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☆ The top 3 topics a financial planner says her Gen Z clients ask about
  + stars: | 2024-10-10 | by ( Allison Nichol Longtin | Avril Ayers | Read More | ) www.businessinsider.com   time to read: +6 min
You don't need to know exactly how you'll use your retirement savings — instead, focus on timing. I recently spoke with my financial planner, Liz Schieck, about investing and saving for retirement. I asked her what she's hearing from clients, particularly millennials and Gen Z clients, about best practices. Current trends around investing and retirementMany new clients at Schieck's firm first reach out because they want to discuss saving for retirement. Schieck believes that you don't always have to know what you're saving for.
Persons: Liz Schieck, —, Schieck, you've, they're, doesn't Organizations: Service
☆ As a freelancer, here are my top 3 tools to make tax season a breeze — for both my accountant and me
  + stars: | 2023-01-26 | by ( Allison Nichol Longtin | Read More | Read Less | ) www.businessinsider.com   time to read: +5 min
I'm careful to track my business expenses and don't shy away from spending money on valuable things. Working with my financial advisor and accountant helped me create a structure to make tax season a breeze. Be smart about business expensesOne of my biggest takeaways from the 2021 tax season was that eligible business expenses help grow your business and shrink your tax bill. One is for my invoices and business expenses and the other is for my personal expenses, bills, and contributions to savings. In my personal expense tracker, I cross-reference my bank accounts and credit cards with my bills and auto-deposits to savings accounts and investments.
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