…Returns Backing up your tax returns is essential for future reference, especially when applying for loans, mortgages, or financial accounts. Digital copies make it easy to retrieve specific information when…
Read MoreSearch Results for: Finance Management Made Easy
What Documents Should I Keep vs. Shred?
by Alex Beale
It’s easy to throw up your hands in exasperation when it comes to filing papers and documents at home, and you’re likely tempted to shred everything to be done with…
Read MoreHow Should We Approach New Year’s Resolutions For 2021?
…may be unprecedented as well. A recent survey by OnePoll on behalf of Affirm, a consumer finance company, found some interesting trends. The survey asked 2,000 Americans about their ideas…
Read More5 Ways To Find Your Financial Independence
by Alex Beale
…to a strict budget will feel hard at first. However, over time, consistency with your spending habits will make following a budget easy and natural. Holding yourself accountable can help…
Read MoreLaura L. Bolton
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…Corporate Finance and Investment Analysis. Prior to joining Patriot, she worked as a Corporate Financial Analyst. Laura has experience in all aspects of business management in a variety of settings,…
Read MoreFourth Quarter 2022 Market Commentary
by Alex Beale
…[3] BLS.gov, November 10, 2022 [4] SectorSPDR.com, December 31, 202 [5] WSJ.com, December 14, 2022 [6] Finance.Yahoo.com, January 2, 2023 [7] Finance.Yahoo.com, January 2, 2023 [8] Finance.Yahoo.com, January 2, 2023…
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