David's Family Finance

Keeping an Eye On Your 1099-B

Custodians usually send 1099-Bs to individuals by February 15 and to the IRS by March 31. This gives people a month and a half to review the forms and identify and correct any issues before they cause any major problems. But oftentimes, such errors cannot be corrected quickly, as the custodians must make the changes and then resubmit them. [...]

All Financial Advice Is Not Created Equal

Making the step to set an appointment with a financial advisor is a big move for most people. It's a move that I encourage, especially as people work their way through their career and towards retirement. Unfortunately, many of these same people believe that there is one clear answer for their financials, and that the right advice for them can come from anyone. Just as with any profession, there are different styles, philosophies and qualities of financial advice. [...]

Is Your Financial Plan Ready For Anything?

There has been endless speculation, especially of late, on what is happening in the markets. Anyone who tells you that they know for certain what the future holds, is, well, a fool. That's not to say that there aren't indications, historical patterns, risk triggers that can tip us off on possibilities moving forward, but all in all, we are all along for something of a ride. [...]

2018 Financial Fitness Test

As we hit our stride in the new year, we often find ourselves looking for ways to ensure we find success in 2018. We look at budgets, plans, goals, opportunities, and try to put ourselves in the best position for the year ahead. We all know that in order to plan where we are going, we first have to take stock in where we've been. [...]

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