by lindapowell | Jan 28, 2021 | Articles, Newsletters
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by lindapowell | Jan 21, 2021 | Articles, In The News
Explaining the many types of 1099 forms and their uses What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S.1 Who...
by lindapowell | Dec 8, 2020 | Articles, In The News, Uncategorized
Numbers to know for the new year On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary...
by lindapowell | Oct 9, 2020 | Articles, In The News
Six areas of personal finance to review When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent...
by lindapowell | Aug 19, 2020 | Articles, Newsletters
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