A CPA, also referred to as a certified public accountant, is an accounting professional that has met all the licensing requirements set by their state’s board of accountancy. To earn…
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Tax Day — or the due date for filing federal and state income tax returns for most people — will be on Tuesday, April 18, 2023. One of the biggest…
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More Americans plan to buy gifts for their pets than in-laws, according to new survey on holiday spending
The rest are getting gift cards, cash or slippers (unless you’re lucky enough to have a Gen Zer in your life, who may be knitting you a sweater). Key findings:…
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No matter how you slice your income pie, taxes probably take a decent chunk of it. The average single person in the United States, for example, paid around 22% in…
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Buying, selling, and trading aren’t the only investment opportunities stocks offer. Stock investors can also earn passive income in the form of dividends. If you currently invest in stock or…
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A monthly budget is one of the most foundational elements of your financial picture. It helps you keep your spending in check while ensuring your financial goals are always front…
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It’s never too early or too late to start investing, and you don’t need a bunch of money to begin building wealth. However, if you have a decent nest egg…
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If you budget your money, analyze your investments, and save for retirement, you’d likely benefit from being able to track your finances in one place. That’s where Personal Capital can…
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One recent study shows that 64% of American adults are living paycheck to paycheck with no meaningful savings or investments. As a result, millions of people are at a significant…
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A revocable trust, also known as a living trust, can be an important estate-planning document. It lets you remain in control of assets while you’re living and allows heirs to…
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We spend decades saving for a financially secure retirement. So when the time comes, it can be exciting and a little bit overwhelming. With some serious financial considerations at play,…
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“Dear Tori: I have been investing consistently in the stock market for about a year but I’m not seeing the results I expected. I have a diverse portfolio, invest monthly,…
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Here’s the main benefit of receiving employee equity compensation: It has the potential to bolster your long-term financial goals. Yes, potential. You’ll be reading that word a lot throughout this…