Those $%*#@ blankety-blank 1099s

In the financial world, January in the US is known as “1099 month.” Banks, brokerages, payroll services, and CPAs spend many hours preparing the documents. Taxpayers wait for them with mixed emotions, knowing they need the information to do their tax returns and at the same time dreading having to figure out exactly [...]

Think Before You Shred

If you’re like many folks in the US during the first week of January, you’ve resolved to get rid of a lot of clutter in your life, get your finances in better order, and file your taxes early this year.
Right?
Before you turn on the shredder to help you dispose of the reams of paper [...]