Remove Brokerages Remove Credit and Collections Remove Transactions
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26 Investment Strategies to Simplify Your Portfolio and Save Money on Fees

Due

Many of us get monthly statements from banks, brokerages, mutual funds, and retirement plans. As a matter of fact, nearly half of American Association of Individual Investors respondents (49%) reported having two or more brokerage accounts. The ETRADE Core Portfolios robo-advisor is managed by one of the largest online brokerage firms.

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A Retiree’s Guide to Digital Finance: Terms, Tools and Tips

Due

Future transactions will increasingly become touchless as technologies like blockchain merge into operations. For retirees, digital finance means greater convenience and efficiency in retirement planning, banking, credit card and loan payments, day-to-day budgeting, and investing. Cycles will also move in real-time.

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Maximizing Your Retirement Savings with 401(k)s and IRAs

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A Roth IRA collects income tax right away. Therefore, it doesn’t make sense to put aside so much that you have to get credit card debt just to get by. Create a brokerage account. You may also want to consider opening a brokerage account after you max out your 401(k). Decide what you can realistically contribute to.

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A Comprehensive Guide to Real Estate Accounting

Lendio

By the time a property closes, there are dozens of transactions related to the realtor and their clients. Real estate accounting is a specialized branch of accounting that focuses on managing the financial transactions related to a real estate business. This can be an accounting nightmare if you don’t have a clear system in place.

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Steps to Take to Protect Yourself if you are a Victim of Identity Theft

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Your SSN, legal name, credit card accounts, bank accounts, tax files, you name it. Thieves may apply for new credit lines, rack up balances, and leave you with the balances. Many banks do a soft pull on your credit before they open a new account for you. You can view your soft inquiries on your credit report.

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Real Estate Accounting Software: The Best Options

Fundera

Set up separate bank and credit card accounts for your LLC, and make a commitment to only use your business accounts for business purposes. Both of these cloud-based software options connect to your bank and credit card accounts, making categorization of expenses a breeze. For Brokerages.

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Retirement Planning for Business Owners: 10 Strategies to Boost Your Savings

Due

You can invest your money however you want, but instead of dumping all your money into a generic brokerage account, it’s typically wise to favor tax advantage retirement accounts. Collect cash up front. Though it’s a somewhat small step to take, consider collecting cash upfront when closing new sales.