David's Family Finance

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The Best and Worst Places to Retire

There is no right or wrong answer for where you should retire, but that doesn't mean that you don't have to be prepared to plan for it. It's a big question that we ask clients because where they plan to move to, or whether they plan to move at all, can have a big effect on their budget, tax implications, real estate costs, and more. [...]

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. [...]

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. [...]

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. [...]

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