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This might be a stupid question, but it's one I have been

Hello, This might be a stupid question, but it's one I have been struggling with for along time. I'm a small business owner who uses freshbooks for my book keeping. My American Express and Capital one small biz card is hooked up to it, as well as my bank debit card. Ex: when I make a purchase on one of my credit cards, the transactions shows up in freshbooks, and I categorize it accordingly, Then when I pay my bill for the card I show that in my expense reports as well. My question is this. Am I duplicating the expense report by showing the same expense twice? It shows up once as the actual expense, and then again when I pay the bill as accounts payable. I just want to make sure my P&L's are correct.ThanksJarrett

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,694 satisfied customers
I'm trying to build my credit history ... Will using my

I'm trying to build my credit history ... Will using my debit card for all the transactions smallest to biggest affect it negatively?Any tips on building a good credit?

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bkb1956

Enrolled Agent, Paralegal

5,128 satisfied customers
If I forgot to bring my debit card with me to the bank,

If I forgot to bring my debit card with me to the bank, would they still let me withdraw money from my bank account if I have my drivers license and social security card with me?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,694 satisfied customers
I need to find out about debit card transactions, over 2

Hi, I need to find out about debit card transactions, over 2 1/2 years credits have been made using multiple cards due to them braking and being replaced if an auditor picks out one of those transactions and suspects theft, Will they search on the systemfor transactions made using the last four digits of that card or will they be able to see that all transactions are linked to the same bank account no matter what card was used?

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Shawn P Adamo

CEO

Bachelor's Degree

4,726 satisfied customers
I'm 58 years old and never had a credit card. Looked up my

I'm 58 years old and never had a credit card. Looked up my credit report&it saids I have no credit with a score of 736-748. I have brought things on credit with payment plans. I have never late with my payment plans or paying my bills. my ? is which credit card should I apply for? I do have a job making $9 an hour 5 days a week 30hrs a week.

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5,014 satisfied customers
I have an investment portfolio that consists largely

Hello,I have an investment portfolio that consists largely of mutual funds (almost 100%). I have some money invested in equities but only about 4% of my total portfolio.My question is how can I track the performance of the various mutual funds I've invested in? I understand their evaluations are delayed but how long?I just want to know I can calculate/reference the amount my portfolio has changed from the previous day after the market closes. For instance, I want to know how much money I made/lost today based on my mutual funds' performance today as soon as possible? I just don't know when that is precisely.Please advise and thank you in advance.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,694 satisfied customers
So I opened up this and you can answer what was pending and

So I opened up this and you can answer what was pending and provide some new ideas.. Definitely most welcome!Just an update, the RBS card you had in the list changed to Citizens bank, no idea if the same, easier or harder now.http://citizensbank.rbsnb.com/card_offers/disclosures/applynow_cashback.html

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,694 satisfied customers
Traditional or Roth IRA? I am leaving my job and have a

Traditional or Roth IRA? I am leaving my job and have a pension to rollover to an IRA. Not sure which is best. Our situation: Pension amt is $55k. I am leaving my job to care for my disabled husband full-time. Our only income will be his SSI (Disability)and company disability, totaling $2k a month. We will need to withdraw funds almost immediately, and regularly, to pay living expenses (housing/food/etc), medical bills, and medical insurance for me. He has a Medicare advantage plan we pay $150 a month forwhich is deducted from his social security (in case that makes a difference). I am 46 and my husband is 53. My husband has been disabled since 2003 (in case it makes a difference as well). Which is the best IRA for our situation? What will the penalties/taxes/etcbe on each disbursement taken? I've been searching for websites comparing the best institutions that offer IRAs but can't locate a good one -- any suggestions? Thanks!

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PDtax

Owner

Master's Degree

6,976 satisfied customers
As a tax preparer, can I pay the taxes due client and

As a tax preparer, can I pay the taxes due for my client and collect the same amount from them through a check as they do not have bank account.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,694 satisfied customers
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