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Personal Finance

Personal Finance is an umbrella term covering areas of finance that aren’t business. Generally it covers business-like decisions made by individuals that impacts their net worth over time. This also includes things like insurance, that helps you hedge risks in…

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37 in this archive

Bad Luck or Bad Financial Planning?
Other Perspectives

Bad Luck or Bad Financial Planning?

Tomorrow is Friday the 13th, and considering the holiday's superstitious history, I wanted to share some tips from Twitter about avoiding bad luck with finances and taxes. This article is a different kind of Social Media Round-up, but I decided that there is no better day than Friday the 13th to try something new because if it flops, I will blame it on bad luck. I find this mindset funny because I think much of "bad luck" is actually just bad planning, and I hope this Twitter commentary can help us all avoid the pitfalls of poor finances and poor tax planning. Let's get started. 

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Is the Internet Broken?
Other Perspectives

Is the Internet Broken?

It's the end of the world as we know it, just kidding. A glitch in our internet infrastructure has caused many to panic, but I'm here to clear up any confusion about why this happened and discuss what Twitter is saying about it in this social media round-up.

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Retirement Planning – Seth Bassoff
#FinanceFriday

Retirement Planning – Seth Bassoff

Retirement planning can seem boring, but when you have our #FinanceFriday guest Seth Bassoff CEPA®, APMA®, CRPS®, CRPC®, RFC® on your side, you can do some very cool things. Come check us out on this #FinanceFriday video.

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Cryptocurrency and Taxes
#TaxTipTuesday

Cryptocurrency and Taxes

Cryptocurrency and Taxes, yes you have to pay taxes on your crypto; but there are some nuances. Let's go over them with this #TaxTipTuesday.

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Stimulus Money & Spending Habits
Other Perspectives

Stimulus Money & Spending Habits

Stimulus money, stimulus checks, economic relief payments, no matter what you call it, you know that the world has been waiting for this money. Now, Coronavirus and its effect have been nothing short of devastating; however, I believe the only silver lining might be the stimulus checks. So far Americans, who are eligible, should have received three stimulus checks totaling $3200.00. With all this "unearned" money hitting our bank accounts, it begs the question, "What are people spending their Stimulus Checks on?" Well, I did some digging across Twitter and Tiktok and found some savvy spenders, some not-so-smart spenders, and some that made me laugh out loud. Let's take a look at this social media round-up. 

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Finance Friday ft Karen K Roberts Video
#FinanceFriday

Finance Friday ft Karen K Roberts Video

On this #FinanceFriday featuring Karen Kerker Roberts, financial planner and owner of The Emerald Financial Group, we discuss her new book, 20 Questions What You Don’t Know Matters.

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Outsourcing Accounting Video
Quickies with Bette

Outsourcing Accounting Video

Today we will discuss how you can better enjoy your life by outsourcing accounting. Welcome to your Monday morning at Business Quickie with Bette. How can a service like outsource accounting help you enjoy your life? Well, I will tell you.

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Work With Me Today!
Quickies with Bette

Work With Me Today!

Work With Me! One question that keeps coming up is, "How do we work with you?" There's a little bit of a process if you want to work with me.

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The Difference between Income and Cash
Personal Finance

The Difference between Income and Cash

One of the biggest challenges for small business owners is understanding the difference between Income, an Accounting Concept, and Cash, the money that they actually take out of their business. One particular thing that I had a discussion about multiple times in the last two months is income versus cash. Now most of my clients […]

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Are You Hitting Your 2017 Goals?
Quickies with Bette

Are You Hitting Your 2017 Goals?

It's July and the New Year's resolutions you made have probably been long forgotten.  But it is not too late to make changes to hit your goals for 2017.

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Wrapping Up 2016
Quickies with Bette

Wrapping Up 2016

Can you believe 2016 is over?  It's hard to believe it went by so fast.   There is still a little time left to make moves to finish off the year strong.  Here's a list of things to do to wind down 2016!

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Why YNAB (You Need A Budget)
Deeper and Longer with Bette

Why YNAB (You Need A Budget)

Do you live paycheck to paycheck? Do you have trouble hitting your savings goals or getting out of debt? Do you make money but have no idea where it goes? Do you struggle to get your cash flow under control? Then you need a budget.

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50 Cent Files for Bankruptcy – #FinanceFriday Lessons
#FinanceFriday

50 Cent Files for Bankruptcy – #FinanceFriday Lessons

Curtis James Jackson III, AKA 50 Cent, filed for bankruptcy. Despite a Net Worth of $155 million a few months prior, he now lists assets and debts between $10 and $50 Million. Individuals who quickly make huge sums of money in a short time (think pro athletes, lottery winners), forget that the level of income will not go on forever.

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