolls around, as his clients muddle their way through what can and can’t count as a deductible expense. 223(d)(2)(D).

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30 New Year’s Resolution Ideas to Make 2024 Healthier, Happier & More Secure

Success

Additionally, consider breaking larger goals into smaller, more manageable steps. Calculate your monthly income, track your spending, determine your goals and priorities and develop a plan to manage your expenses. Limit money habits that can leave you broke such as expensive dining or luxury items. Set savings goals.

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How to Create a Budget: 6 Steps to Get You on the Path to Financial Security

Success

We all know expenses exist, but the numbers keep adding up—rent, water, trash, electricity, cable, Internet, car insurance, renter’s insurance, gas, cell phone. Managing money is intimidating, but it’s 100 percent doable—and it’s pretty darn necessary if you want to be in control of your dollars. It all feels a bit much.

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5 Tips to Make Filing Taxes Easier for Freelancers in 2023

Success

Generally, the expenses involved in operating your business or side hustle can be tax-deductible. So you can’t just go on vacation or buy a new car and claim it as a deductible business expense. That way, you don’t have to worry about your grocery expenses getting mixed up with your office rent come tax time.

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Webinar Employee Expense Reimbursements: Compliance Workshop

Office Dynamics

Get educated now on the new rules of employee expense reimbursements! Employee Expense Reimbursements: Compliance Workshop. The legal and financial risks of mishandling employee expense reimbursements have spiked in recent years. Should you run expense reimbursements through payroll or accounts payable? View this online.

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Are You Covering All Expense Bases?

Step It Up VA Coaching

As entrepreneurs/business owners, we take great care in setting rates, creating packages and tracking the hours we and our teams put in; but are our rates really paying for our expenses? Also include your mobile phone plan (or a portion of it) if you use that for your business. Take a good look at where you spend your money.

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