by Kay Dee Cole | Apr 5, 2016 | News
You probably recognize the name Abigail Adams, but do you also know the names Hetty Green and Muriel Siebert? April is Financial Literacy Month, and we thought we’d share some historical and inspiring information about three very savvy American women investors. 3...
by Kay Dee Cole | Feb 2, 2016 | Taxes
Most of the tax document mailings you will receive over the next few months fall within the 1099 series of forms. Many of them are used to report payments or transaction to the IRS and need to be filed with your tax return. Be sure to have the forms on hand when you...
by Kay Dee Cole | Sep 15, 2015 | Estate Planning
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Many individuals don’t even know they are a beneficiary until the trust owner has passed away, bringing about further change to this uncertain transition....
by Kay Dee Cole | Mar 20, 2015 | Taxes
Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their computer. But it doesn’t have to be that way! Getting organized now – instead of waiting until the days before...
by Kay Dee Cole | May 14, 2014 | Decision Making, Financial Planning, Investing, Organizing Your Finances
Think about when you want to give money to charity. Do you just throw the money at the first organization you see, or do you carefully research the organizations and choose one that you believe in? For many investors, a values-based approach to investing feels most...
