All Things Admin

FEBRUARY 10, 2022

When was the last time you made an effort to catch up on your filing? Many times, we struggle with filing because it feels overwhelming, we’re not sure where to begin, or we don’t have an easy system in place. Filing can be inconvenient and time consuming. But there are ways to simplify your filing system.

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Success

JULY 20, 2021

Besides all the external factors that have essentially set them up for, well, failure (think the Great Recession and the COVID-19 pandemic), only 16% of millennials can be considered financially literate, according to George Washington University’s Global Financial Literacy Excellence Center. Start a retirement plan.

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Success

AUGUST 21, 2022

Have you decided to live the #beachlife or the #retired life or just the #offgridlife? Once you become a legal resident, you can sign up for the national health care in your new country. You have to file U.S. Translation: If you’re a citizen, you have to file taxes even if you aren’t living in the country.

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Success

MARCH 6, 2023

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. The executor you name will handle your bequests and filing pertinent information with the court. An estate plan will provide for young children.

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Success

MARCH 20, 2023

Financial advisers can help you with much more than investing topics, including debt management and retirement plans. If you don’t have assets, children or significant debt, you might need to meet with an advisor periodically to ensure you’re on the right track with your retirement plans and brokerage accounts.

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Success

MAY 8, 2023

While the gap shifts based on age, race and other factors, the harsh truth is, when planning for retirement, most women have to work harder to save the same amount as men. While we work on changing this reality for our daughters, women can also take steps now to ensure they’re ready for whatever comes their way in retirement.

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BMT Office Administration

NOVEMBER 16, 2022

While individuals have until April 18, 2023, to file their personal income taxes, businesses have to start thinking about tax requirements a bit sooner. If you’re not quite sure about the differences between a 1099 and a W-2, keep reading to learn which form to send and how to fill out and file them. Form W-2 filing requirements.

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