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How to Combat Tax Identity Theft

How to Combat Tax Identity Theft

by Michele Cagan | Feb 19, 2018 | Do Your Own Taxes, Personal Finance

You won’t know it’s a problem until you try to file your tax return and it comes back INVALID – but tax identity thieves may have already targeted you. Every year, they come up with new ways to steal your Social Security number and grab a tax refund in your name....
Quick Guide: How to Open a SEP-IRA in 4 Easy Steps

Quick Guide: How to Open a SEP-IRA in 4 Easy Steps

by Michele Cagan | Feb 9, 2018 | Personal Finance, Retirement Planning, Saving and Investing

UPDATED FOR 2019 If you’re self-employed, have no employees, and are looking for a place to stash a lot of retirement cash without a lot of hassle, look no further than the SEP-IRA. This amped up retirement savings plan works well for freelancers and side-giggers. (If...
6 Things to Look for When You’re Choosing a Mutual Fund

6 Things to Look for When You’re Choosing a Mutual Fund

by Michele Cagan | Jan 12, 2018 | Personal Finance, Saving and Investing

You’re ready to invest in mutual funds – but with thousands of funds to choose from, the options can feel overwhelming. The 6 steps below will help you quickly pinpoint the best funds for you, so you can get started right away. Once you’ve figured out the types of...
How Much Does Your Pet Really Cost? Find Out with This FREE worksheet

How Much Does Your Pet Really Cost? Find Out with This FREE worksheet

by Michele Cagan | Jan 10, 2018 | Personal Finance

$219. That was my vet bill today for annual routine vet visits for my two dogs. And as I paid the bill, it got me thinking about how much I spend on these guys every year. I don’t regret adopting them – not for a second. But I wish I’d thought more about the long-term...
Why Your Kid Needs a Roth IRA

Why Your Kid Needs a Roth IRA

by Michele Cagan | Jan 9, 2018 | Personal Finance, Retirement Planning, Saving and Investing

If your child earns income from a job – even if it’s working for you – it’s time to open a Roth IRA. Better than a regular savings account, all the money invested through a Roth IRA grows tax-free. And since your child almost certainly qualifies for the lowest...
How to Mix Your Business and Your Kids

How to Mix Your Business and Your Kids

by Michele Cagan | Jan 9, 2018 | Do Your Own Taxes, Owning Your Own Business, Personal Finance

They’re two of the hardest jobs in the world: being a parent and running your own business. But with a few simple strategies, you can win at both, and teach your kids some valuable lessons along the way. For the pre-school set, childcare is key When your kids are too...
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