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Retirement

One Way to Simplify Your Tax Situation

April 25, 2025 by Joseph Belbol

There is one common situation I see every tax season, and making this change would simplify your tax situation. Number of Financial Accounts Minimizing the number of financial accounts you have, when possible, will not only simplify your tax situation, but will also help to simplify your finances. Actions to take include closing out or […]

Filed Under: Budgeting, Business, Expenses, Financial, Investments, IRS, New Jersey Tax, Retirement, Taxes

Personal Financial Planning for Business Owners in 3 Steps

March 7, 2025 by Joseph Belbol

Financial planning for business owners differs from regular W-2 employees and should be handled differently. These are 3 steps business owners should take: Step 1: Plan for Volatile Earnings This is especially true if you operate a business that ebbs and flows with economic cycles, such as construction and real estate. However, company specific changes […]

Filed Under: Budgeting, Business, Debt, Economy, Employees, Expenses, Financial, Investments, IRA, Real Estate, Retirement

Tax Scam Alerts

February 12, 2025 by Joseph Belbol

Scams are on the rise now that it’s tax season. The IRS has made taxpayers aware of popular scams on their website, including: Charity Impersonators To make sure the charity you are donating to is legitimate, then you can use the tax exempt organization search function at https://apps.irs.gov/app/eos/ Unfortunately, a contribution to a fake charity […]

Filed Under: Budgeting, Business, Debt, Expenses, Financial, Investments, IRS, IRS Resolution, New Jersey Tax, Retirement, Taxes

Unorthodox Emergency Funds

December 6, 2024 by Joseph Belbol

We are all told to set aside 3 – 6 months’ worth of expenses in a traditional savings account towards an emergency fund. It’s not a bad idea, but what if that isn’t enough for an uncommon occurrence and you’re in a bind? There are a few alternative options to accessing a larger amount of […]

Filed Under: Budgeting, Business, Debt, Expenses, Financial, Investments, IRA, New Jersey Tax, Retirement, Taxes

Overlooked Financial Maneuver

November 22, 2024 by Joseph Belbol

I’ve noticed a recurring theme over the years, and it’s more common than you would think. It’s helpful to do this one thing, especially as a business owner, and I’ll explain why. Because it’s simplistic it is often overlooked, but I’ll tell you why it is so important. The one overlooked financial maneuver is to […]

Filed Under: Budgeting, Business, Debt, Employees, Expenses, Financial, Investments, IRS Resolution, Marketing, New Jersey Tax, Real Estate, Retirement, Taxes

Would This Have Predicted Bitcoin’s Peak?

December 9, 2022 by Joseph Belbol

Starting a few tax seasons ago, the IRS started to ask the question. “At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?” What does this have to do with the price direction of Bitcoin? Let me explain. Tax preparers have to ask this […]

Filed Under: Budgeting, Business, Economy, Expenses, Financial, Investments, IRA, Retirement, Taxes

Do These 6 Things Differently than Others if You Want to Get Ahead Financially

January 25, 2020 by Joseph Belbol

Do you ever wonder what the difference is between those who get ahead and those who are constantly struggling? There is a pattern of actions that are taken repeatedly by those who get ahead, while the opposite is true of those who struggle. Action #1: Delayed Gratification The financial impact of delaying gratification for future […]

Filed Under: Budgeting, Business, Career, Debt, Employees, Expenses, Financial, Investments, Real Estate, Retirement, Self-Development Tagged With: Finances, Success

When Should Your Parents Stop Being Involved in Your Financial Affairs?

March 15, 2019 by Joseph Belbol

Our parents raised us and shaped who we are today, and there is probably nothing that we can do in comparison to what our parents did for us, except for perhaps raise our own children well. But, when should our parents stop taking charge of our finances, career and/or business? It is a good for […]

Filed Under: Budgeting, Business, Career, College, Debt, Expenses, Financial, Healthcare, Insurance, Investments, Marketing, New Jersey Tax, Retirement, Self-Development, Taxes, Technology, Time Management Tagged With: Parents

Small Business, Large Profits

December 20, 2018 by Joseph Belbol

All small business owners want to increase sales, open new locations, obtain more customers, add employees and grow, grow, and grow some more. It sounds good, but is it really necessary? Is there an alternative? Necessity: It is necessary to grow your business as the alternative isn’t too appealing. You have financial obligations and people […]

Filed Under: Budgeting, Business, Debt, Expenses, Financial, Marketing, QuickBooks, Retirement, Self-Development, Technology, Time Management Tagged With: business, Marketing, profits

Is It Better to Pay Off Debts or Invest?

November 16, 2018 by Joseph Belbol

Almost everyone has some sort of debt and economic data shows that this is the case. Between mortgages, student loans, credit cards, business debts, and auto loans and leases (yes, a car lease is debt), many people find themselves allocating large portions of their income towards debt payments. When you are in a position to […]

Filed Under: Budgeting, Business, Debt, Expenses, Financial, Investments, Retirement Tagged With: debts, Expenses

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