Tag: investment

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,… Read more »

How Financial Planners Charge And Understanding Their Fee Structure

A few weeks ago I began my search for a financial planner (or financial advisor as some prefer) to review my monetary situation and see if I am on the right track for a sound retirement…. Read more »

2017 Capital Gains Tax – Short and Long Term Rates Plus Other Factors to Consider

When you sell a capital asset like a stock or a home you own, the difference between the amount you sell it for and what you paid for it (cost… Read more »