A lot of people think smart investing means complicated investing. That’s not true. Smart investing is usually simple investing. In fact, the most important things you can do relate to the way you go about investing, not the specific investments you pick. Here, I offer five secrets that can help … [Read more...] about How to Be a Smart Investor
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How to Prepare for Retirement
Preparing for retirement doesn’t have to be all that difficult—although it probably is a 25 or 30 year project. To prepare for retirement, you simply need to take the following six steps: Step 1: Start with a concrete retirement income goal For example, if you currently make $100,000 a year but … [Read more...] about How to Prepare for Retirement
Estate Tax Basics
If you’ve just lost a parent, spouse or other family member, you’re learning that not only is the loss an emotional trauma, but the loss creates a bunch of tax headaches as well. We want to start by first offering our condolences to you and your family. Let us try to help you and your family, … [Read more...] about Estate Tax Basics
Refreshing, Rearranging, and Modifying Imported Data
Refreshing Imported Data Over time, of course, your accounting database changes as it’s updated to reflect new activity.To refresh the imported data for these changes, simply click the Update button,which appears on the Startup Screen of the Small Business Financial Manager workbook. The Small … [Read more...] about Refreshing, Rearranging, and Modifying Imported Data