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Month: April 2022

What Every Taxpayer Needs to Know This Season - Apr. 01, 2022

What Every Taxpayer Needs to Know This SeasonThe IRS is currently suffering a severe backlog in processing returns from 2021 for the 2020 tax year. As of Dec. 31, there were still more than 6 million unprocessed individual returns with notices and pending refunds. There are a few things every taxpayer should know that can help them navigate any delays in filing […] read more

Considerations When Selling a Business - Apr. 01, 2022

Considerations When Selling a BusinessAccording to the U.S. Small Business Administration and Project Equality, 60 percent of business owners plan to cash out of the business in the next 10 years. For the baby boomer generation, it’s especially important as they contemplate retirement, with this generation reportedly owning 2.3 million businesses. When it comes to getting a business ready […] read more

Give a College Savings 529 Plan For Graduation - Apr. 01, 2022

Give a College Savings 529 Plan For GraduationIf you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid account. Assuming you are opening an account now and don’t have time for investment growth, you may need to […] read more

The 50/30/20 Budgeting Rule Explained - Apr. 01, 2022

The 50/30/20 Budgeting Rule ExplainedYou may or may not have heard of the 50/30/20 budgeting rule, but it’s a good one – one that will help make organizing your finances a lot simpler. The basic idea is to divide up your after-tax income and allocate it to spend this way: 50 percent on your needs, 30 percent on wants […] read more