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2. Year-to-date - Wikipedia

   en.wikipedia.org/wiki/Year-to-date

   Year-to-date is used in various contexts to record the results of an activity from the beginning of the year up to the present day. This period excludes the current day if it is not yet complete. In finance, YTD figures are often included in financial statements to detail the performance of a business entity. Providing YTD results for the ...

3. Financial statement - Wikipedia

   en.wikipedia.org/wiki/Financial_statement

   Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management ...

4. Form 10-K - Wikipedia

   en.wikipedia.org/wiki/Form_10-K

   A Form 10-K is an annual report required by the U.S. Securities and Exchange Commission (SEC), that gives a comprehensive summary of a company's financial performance. . Although similarly named, the annual report on Form 10-K is distinct from the often glossy "annual report to shareholders", which a company must send to its shareholders when it holds an annual meeting to elect directors ...

5. 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.

6. List of FASB pronouncements - Wikipedia

   en.wikipedia.org/wiki/List_of_FASB_pronouncements

   This article is an incomplete list of Financial Accounting Standards Board (FASB) pronouncements, which consist of Statements of Financial Accounting Standards ("SFAS" or simply "FAS"), Statements of Financial Accounting Concepts, Interpretations, Technical Bulletins, and Staff Positions, which together presented rules and guidelines for preparing, presenting, and reporting financial ...

7. 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.