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How to Save for a House While Investing for Retirement

June 14, 2025 by admin

How to Save for a House While Investing for Retirement

  Saving for a house and investing for retirement are two of the biggest financial goals many people pursue—but trying to do both at the same time can feel like a balancing act. One requires upfront cash for a near-term purchase, while the other is a long-term investment in your future. How do you prioritize […]

Filed Under: Real Estate

How to Set Up a Bookkeeping Cycle in QuickBooks Online

May 14, 2025 by admin

How to Set Up a Bookkeeping Cycle in QuickBooks Online

Do you have a regular schedule you follow with your QuickBooks Online work? It can be a good strategy. Bookkeeping is cyclical. You tend to do the same things over and over, which may get to be a bit of a drag for you. QuickBooks Online can automate some processes, and it certainly helps minimize […]

Filed Under: QuickBooks Tips

When Should You Sell an Investment?

May 14, 2025 by admin

When Should You Sell an Investment?

Selling an investment can be more difficult than buying one for many investors. When you buy an investment, you obviously have high hopes for how well that investment will perform. Unfortunately, it’s unlikely that every investment will meet your expectations. In that situation, holding on to your investment essentially means that you are not putting […]

Filed Under: Investments

Managing Business Debt: Strategies for Maintaining Financial Health

March 11, 2025 by admin

Managing Business Debt: Strategies for Maintaining Financial Health

Debt is a common and often necessary part of running a business, providing opportunities to expand operations, invest in new equipment, or navigate periods of low cash flow. However, managing debt effectively is critical to maintaining financial health and ensuring long-term success. Poor debt management can lead to cash flow issues, damaged credit, and even […]

Filed Under: Best Business Practices

Give Your Finances a Quick Once – Over with QuickBooks Online

February 11, 2025 by admin

Give Your Finances a Quick Once – Over with QuickBooks Online

Got 15 minutes? That’s all it should take to log into QuickBooks Online and get a quick read on the state of your finances. How does QuickBooks Online fit into your normal workday? Do you only log in when you have to send an invoice or record a payment, for example? Do you save up […]

Filed Under: QuickBooks Tips

What Is a 1031 Like-Kind Exchange?

January 11, 2025 by admin

What Is a 1031 Like-Kind Exchange?

A 1031 like-kind exchange, named after Section 1031 of the Internal Revenue Code, allows investors to defer capital gains taxes when exchanging one investment property for another of like kind. This tax-deferral strategy is widely used by real estate investors to grow their portfolios and optimize their tax liabilities. How Does a 1031 Exchange Work? […]

Filed Under: Real Estate

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