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5 Long-Term Financial Goals and How to Achieve Them

Success

Your long-term goals are an important aspect of your financial health. Save for retirement Expected time: 10-35 years Account types: Retirement plans including IRAs, 401(k)s and pensions Planning for retirement is one of the most common long-term financial goals.

Goals 274
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4 Smart Money Moves to Plan for Financial Security

Success

They don’t have a purpose for the money they’re saving, and they often end up splurging on stuff they don’t really need (or want) rather than using it to fund a life goal such as buying a house or saving up for retirement. Start a retirement plan. You’re young, and retirement probably feels light-years away.

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Do I Need an Estate Plan?

Success

The other purpose of a will, and in some cases, a trust, is to designate guardianship of your minor children or other people you are legally responsible for. Some retirement accounts also dictate how assets can be distributed upon inheritance. They can also make you legally and financially liable, so be very careful of who you select.

Medical 238
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Preparing to Move Overseas? Read This First

Success

Have you decided to live the #beachlife or the #retired life or just the #offgridlife? Before you move, here’s what you need to know about everything from establishing residency abroad to health care, taxes, visas and costs. Health care. health insurance may not cover you. Based on the options of your plan, private U.S.

Medical 264
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Employers Beware: There Are Rising Legal Risks Of Rigid RTO Policies

Allwork

The insistence of employers on a full return to the office, without considering individual circumstances, could lead to a surge in legal issues — particularly discrimination claims. Are employers walking into a legal storm by enforcing rigid return-to-office (RTO) mandates? In a lawsuit against Electric Boat Corp.,

Legal 299
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MBO Partners: A Business Platform for Independent Consultants.

Small Business Labs

  MBO Partners offers a service providing a legal and financial infrastructure for independent consultants and freelancers.    This means, legally, the consultants and freelancers work for MBO Partners.    MBO Partners offers group health and other benefits. 

Legal 100
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6 Commonly Overlooked Tax Deductions to Maximize Your Return

Success

Additionally, self-employed individuals can leverage deductions for home office expenditures and health insurance premiums. Retirement savings Dr. Shatonya Rosie Thomas, founder of Thomas Financial Services in Garland, Texas, says this is the most overlooked tax credit “by far.” “The 223(d)(2)(D).

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