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Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.
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When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.
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Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.
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To get a true picture of your personal financial well-being, why not view it as a business does? Use a cash flow statement and balance sheet to find the overall net worth of “Me, Inc.”
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In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.
Read PostAt Boston Private, our mission is to simplify and strengthen your financial life. Having a trusted advisor to keep you focused on reaching your goals can help you avoid emotional decision-making.
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