When Will I Get My Employer W2, Investments 1099, Mortgage 1098 and Other Tax Return Forms and Filing Documents for 2016 Tax Filing in 2017


[Updated for 2016-2017 tax season] Before we file our tax returns there are a number of forms we need to receive from our employers, financial institutions and other entities we make money from, conducted financial transactions or did business with. Below are estimated time frames for when we can expect to receive some of these common income tax forms for the current […]

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2012 vs. 2013 IRA Maximum Contribution, Income and Deduction Limits Factoring in Employer Coverage Restrictions


I’ve written a fair bit on tax-advantaged individual retirement plans, but still keep getting lots of questions on this topic. This is likely due to two main factors. One, thanks to the complexities of our tax code, it is not always easy to find current and applicable IRA/401K information. Secondly, because you can have multiple […]

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Choices for Your 401(k) Retirement Plan When You Leave or Change Your Job Including an IRA Rollover


For those who have money stashed away in an employer sponsored 401(k) retirement account, there are a number of options they can take with those funds when they move on from their current place of employment. However, before initiating any of these choices, it’s important to understand the pros and cons of each because what […]

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Smart Ways to Prepare For Retirement by Having a Plan A, B and C


It’s time to save for retirement. It doesn’t matter how old or young you are, it doesn’t matter if you’re single or married and it doesn’t matter how good or bad the economy happens to be at this particular point in time. Some things are simple and others are complicated. This is simple. If you’re […]

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Is it Okay For an Employer to Google or Facebook You?


Most people have an online presence in today’s day and age. Whether it is passive (Google searches) or active (Facebook, Twitter) our online history is not that hard to get to for companies that have the right tools, resources and connections. But is this ethical or legal and should your employer or potential employer be […]

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Being Laid Off? Negotiate That Severance Package


Just about anything involving money is a source for negotiation, but many people don’t think about the fact that their severance package is as well. Although we don’t want to think about that day when we may be laid off, it’s important to be prepared to negotiate our compensation package. Especially if you’re in a […]

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Do I Need Disability Insurance Policy To Protect My Income

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Ask yourself this question. What is your most important and valuable asset? Think about it for a minute. Is it your house? Your savings or your 401(k) retirement plan? Your sports car or rare memorabilia? While all of these things are both important and valuable, none of them truly represent your MOST valuable asset – […]

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How Will Health Care Reform Affect My Employer or Company Sponsored Benefits?


Even though President Obama and Congress have signed into law sweeping health care reform many employees are still in the dark about how their employer sponsored health care benefits will be affected and wondering when new provisions in the approved health care bills will go into effect. Rather than reading through thousands of pages of […]

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21 Signs You are Losing Interest in Your Job That Could Get Your Fired


At some point in time most of us have been through periods where we lose interest in our jobs or vocation. This is only a problem if the lack of interest persists for more than a few weeks and noticeable changes in behavior occur. So if you are feeling this way for weeks on end then […]

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