Solutions to Make Better Decisions with Your Taxes and Money

What to Expect When You Meet with a Financial Advisor

Whether you’re struggling to reach your financial goals or have a good start toward wealth prosperity, meeting with a financial advisor is a great way to determine a long term money strategy for you.

4 Reasons You Should Consider an IRA

Contributing to an Individual Retirement Arrangement (IRA) is an excellent way to grow your financial wealth over time. In fact, if you don’t have one, you may be missing out.

5 Tips When Using Form 1099-B for Stocks and Other Investments

Have you received Form 1099-B from your brokerage regarding the sale of your stocks and other investments? Brokerages and other financial institutions are required to send you Form 1099-B if you sold stocks or other investments in your account. They also must send copies of the forms to the IRS. The IRS matches the information […]