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Pooja Gupta

Pooja Gupta is a wealth management consultant and financial educator, helping clients achieve their financial goals. With a strong background in portfolio management, she writes comprehensive investment guides and product reviews to aid readers in their financial planning.
Strategic Planning Framework
Strategic Planning Framework
Explore the vital elements of board of directors succession planning. Discover strategies, regulatory insights, and real-world examples to enhance leadership continuity. πŸ›οΈπŸ“ˆ
A Comprehensive Guide to 1095 Filing Introduction
A Comprehensive Guide to 1095 Filing Introduction
Navigate the complex world of 1095 filing with ease! πŸ“„ This guide covers forms, employer & insurer duties, and individual impacts. Ensure compliance! βœ…
A cozy home representing first-time buyers in Ohio
A cozy home representing first-time buyers in Ohio
Explore Ohio's First Time Home Buyer Tax Credit! Learn about eligibility, application steps, advantages, and avoid common mistakes for smarter home buying. πŸ‘πŸ’°
Strategies for Generating Income Online through Amazon Introduction
Strategies for Generating Income Online through Amazon Introduction
Explore effective strategies πŸ“ˆ to generate income online through Amazon. Learn about product selection, marketing techniques, and optimization tips for success!
Visual representation of federal loan types
Visual representation of federal loan types
Unlock the world of federal loans! πŸš€ Discover types, eligibility, and repayment options while learning how loans impact your credit score. πŸ“Š Make informed choices!
Detailed view of a credit report highlighting ERC entries
Detailed view of a credit report highlighting ERC entries
Learn how Enhanced Recovery Company (ERC) impacts your credit report. Discover its effects on credit scores & tips to manage listings effectively. πŸ¦πŸ“Š
An overview of retrieval fee structures
An overview of retrieval fee structures
Explore retrieval fee merchant accounts and how they affect your payment processing. Learn about management strategies, types, and their implications. πŸ’³πŸ’Ό
Graphical representation of price volume mix analysis
Graphical representation of price volume mix analysis
Explore the techniques and applications of price volume mix analysis πŸ“Š. Understand revenue influences and enhance decision-making in finance! πŸ’Ό
Creating an account on PayPal
Creating an account on PayPal
🌍 Setting up a PayPal account without a credit card is possible! Learn about alternatives like debit cards & bank accounts, fees, and security tips. πŸ’³πŸ”
Excel spreadsheet with mortgage calculation formulas
Excel spreadsheet with mortgage calculation formulas
Learn to create a simple mortgage calculator in Excel! πŸ“Š This guide covers essential terms, formulas, and customization tips for effective financial management. πŸ’°
Comprehensive collection of tax documents laid out for review
Comprehensive collection of tax documents laid out for review
Navigate tax season with ease! πŸ“„ Discover essential documents needed for your tax return, from income to deductions, ensuring accuracy and maximizing refunds. πŸ’°
Tax Software Comparison: TurboTax Free vs. TurboTax Deluxe Introduction
Tax Software Comparison: TurboTax Free vs. TurboTax Deluxe Introduction
Explore the features of TurboTax Free vs. TurboTax Deluxe. πŸ’° Discover pricing, pros, cons, and find the ideal tax software for your needs this tax season! πŸ“