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What Tax Documents Do Investors Need to File?

Category: Financial Planning » Taxes
By Emily Ozanne
03/04/2022

I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Taxes
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.