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Don't Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Many people work for large corporations who offer stock plans as part of their employee compensation packages. While getting company stock (hopefully at a discount!) can be nice, when tax time rolls around, the extra documents received leaves many with quite the headache. Although each stock plan will be different, we wanted to explain one of the more common confusions with stock plans and their tax forms.

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To Delay, or Not To Delay. That is the Question

For most people, from the time they begin work they also start paying Social Security taxes. For many, the time to collect comes up faster than they think, and they are forced to answer the question, when do I collect? As financial advisors this is a question we help our clients with on a regular basis. We hope to give you some thoughts on the age-old question, to delay, or not to delay.

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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Don't Forget To Do This Or Face a 50% IRS Penalty!

Ah, the holiday season. For many this can be the most enjoyable time of year, spending much needed time with friends and family. This is also a notoriously busy time, and sometimes, managing your finances inadvertently gets put on hold. If you're over 70 ½, or will be by the end of the year, forgetting to take your required minimum distribution can have major tax consequences.

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