As you begin to prepare your taxes for 2023, please make sure you have everything you need. Remember that you will probably receive 2 tax forms for your accounts: TD Ameritrade will provide tax forms for transactions through early September (Labor Day), and Schwab will provide tax forms for transactions for the rest of 2023.…

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Melinda posted a very inspirational piece last week on resolving to challenge yourself for your 2024 goals. And I hope our clients are motivated to do achieve something great in 2024! My resolution story, sadly, is not about greatness, although I feel it is a challenge for me. My personal weakness recently is sugar. I…

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After 20 years in the same house, our kitchen cabinets had seen better days. While the insides and basic structure were still okay, the white doors were overlaid with some kind of thermal layer that started peeling off at the corners. I’m kind of frugal, and have a misguided view of myself as handy, so…

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What should you do if you get a phone call from someone who knows your name, and maybe some other identifying information, and informs you that there appears to be some fraudulent transactions or issues with your bank or credit card or tax return? “Your account may have been compromised. Did you authorize a $5000…

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My family has lived in the same house for 20 years. During this time, 2 of the 800 houses in my neighborhood have been completely destroyed by fires caused by lightening. Our house backs up to a wooded area that is susceptible to fire. I’m a bit of a natural worrier, and so we have…

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