If you receive social security benefits then by the end of January you should receive a statement, Form number SSA-1099, from the Social...
READ MOREHow many check the bill before you pay it at restaurants?
by baklau | Financial Records
There are times when I’m out to eat and I get the bill that I don’t even check it. I just reach for my credit card and pay it. Now...
READ MORE5 reasons you need accurate up-to-date accounting records
by baklau | Financial Goals, Financial Planning, Financial Records
It could make or break your business. Accurate and up-to-date accounting records are the backbone of any successful business: Here are just 5...
READ MOREAre You Thinking About Early Retirement? Some Things to Consider
by baklau | Financial Goals, Financial Planning
Most people would love to be able to retire early. Understanding how to properly invest and save money is only part of the issue. To be...
READ MOREKeeping accurate books helps on your tax return
by baklau | Financial Records, Taxes
Do you wait until the year is over to update your books? If so, you’re missing out on seeing if you could have saved some money before the year...
READ MORESIGN UP FOR FREE SMART TIPS!
We are here to be a helpful source to our clients, if you’d like to receive our free smart tips and advice, sign up below!
Sign Up Now!
For Email Newsletters you can trust.