ExcellAgent - Page 5

Ramp Corporate Card: Complete Review and Comparison for Small Businesses in 2025

Ramp Corporate Card: Complete Review and Comparison for Small Businesses in 2025

Ramp Corporate Card offers 1.5% cash back, zero fees, and AI-powered expense tools for U.S. businesses. Compare it to Brex and Corpay to see why it's the top choice for startups and growing teams in 2025.

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Counter-Terrorist Financing (CTF): Controls and Reporting Explained

Counter-Terrorist Financing (CTF): Controls and Reporting Explained

Counter-Terrorist Financing (CTF) prevents funding for terrorism through controls like risk assessments, customer due diligence, and Suspicious Activity Reports. Learn how FinCEN, FATF, and OFAC enforce global standards and what institutions must do to stay compliant in 2025.

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Shared Wallets and Joint Budgets: Managing Money as a Couple

Shared Wallets and Joint Budgets: Managing Money as a Couple

Shared wallets and joint budgets help couples reduce money fights by building transparency, trust, and alignment. Learn how real couples use apps like Honeydue, YNAB, and Goodbudget to manage money together - and avoid the pitfalls that lead to conflict.

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Trust Accounts for Investment Purposes: Setup and Management

Trust Accounts for Investment Purposes: Setup and Management

Trust accounts let you invest assets for others under legal protection. Learn how to set one up, choose between revocable and irrevocable types, manage investments, avoid common mistakes, and ensure compliance with state and federal rules.

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Creating Your First Investment Plan: Step-by-Step Instructions for Beginners

Creating Your First Investment Plan: Step-by-Step Instructions for Beginners

Learn how to create your first investment plan with clear, step-by-step instructions. Start with debt payoff, build an emergency fund, choose low-cost index funds, automate contributions, and rebalance annually. No fluff, no hype - just what actually works for beginners.

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Broker Outages: What to Do When Platforms Go Down

Broker Outages: What to Do When Platforms Go Down

When trading platforms crash during market volatility, investors lose control of their portfolios. Learn why outages happen, how long they last, and the proven steps to protect your money before the next crash.

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Backdoor Roth IRA: How to Beat the Pro-Rata Rule and Keep Your Conversion Tax-Free

Backdoor Roth IRA: How to Beat the Pro-Rata Rule and Keep Your Conversion Tax-Free

Learn how to use the Backdoor Roth IRA to save for retirement tax-free, even if you earn over $161,000. Avoid the Pro-Rata Rule with clean money tactics and file Form 8606 correctly.

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Emergency Fund Goals: How to Adjust Your Savings Target for Real Life

Emergency Fund Goals: How to Adjust Your Savings Target for Real Life

Emergency funds aren't one-size-fits-all. Learn how to adjust your savings goal based on your income, job stability, family needs, and living situation to build real financial security.

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