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Resources

 

Learn to Succeed

Financial success isn’t something that happens on accident – you need to learn and work hard to achieve it.

The following articles are a way we “pay it forward” from what we’ve learned in the past.

 

INDIVIDUALS


  • What you need to do before changing marital status
  • Tax implications of making a loan to friends / family
  • How to avoid IRS penalties on 401 (k) distributions
  • You should check your credit report annually
  • 9 Basic rules for building a Nest Egg
  • How to Calculate your Net Worth
  • Tax tips for Investors

BUSINESS


  • 5 Ways to Manage Business Debt
  • 8 Important Year-round tax planning strategies
  • How to Overcome 9 Challenges Facing Small Businesses
  • How to Develop a Strategic Plan for your Business (8 Steps)
  • The Importance of Understanding Cash Flow Statements

 

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Contact Info

© 2019 FreedomPeak Financial LLC | 3900 N. Causeway Blvd., Suite 1200 | 888-204-4242 | contact@freedompeakfinancial.com