Fidelity

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

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[Updated for 2015-2016 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. Employer W-2. This […]

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Simpler and Smarter Investing With a 3 Index Fund Portfolio. Choosing Between Vanguard and Fidelity Equity Funds

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As discussed in earlier articles I am streamlining and simplifying my investing strategy. In a nutshell this means going from holding a bunch of stocks, ETFs and mutual funds to just holding three low-cost index funds that provide the diversification and exposure I need. It is also a much more simple and dare I say, […]

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How Does Your 401K Compare with Plans Hitting 10 Year Highs

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With stock markets back up, it is little surprise that 401K retirement plans have recovered most of their losses since the crash of 2008.  In a recent study covering 11 million participants across nearly 17,000 corporate plans, the nations largest retirement plan administrator Fidelity Investments, found that the average 401(k) account balance was $71,500 last […]

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