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2. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/finance/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

3. Business plan - Wikipedia

   en.wikipedia.org/wiki/Business_plan

   A pitch deck is a slide show and oral presentation that is meant to trigger discussion and interest potential investors in reading the written presentation. The content of the presentation is usually limited to the executive summary and a few key graphs showing financial trends and key decision-making benchmarks.

4. Financial statement - Wikipedia

   en.wikipedia.org/wiki/Financial_statement

   Financial analyses are often used by investors and are prepared by professionals (financial analysts), thus providing them with the basis for making investment decisions. Financial institutions (banks and other lending companies) use them to decide whether to grant a company with fresh working capital or extend debt securities (such as a long ...

5. 6 Tips for Becoming a Wise Investor - AOL

   www.aol.com/6-tips-becoming-wise-investor...

   2. Understand investment funds. Every novice investor should be familiar with different types and categories of funds. Here are a few you’ll likely see on a typical investing account menu.

6. Balance sheet - Wikipedia

   en.wikipedia.org/wiki/Balance_sheet

   In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

7. 7 Financial Milestones You Should Hit Before 40 - AOL

   www.aol.com/7-financial-milestones-hit-40...

   Here are the seven financial milestones you should hit before 40, according to our experts. Establish an Emergency Fund This financial milestone is an important one to help keep you afloat if you ...