The twice-monthly newsletter brings finance updates and news to your inbox.
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Stay Informed
Here's one way to help protect yourself from identity theft.
CONSUMERREPORTS.ORG
How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
LIFEHACK.ORG
5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
CNBC.COM
39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
The twice-monthly newsletter discusses financial news and more.
MICHAELBARTOLOTTA-JR.MYHOMEHQ.BIZ
Helpful Insights
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
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Finances & Divorce: What to Know
The twice-monthly newsletter discusses everyday finance topics.
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Finance News and More
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
NOLO.COM
Financial Powers of Attorney: Do You Need One?
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
Do you have questions about business expense deductions? The IRS has issued new guidance:
IRS.GOV
IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Closing a business is rarely simple. Here are a few considerations to keep in mind.
CNBC.COM
Thinking of closing your business? Avoid these last-minute tax surprises
Whether you're saving more or less these days, it's important to review your plans and goals.
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Has your situation changed?
Keep in touch by subscribing to the twice-monthly newsletter.
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Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
The twice-monthly newsletter brings helpful finance updates and insights to your inbox.
MICHAELBARTOLOTTA-JR.MYHOMEHQ.BIZ
Stay on Track
Here's some information remote workers may want to keep on their radar.
CNBC.COM
Working remotely from different states? You could face additional state taxes next year
Are you curious about the tax rules for working from home? Here's an overview -- and as always, reach out with any questions you have.
NEXTAVENUE.ORG
The Tax Rules for Home Businesses and Working From Home
Here are a few guidelines for naming a qualified trustee.
FEDWEEK.COM
Making Sure Your Trustee is Trustworthy
Watch out for these common missteps, including lifestyle creep and inconsistent budgeting.
MICHAELBARTOLOTTA-JR.MYHOMEHQ.BIZ
5 Financial Mistakes Even Wealthy People Make
The twice-monthly newsletter brings helpful information to your inbox.
MICHAELBARTOLOTTA-JR.MYHOMEHQ.BIZ
Finance Insights and Updates
Have you factored in these potential costs? Find out how to prepare.
MICHAELBARTOLOTTA-JR.MYHOMEHQ.BIZ
These 3 Expenses Can Surprise Retirees
Stay up to speed by signing up for the twice-monthly newsletter.
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Finance Updates and More
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?
NEXTAVENUE.ORG
Why Gen Xers Are Way More Worried About Money Than Boomers
Find out how a few small foundations are making surprisingly far-reaching impacts.
NYTIMES.COM
Small Donations Aiming to Make a Big Splash
Have questions about sustainable investing? Find out how ESG factors may vary by company and industry.
CNBC.COM
Here's how companies factor in environmental, social and corporate governance concerns
Get ready for tax season by reviewing a few essentials.
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5 Tax Considerations to Keep in Mind
