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Finance Questions, Loans, Insurance & Investment Advice Latest Questions

yusra
yusraTrusted Adviser
Asked: September 14, 2023In:

At what point in terms of net worth, income, or financial complexity does it become advantageous to hire professional financial guidance from a financial advisor, money manager, or financial planner to more effectively invest, grow wealth, minimize taxes, and achieve ...Read more

At what point in terms of net worth, income, or financial complexity does it become advantageous to hire professional financial guidance from a financial advisor, money manager, or financial planner to more effectively invest, grow wealth, minimize taxes, and achieve long-term financial goals?

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  1. Light
    Light Trusted Adviser

    You understand when such money begins accumulating; it’s not a matter of making a few dollars, or cents here and there. Perhaps if it gets to that point it might be helpful if someone could manage it for you. If your finances get complicated think investments, taxes, by planning for the future you wRead more

    You understand when such money begins accumulating; it’s not a matter of making a few dollars, or cents here and there. Perhaps if it gets to that point it might be helpful if someone could manage it for you. If your finances get complicated think investments, taxes, by planning for the future you would like someone who understands the in and out. It’s as if the person hires a coach for their money so that they do not mismanage.

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spencer
spencerEnlightened Mentor
Asked: June 25, 2024In:

How can I be able to manage my finances, file taxes and audit my financial statements without hiring an accountant?

How can I be able to manage my finances, file taxes and audit my financial statements without hiring an accountant?

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  1. Abigael
    Abigael Trusted Adviser Abigael

    It is very possible to manage your finances without hiring an accountant, you can do it on your own. This is by first tracking your expenses to know how much you make, how many bills you need to pay and what expenses you need to cover. Then use a budgeting plan such as an app or your own note pad toRead more

    It is very possible to manage your finances without hiring an accountant, you can do it on your own. This is by first tracking your expenses to know how much you make, how many bills you need to pay and what expenses you need to cover.

    Then use a budgeting plan such as an app or your own note pad to plan on how to spend your money. Then make sure to follow that plan fully. You also need to include investment and saving in your plan in order to keep and grow your money.

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Abigael
AbigaelTrusted Adviser
Asked: August 25, 2023In:

Each business reaches a point where they require employees to help in the running of business. So they have to hire them through a set criteria. There are those that advertise the position online while others send posters. Others advertise by ...Read more

Each business reaches a point where they require employees to help in the running of business. So they have to hire them through a set criteria.

There are those that advertise the position online while others send posters. Others advertise by asking within existing employees if they know anyone that would fit for the job.

What criteria do you use to hire new employees in your business?

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  1. eldavis
    eldavis Enlightened Mentor Graphic designer

    My business is still a growing one so i do not have need for an employee at the moment, but when the time actually comes, i believe the first thing i woul consider is their skills and qualifications. Any employee i want to hire needs to actually have knowledge on whatever it is i am employing them fRead more

    My business is still a growing one so i do not have need for an employee at the moment, but when the time actually comes, i believe the first thing i woul consider is their skills and qualifications. Any employee i want to hire needs to actually have knowledge on whatever it is i am employing them for. Then again another important aspect is if they are trustworthy and how they handle the position. Having skills is one thing, but you need to be someone i can work with.

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