Keeping your financial records organized helps you quickly find important documents. Whether it's a utility bill for proof of residency or a Social Security card for wage reporting. To learn more about staying organized click the link below. https://bit.ly/41QLrp4 CRN202612-7724177
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CERTIFIED FINANCIAL PLANNER professional | Author | Husband to an Oncology RN and Father of two
An important part of managing your personal finances is keeping your financial records organized. Take the time to find out what you need. Learn how now! https://bit.ly/3WnvjXU #financialplanning #personalfinance #organization #tipsandtricks #insights #blog CRN202706-6729343
Maintaining Your Financial Records: The Importance of Being Organized
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Help your parents age with financial security! Our article provides practical steps to plan their finances, ensuring peace of mind for everyone. #FinancialPlanning #ElderCare #WinstonSalemNC #FinancialAdvisor
Aging with Financial Security: Practical Steps for Planning Your Parents' Finances
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Today is #NationalFinancialAwarenessDay. Paying attention to the state of your finances isn’t always a fun activity, but it doesn’t have to be scary. It’s an essential part of taking control of your finances and can lead to better spending and savings habits. Talking to a financial professional can help make the process easier. Get in touch with us today https://lnkd.in/gzwVMVpG
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Help your parents age with financial security! Our article provides practical steps to plan their finances, ensuring peace of mind for everyone. #FinancialPlanning #ElderCare #WinstonSalemNC #FinancialAdvisor
Aging with Financial Security: Practical Steps for Planning Your Parents' Finances
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Spring is a time for decluttering – and that includes your finances! It’s important to do a bit of “financial spring cleaning” each year to keep things organized. Find out what documents you should be saving, and what’s safe to shred: https://ow.ly/7tya50QZSAx! 💸🌷 #FraudPreventionMonth #FinancialLiteracyFriday #ItsAMoneyThing #FinancialSpringCleaning #OrganizeYourFinances
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IRS Tax Debt Negotiator | Income Tax Expert @ IRSProb.com | Certified Public Accountant, Enrolled Agent, Certified Tax Resolution Specialist | Tax Planning Strategist
4 Surprising Things the IRS Already Knows About Your Finances 🧐💸 Did you know the IRS has more insight into your finances than you might think? 🤔 Here are four surprising things they already know: 1⃣ Reported Financial Records: They receive your W-2 and 1099 forms, so they often know your income before you file your return. 2⃣ Non-Reported Financial Records: During an audit, they can access additional records from your bank or financial institutions if needed. 3⃣ Social Media Postings: Your social media activity can be monitored and used as evidence in case of discrepancies or fraud. 4⃣ Emails: They might even have the legal authority to access your private emails in certain situations. Stay informed and make sure your financial records are accurate and transparent! 📑✅ #IRS #TaxTips #Finance #StayInformed
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Owner and President of Ledwith Financial Wealth Management, 24 years working with individual investors.
Today is #NationalFinancialAwarenessDay. Paying attention to the state of your finances isn’t always a fun activity, but it doesn’t have to be scary. It’s an essential part of taking control of your finances and can lead to better spending and savings habits. Talking to a financial professional can help make the process easier. Get in touch with us today https://lnkd.in/gaErdqrx
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Spring is a time for decluttering – and that includes your finances! It’s important to do a bit of “financial spring cleaning” each year to keep things organized. Find out what documents you should be saving, and what’s safe to shred: https://ow.ly/Wp3V50QZWzz! 💸🌷 #FraudPreventionMonth #FinancialLiteracyFriday #ItsAMoneyThing #FinancialSpringCleaning #OrganizeYourFinances
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Spring is a time for decluttering – and that includes your finances! It’s important to do a bit of “financial spring cleaning” each year to keep things organized. Find out what documents you should be saving, and what’s safe to shred: https://ow.ly/AYHh50QNU7I! 💸🌷 #FraudPreventionMonth #FinancialLiteracyFriday #ItsAMoneyThing #FinancialSpringCleaning #OrganizeYourFinances
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Spring is a time for decluttering – and that includes your finances! It’s important to do a bit of “financial spring cleaning” each year to keep things organized. Find out what documents you should be saving, and what’s safe to shred: https://ow.ly/RGLn50R0e42! 💸🌷 #FraudPreventionMonth #FinancialLiteracyFriday #ItsAMoneyThing #FinancialSpringCleaning #OrganizeYourFinances
