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2018/2019 Turbo Tax Guide

If you use TurboTax®, you will be able to import the below information shown on your original or corrected 1099 Tax Information Statement directly into the software. Specific statement information available for download includes: 1099-DIV: Dividends and Distributions 1099-INT: Interest Income1099-MISC:Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount...
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Why do people see a Financial Planner?

We see people from all walks of life. The first time someone comes to see us there is normally a life event that brings them to our office. This could be a milestone birthday for them or a loved one. It could be a change of jobs or a child going into a specific grade. The most common question we...
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Investing for Retirement: Longevity and Diversification

Investing for retirement is, in some ways, easy. But once it comes to investing during retirement, and investing during retirement for income, things get a bit more difficult. For one, there's the risk of longevity. "The biggest question that we can never answer is, 'How long are we going to need the money?'" says Spencer Betts, a certified financial planner...
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What should I look for in a financial planner?

Choosing a financial planner can be an intimidating process. Who can you trust to handle your finances and are they looking out for your best interests. Here are 5 questions you should ask: 1) How long have they been in the industry? Experience in important in financial services. 2) Do you have a Fiduciary responsibility to your clients? This is...
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The content is developed from sources believed to the providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionala for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on atopic that may be of interest. Advisor Launchpad is not affiliated with the name representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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