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5 Long-Term Financial Goals and How to Achieve Them

Success

These goals provide motivation, direction and discipline when managing your finances. 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.

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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.

Expenses 221
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How Financial Wellness Programs Can Benefit Employees and Employers

Success

Gone are the days when new employees received a list of the company holidays during onboarding and a packet with information about how to sign up for health care and retirement benefits. Employers are now providing a broader suite of benefits and are increasingly recognizing the importance of financial wellness programs for employees.

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8 Pieces of Financial Advice for New College Graduates

Success

After all, learning how to manage your finances before money mistakes happen can help you avoid easy-to-make slip-ups like dings to your credit score or an overdrawn bank account. If you just traded in your cap and gown for your first taste of real adulting, managing your finances might feel like an overwhelming task.

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5 Reasons Being Self Employed Sucks

Productivity Bits

The most difficult part of dealing with an unsteady income is learning how to manage your money. Retirement Benefits. Contributions to a retirement plan are usually matched by an employer, and many businesses offer pensions and other benefits to ease the transition into old age. No Paid Vacation. Long Term Sustainability.

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The UK workplace sector reacts to the Spring Budget 2023

Workplace Insight

Lysan Drabon, Managing Director Europe, Project Management Institute: “Talking about breaking down barriers to employment is not enough. Boosting the creation of more high-quality and flexible jobs is also one of the best ways to encourage and enable people to extend their working lives, rather than opting for early retirement.”

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Do You Know Your Lifestyle Ratios?

Stephanie LH Calahan

Each month, you may anxiously await the reports that provide the numbers that help you manage your business.    Revenue, net income, total expenses, and payroll costs are just a few of the items that you may be monitoring on your profit and loss statement.  For interest income, it is likely to be very little.

Lifestyle 100