Christmas is just around the corner, and for many it can be a stressful time, especially when financial challenges arise. At pa insolvency, we’re here to lighten the load. Backed by Parker Andrews, we pride ourselves on providing clients with a clear and knowledgeable evaluation of their circumstances. We outline the steps ahead and the eventual outcome to give you peace of mind. You’re not alone this festive season - let us help you start fresh. Contact our team today: https://lnkd.in/eAsu6PEf #Insolvency #BusinessRecovery #ProfessionalAdvice #FinancialAdvisory #InsolvencyExperts
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Hello, St. Patrick’s, Easter AND National Clean up Your IRS Act Month! Did you know that March is packed with important financial dates and deadlines? And missing an important one could cost you. To add a little organization to your life, we created a calendar with all the essential personal financial dates of March 2024. If you need any information or assistance on managing your wealth, we’re here to help this month, and all year long. Visit njmnwa.com to set up your complimentary strategy session. #taxdeadlines #irsdeadlines #marchfinancialdates #marchdeadlines #financialdates #njmwealthpreservation #wealthmanagement
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In this eye-opening video, discover the sobering story of a doctor who faced a staggering income tax demand after his son's wedding expenses raised red flags. 💰🚩 With over Rs. 75 Lakhs spent, failure to document the source of funds and track wedding expenses proved costly. 😱💸 Join me as I share invaluable advice: never underestimate the importance of meticulous financial planning, especially during life's major milestones. 💡📝 Learn from this doctor's misfortune and safeguard your financial future with proper documentation and proactive measures. 📉💼 Don't let tax troubles spoil your celebrations – stay informed, stay prepared! #FinancialPlanning #TaxTips #DoctorFinance
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The first word you see is what you’re spending your money on. Share with us in the comments. #SFS #investmentmanagement #salaryweek #weekends
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What do doctors and financial advisers have in common? #financialgoals #FinancialFreedom #InvestingWisdom #WealthBuilding #SmartMoneyMoves #FinancialPlanning #SecureFuture #AssetManagement #WealthCreation #EstatePlanning #MoneyMastery #FiscalFitness #RetirementPlanning #StrategicInvesting #WealthAccumulation #FinancialSuccess #growyourwealth #MoneyManagement #LegacyPlanning #financialwellness #growingtogether
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Certified Public Accountant | Tax Preparation and Planning Tax Resolution Expert - Solve Your IRS & State Tax Problems | Business Consulting - Take Your Business to the Next Level
🎆 Happy 4th of July from Pink Harbor CPA! 🇺🇸 Enjoy the fireworks, BBQs, and time with loved ones. Let's celebrate freedom and plan for a bright financial future together! 🎇 #FourthOfJuly #PinkHarborCPA #FinancialFreedom #TaxPreparation #BusinessConsulting
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"There is a critical detail about credit cards both parties should know about: When the primary account-holder for a card dies, that card cannot be used for any further transactions—even if the surviving spouse is designated as an authorized user. Someone who ignores that prohibition could be held liable for fraud." This and other important tips can be shared with clients via the article linked below. Use it to start conversations about end-of-life financial planning strategies. Put them in the position to experience the peace of mind that can only come from the feeling, "I've planned well, my family will be financially in good shape when I am gone." Links to other recent WSJ articles you can use to steer clients toward sound financial decision making can be found on our website. Let me know if you'd like to go over that section of our resource pages. #endoflifefinancialplan #peaceofmind https://lnkd.in/gUVK3j55
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When our client Laura Stewart received the devastating news that she had less than 12 months to live, although positive about her prognosis, she wanted to do everything she could to ensure her family’s finances would be secure after she passed away. Fortunately, regular annual reviews with her financial adviser, Nathan Trowbridge, meant that she was able to change her plans swiftly to take account of her considerable change in circumstances. Read more here https://ow.ly/xw3o50SK8Ht #afhwealth #clientfocus #clientfirst #financialplanning
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A solid estate plan is key to protecting your elderly loved ones from financial abuse. By setting up trusts, wills, and other tools, you can safeguard their assets and ensure their wishes are honored. Appointing trusted individuals for financial and medical decisions further secures their well-being. Contact us. Peace of mind starts with smart planning. https://bit.ly/3AvGFSM #estateplanning #estateplanningattorney #estateplanninglawyer
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A solid estate plan is key to protecting your elderly loved ones from financial abuse. By setting up trusts, wills, and other tools, you can safeguard their assets and ensure their wishes are honored. Appointing trusted individuals for financial and medical decisions further secures their well-being. Contact us. Peace of mind starts with smart planning. https://bit.ly/3AvGFSM #estateplanning #estateplanningattorney #estateplanninglawyer
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A solid estate plan is key to protecting your elderly loved ones from financial abuse. By setting up trusts, wills, and other tools, you can safeguard their assets and ensure their wishes are honored. Appointing trusted individuals for financial and medical decisions further secures their well-being. Contact us. Peace of mind starts with smart planning. https://bit.ly/3AvGFSM #estateplanning #estateplanningattorney #estateplanninglawyer
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