DeFreitas & Minsky Accounting Blog

5 Golden Rules every new Individual Investor Should Follow

Posted by thallissey on Jan 10, 2019 10:00:00 AM

Investing is not for the faint of heart. To be successful, individual investors must develop a strategy that can be followed over a long period of time. If you are new to the game, these simple rules can help you build a profitable portfolio.

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Topics: Financial Planning, investment

Personal Investment Tips to Help you Have a Profitable 2019

Posted by thallissey on Dec 19, 2018 10:00:00 AM

If one of your New Year’s resolutions is growing your wealth, you will benefit from developing a solid personal investment strategy first. From 401(k)s to high-interest savings accounts, there are many viable options to consider in individual financial planning. Before you start setting new goals, learn about how to improve your financial health in 2019.

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Topics: Financial Planning, investment

What is Compound Interest, and How does it Work?

Posted by thallissey on Nov 21, 2018 10:00:00 AM

It’s something that is part of our daily lives. It determines how some of your investments grow, and how much money you may owe a lender. But, do you actually know what is compound interest? It is an important part of financial literacy, which is surprisingly simple to learn.

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Topics: Financial Planning

How to Protect your Nest Egg with the 4 Percent Rule

Posted by thallissey on Nov 7, 2018 10:00:00 AM

You’ve done the right thing and developed a nest egg. But, do you know what to do with it now that you have retired? Unfortunately, many retirees make the mistake of being too frugal, because they do not know about recommended personal financial planning guidelines. If you have stopped working recently, learn how to strike the right balance in spending your savings.

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Topics: Financial Planning, retirement

5 Financial Benefits of Owning a Residential Rental Property

Posted by thallissey on Oct 3, 2018 10:00:00 AM

If you are looking to invest, there are many ways to make money. One commonly overlooked method is owning a residential rental property. It is quickly becoming a more popular investment option, because it generates income, appreciates in value and provides many tax benefits.

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Topics: Financial Planning, investment

5 Millennial Investing Tips every Young Person Should Know

Posted by thallissey on Sep 12, 2018 10:00:00 AM

The earlier you can start investing, the better off you will be financially in retirement. Whether you recently graduated college or you just bought your first house, you can benefit from these basic millennial investing tips to help you grow wealth over time.

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Topics: Financial Planning, investment

Solid Investment Strategies for Small Business Owners

Posted by thallissey on Aug 22, 2018 10:00:00 AM

Individuals and business owners tend to think differently about investing. With company assets and a legacy to consider, small business owners benefit from developing investment strategies that enhance income rather than supplement it.

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Topics: Financial Planning, investment

5 Strategies for Managing Rapid Business Growth

Posted by thallissey on Jul 24, 2018 10:00:00 AM

Rapid business growth is the goal of many owners, but it can come with its own set of problems. Whether you overextend your budget or fail to keep up with demand, the consequences of missteps at this stage can be fatal. If your company is expanding and you would like to keep it that way, try these five simple strategies for business leaders.

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Topics: Business Accounting, Financial Planning

What is the 50 30 20 Budget, and How does it Work?

Posted by thallissey on Jul 11, 2018 10:00:00 AM

Are you new to budgeting or searching for a money management solution to fit your lifestyle? Maybe, you should try the 50 30 20 budget. It’s a great way to develop a balance between the money you spend on obligations, goals and splurges.

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Topics: Financial Planning, retirement, investment

How to Manage Finances in a Small Business

Posted by thallissey on Jun 21, 2018 10:00:00 AM

Small business owners don’t have it easy. Within the first 18 months, eight out of 10 new companies close their doors for good. One major reason is an inability to balance the books. If you are an aspiring entrepreneur, your company will have a much better shot at success if you learn how to manage finances the right way.

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Topics: Business Accounting, Financial Planning

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Find answers to any accounting questions you have.

These questions are usually from our clients.  If you would like to send us a question, please email us at info@dmaccountingfirm.com or ask on one of our social accounts.

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