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10 Essential Personal Finance Moves Before the Financial Year Ends

BankBazaar

As a young professional in India, managing your personal finances effectively is crucial for securing your financial future. Maximise Tax Savings If you’ve opted for the old tax regime, utilise all available tax-saving avenues to minimise your tax liability. Here are essential finance moves to consider.

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15 Personal Finance Hacks for a Thriving Financial Future

BankBazaar

Personal finance management is crucial for achieving financial stability and prosperity in India. Invest in Tax-Saving Instruments Take advantage of tax-saving instruments like Public Provident Fund (PPF), Employee Provident Fund (EPF), and Equity-Linked Savings Schemes (ELSS). 15 years, 15 pearls of wisdom!

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Win new valuation engagements by asking business owners these 4 questions

Abrigo

Unlike traditional accounting services (such as tax preparation and audits) that some clients need each year, valuations are often performed to meet a one-time need triggered by situations such as a shareholder dispute, a divorce settlement or a bankruptcy. Has it been communicated to management? Do you have one? Is it documented?

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Wading Through the Waters

Independent Banker

Both of these laws pointedly changed the National Flood Insurance Program requirements over which of the banking agencies have jurisdiction. Biggert-Waters) the bank was not required under federal or state law to escrow taxes or insurance. taxes and insurance. Administration and management.

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10 Data-Driven Ideas To Increase Branch Engagement

South State Correspondent

Despite that increase in profitability, banks need to be mindful of how they manage their branch and customer base to increase profitability further. The average community bank may have 30% to 50% on mobile, while the national banks are closer to 80%. Co-locating another business within a location is likely to jump branch engagement.

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