Investments

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

2 comments

[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 […]

Read the full article →

Financial Knowledge and Literacy – Debt, Bonds, Equity, Commodities, Real Estate and Other Investments

1 comment

From, Michael Fischer’s book Saving and Investing: Financial Knowledge and Financial Literacy that Everyone Needs and Deserves to Have!, here is a simple and effective summary of the various investment classes that I reference throughout this blog. DEBT AND BONDS (FIXED INCOME INVESTMENTS) The first way that we as savers can interact with users of […]

Read the full article →