About Amit Patel

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So far Amit Patel has created 150 blog entries.

Elder Care Services that Could Benefit You

2023-06-06T11:44:15-04:00June 12th, 2023|

Do you know how much elder care services cost? Whether your golden years consist of retirement, travel, family, or friends your estate and care needs should be considered too. Otherwise, without the right financial plan, the care and medical support you’d need could be out of reach. Things like in-home care, nurses, assisted living facilities, [...]

Is a Financial Planner Right for Me?

2023-05-15T19:01:51-04:00May 22nd, 2023|

Stop struggling to manage your money. Do you struggle to keep up with expenses or find yourself stressed thinking about things like budgets, savings, and taxes? If you answered ‘yes’ to these questions then it might be time for you to get a financial planner. A financial planner can provide a customized solution to your [...]

5 Financial Things to Consider About Post-Secondary Education

2023-05-15T18:29:17-04:00May 8th, 2023|

Is post-secondary education really worth the cost? One of the most important things to consider when it comes to post-secondary education is what it will cost. Of course, there is tuition to worry about but things like housing, textbooks, transportation and food all drive up monthly expenses. For those that are not prepared for these [...]

IRA’s: The Ultimate Guide to Understanding

2023-04-17T12:33:45-04:00April 24th, 2023|

IRAs can be a great way to save for the future. It’s no surprise that IRAs are a popular investment option. After all, they provide a tax-advantaged investment plan that can reduce yearly tax bills. But, signing up for one without reading the fine print regarding its limitations and rules could mean you using it [...]

The 5 Most Common Financial Mistakes When Buying a New Car

2023-04-03T20:13:52-04:00April 10th, 2023|

Thinking of buying a new car? Not without these financial tips. Regardless of its type, model, and cost, purchasing a new car is an exciting experience. But, without the right guidance, this excitement can quickly wear off. That’s because many people are unaware of the hidden fees when it comes to buying. Oftentimes, these fees [...]

Consider These 5 Tax Implications When Moving

2023-04-03T19:37:05-04:00March 27th, 2023|

A home will likely be the biggest purchase of your life. If you’ve ever purchased a home, you know how stressful it can be. From packing to organizing, house hunting, budgeting and so much more; moving is an exhausting process. But, in the stress of it, all people tend to forget about taxes. Given how [...]

Getting Married? 5 Things to Know Come Tax Time

2023-03-06T16:23:50-05:00March 13th, 2023|

Joint filings don’t need to be confusing. With all the excitement that goes into planning a wedding, the last thing on a couple’s mind is probably their taxes. But, if you got married in the past year, or plan to get married in the near future, tax season could be a little different for you. [...]

5 Things Your Business Should Know About Excise Tax

2023-02-21T15:07:36-05:00February 27th, 2023|

Excise tax: what is it and why should it matter to you? If you’re a business owner, there’s a lot to keep track of when it comes to finances. From deductibles to submissions, and so much more; business finances never end. Despite how busy owners are, all should be familiar with excise taxes. That's why [...]

4 Things to Know about Crowdfunding and Taxes

2023-02-07T14:23:26-05:00February 13th, 2023|

Crowdfunding is a popular way to raise money. Whether it’s for an individual, family, or workplace; crowdsourcing allows for numerous small donations to go toward a single cause. This method can lead to some incredible things happening; families being able to pay off medical debt, start-up entrepreneurs finally launching their brands, or someone bringing an [...]

Got Debt? Here are 5 Effective Ways to Pay it Down

2023-01-18T22:28:32-05:00January 23rd, 2023|

Don’t become crippled by debt. It’s no secret that debt can ruin a person’s life. With mounting bills and poor credit scores, it’s no wonder stress, anxiety, and feelings of hopelessness tend to intensify and only make the problem worse. If this sounds familiar, know that you’re not alone. We see first-hand how common and [...]

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