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Kerry Moy

Professional Overview Blog

The Basics of Estate Planning

The Basics of Estate Planning

Estate planning is a process that involves creating a plan that allows your beneficiaries and heirs to receive your assets if you die or are incapacitated. It can be done with the help of an attorney. One of the goals of this process is to minimize the impact of...

Financial Tips to Help You Grow Your Business

Financial Tips to Help You Grow Your Business

As a small business owner, you have many goals for your company. Whether you want to expand your operations or increase profitability, you always focus on growth. However, achieving these goals is not always possible due to the lack of strategic planning and financial...

Pursuing a Career in Fintech

Pursuing a Career in Fintech

The rapid emergence and growth of the financial technology industry has created a wide variety of opportunities for individuals with a passion for technology. If you have a background in finance or are interested in becoming a part of this industry, this is a great...

How Budgeting can Improve Your Quality of Life

How Budgeting can Improve Your Quality of Life

Budgeting is a technique that involves laying out your expenses and income to stay within your means. It can help you reach financial goals such as paying off debts or taking a trip. For instance, budgeting for groceries might help you find the funds for an autumn...

Financial Planning for Newlyweds

Financial Planning for Newlyweds

Why is Financial Planning Important for Newlyweds? Financial planning for newlyweds will help them prepare for all the challenges that the future may bring. It may not be possible to predict what challenges they will face, but there are certainly some things the...

Tax Deductions Small Business Owners Should Know About

Tax Deductions Small Business Owners Should Know About

Small businesses are an integral part of the fabric that makes up a vibrant, economically healthy society. As such, it is important to do what you can to help them thrive. This article will focus on tax deductions that small business owners should know about....

Tips for Saving Money in Everyday Life

Tips for Saving Money in Everyday Life

As costs continue to rise due to inflation and supply chain shortages, many families are looking for ways to cut costs. Some may be trying to save for a house while others are building an emergency savings account. There are many ways to spend less money in everyday...

Choosing the Best Retirement Plan for You

Choosing the Best Retirement Plan for You

Back in the day, a pension and Social Security benefits were enough to cover most expenses during retirement. Today, people are more likely to fund their own retirements with tax breaks and other benefits. Before you start investing, it's important to consider the...

How to Pay Off Credit Card Debt Fast: The Basics

How to Pay Off Credit Card Debt Fast: The Basics

Do you have credit card debt that you're struggling to pay off? If so, you're not alone. According to a recent study, the average American household owes more than $16,000 in credit card debt. But don't worry – there are ways to pay it off fast! This blog post will...

10 Things to Know About Social Security

10 Things to Know About Social Security

Introduction Social Security is a pay-as-you-go retirement plan for workers. This system is funded through taxes, which are then paid back to the individual at some point in their lifetime. Knowing the ins and outs of this process is vital if you're planning on...