Most people worry about their financial standing. I get it. Money is on everyone’s minds, especially during these uncertain economic times.
How to Protect Yourself Against IRS Audits
Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulously you file, there’s always a chance that you’ll be audited by the Internal Revenue Service. In fact, roughly 1 in every 220 individuals were audited in 2020.
Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)
One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.
Disability Insurance: Avoid The Most Commonly Overlooked Element Of Financial Planning
Wealth protection and preservation is a vital part of any financial plan.