Step one – invest money into an asset Step two – Get your cash back Step three – Keep control of the original asset Step four – Move the money to a new asset Step five – Get your cash … Continue reading
August 11, 2017
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Tag Archives: Financial
June 26, 2017
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Ways to Prevent Employee dishonesty
You’ll find most of your employees are honest and walk the straight and narrow. However, not all employee fraud is intentional. From disorganized expense reports to poorly defined office procedures, employee mistakes could be costing your client thousands. Here’s some … Continue reading
August 29, 2015
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Have You Made Any of These Top 9 Estate Planning Mistakes People Make Before They Die.
by ELISABETH DONATI on JUNE 15, 2015 People work their entire lives to pay off a mortgage, accumulate savings, fund a retirement plan, and to create a financial legacy for their children. Unfortunately, many fail to create a proper Last … Continue reading