#financial-organization

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#tax-planning #tax-extensions #quarterly-estimated-payments #financial-planning #fee-structures
Retirement
fromSubstack
22 hours ago

Stop Thinking About Taxes As an April Problem

Treat taxes as year-round automated maintenance: organize documents, do projections, save for payments, make estimated payments, hire a CPA, and file extensions strategically.
Retirement
fromFast Company
1 month ago

5 key reasons you should hire a financial planner

Paying a financial planner provides peace of mind through expert second opinions, fitting fee arrangements, comprehensive reviews, and improved financial organization.
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