Author: Josh Keppen
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Filing Your Taxes: Tips for a Stress-Free Tax Season
The beginning of the year is a perfect time to start preparing for tax season. Filing your 2025 taxes doesn’t have to be overwhelming, especially when you approach it with a plan. Whether you’re an individual taxpayer or a small business owner, understanding the latest tax regulations and organizing your financial records can make the…
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Navigating Post-Holiday Financial Stress
The holiday season brings joy, connection, and cherished memories, but it often leaves financial challenges in its wake. Between gifts, travel, festive meals, and spur-of-the-moment expenses, the cost of holiday cheer can quickly spiral. As the new year begins, it’s not uncommon to feel the pinch of tighter budgets and pending bills. If this resonates,…
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Setting Financial Goals for the New Year
The start of a new year brings opportunities for reflection, renewal, and goal-setting. For many, it is the perfect time to take a closer look at financial health and envision the future. Setting financial goals for the new year provides a roadmap to stability, growth, and fulfillment, whether to pay off debt, save for a…
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Preparing for Tax Time: A December Guide for Individuals
Starting your tax preparation in December is the perfect time to get ahead. With the right approach, you can avoid the stress of last-minute scrambling, ensure accuracy, and even uncover opportunities to save money. Whether you’re a seasoned filer or approaching tax preparation for the first time, here’s how you can start preparing for tax…
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The Ultimate Guide to Decluttering
Reducing paper clutter has become essential to managing personal and professional life. In a world where most of our daily tasks are digitized, excess paper can feel like a throwback to an era that no longer suits today’s fast-paced, organized lifestyles. If you’re looking for ways to cut down on paper, stay organized, and regain…
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Personal Branding for Small Business Owners
Personal Branding is how you present yourself as an individual, particularly as a business owner. It’s a strategic practice that defines and communicates your unique value proposition. Personal branding builds trust and helps differentiate you from competitors, which is crucial for attracting clients, customers, and partners. Personal branding can be a powerful asset for small…
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How to Protect Your Small Business from Disasters
Disasters, whether natural or man-made, can disrupt any business. Preparing for these events is crucial to ensure your small business can quickly recover and continue operations. Here are some essential steps to help safeguard your business: By taking these steps, your business will be better prepared to handle and recover from unexpected disruptions quickly. For…
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Giving Back to the Community
Neat’s Back-to-School Supply Drive with Gwen & Olivia’s Branches As the back-to-school season kicks into gear, The Neat Company is thrilled to announce a heartwarming initiative that’s making a difference in our local communities. This year, we partnered with Gwen & Olivia’s Branches to collect and distribute essential school supplies to students in need. It’s…
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Neat Updates: Smarter Financial Management Management.
What’s New in Neat New Desktop Application – in Beta The new all-in-one desktop application allows you to scan and manage your files at the same time. Archive Connected Financial Accounts – Released Hide connected financial accounts you no longer want to see in your transactions. Keep the transaction history for reporting. Delete Transaction Accounts…
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Master Your Finances with a Comprehensive Financial Plan
In the ever-evolving landscape of personal finance, having a clear and structured plan is essential to achieving long-term financial security and reaching your life goals. A personal financial plan serves as a comprehensive roadmap, guiding you through the complexities of managing your finances. Unlike a simple budget, which tracks your income and expenses over…