What to Do If You Are Missing a W-2
Think you’re ready to file your taxes? Be sure you have all documents including all W2s. What if you’re missing one? Learn what to do
ABCs of Auto Insurance
Buying insurance can be tedious—especially if you don’t know what you’re looking for. We break it down to the ABCs in this week’s Insurance Tip.
2011 Tax Season Considerations
2011 is over, but there are a few things you can do to help your tax situation. Talk to your C.P.A. sooner rather than later.
Active vs. Passive Portfolio Management
Portfolio managers employ many methods when managing a portfolio. We take a look at active vs. passive management in this week’s Financial Tip.
Disability Income Insurance for the Self-Employed
Disability income insurance protect your ability to earn an income and help with the continuation of your business. Find our more in this week’s Insurance Tip.
2012 Annual Limits Relating to Financial Planning
Need to know the contribution limits for the various retirement accounts? We have your answers! View the Sheets
Tax Tips for the Self-employed
Are you your own boss? The IRS has six key points on self-employment taxes they want you to know. Read the Article
Preretirement
Preretirement is the stage of life when you can solely focus on planning and saving for your retirement years. Learn more about Preretirement in this week’s Financial Tip.
Are You Required to File 1099s?
If you regularly use independent contractors instead of hiring employees, you may still have to file Form 1099. Read more in this Tax Tip.
What is Critical Illness Insurance?
Before you purchase a critical illness insurance policy, it is important to understand what is covered and what is not. Learn more in this week’s Insurance Tip.