1) Get a free annual copy of your credit report from https://www.annualcreditreport.com/cra/index.jsp TransUnion (Experian in March and Equifax in July).
2) Don't charge more for holiday gifts than you can comfortably... pay for in full when the January credit card statements come around.
3) Take time to give thanks for another year of financial success. Review your charitable giving plans and consider making tax-deductible gifts to charity or to a donor advised fund account before the end of the year
During October and November we have to make open enrollment decisions. One of them is how to allocate our 401k (403, TSP, or another employer retirement plan) investments. Generally we have 3 to 100 choices of underlying funds, and the more choices there a...
During October and November
we have to make open enrollment decisions.
One of them is how to allocate our 401k (403, TSP, or another employer
retirement plan) investments. Generally we have 3 to 100 choices of underlying
funds, and the more choices there a...
Today my monthly reminder popped up to: Review my portfolio for tax deductible losses, IRA, SSA benefits, and more". And I was just thinking how many people would know exactly what to look for. My guess is: many. But not all would be 100% certain they ar...
- Neizvest Risk ManagementExecutive Director, present
- Neizvest AcademyFounder & Executive Director, present
Mrs. Neizvest is a CPA registered with the Delaware Board of Accountancy, graduated from the St. John’s University of New York with a B.S. in Finance and from the University of Phoenix School of Business with a M.S. in Accountancy.
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