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: investment, Financial Planning

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

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: investment, Financial Planning

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: investment, 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 Build Wealth in 3 Simple Steps

Posted by thallissey on Jun 7, 2016 10:00:00 AM

A common concern for many Americans is how to build wealth both safely and effectively. Accomplishing this feat is easier said than done, but it isn’t out of reach. These three simple steps show you the way to achieve financial stability.

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Topics: Financial Planning, investment

401k vs Roth IRA: Which One is Right for You?

Posted by thallissey on Aug 6, 2015 12:05:58 PM

401k vs Roth IRA

As you begin to think about planning for your retirement, you’ll need to choose a retirement vehicle that is right for you. Since there are pros and cons to every savings plan, our chart provides an analysis of 401k vs Roth IRA.

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Topics: Financial Planning, retirement, investment

What is a 401k? And, Why Should I Have One?

Posted by thallissey on Jul 27, 2015 12:28:59 PM

What is a 401k

When students become young professionals, they soon realize adulthood requires a lot of financial planning. Most are quick to learn about managing their money. But one question stumps many recent grads: what is a 401k?

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Topics: Financial Planning, investment

5 Tips to Learn How to Manage Your Money After Graduation

Posted by thallissey on Jul 13, 2015 9:17:50 AM

Learn How to Manage Your Money

Recent college grads have more on their mind today than ever before. With a tight job market and rising housing costs, the post-college transition can be tough. But, it doesn’t have to be that way. If you learn how to manage your money now, the liberating feeling of financial independence will follow.

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Topics: Financial Planning, investment

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