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Archive for Author: wealthana

New FAFSA Deadlines Help College Financial Aid Application Process

Applying for financial aid for college is becoming less stressful after President Obama changed the earliest FAFSA filing date from January 1st to October 1st. This means that the FAFSA can be submitted on October 1st for the 2017-2018...

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Identity Theft-5 Things You Need to Know

Identity theft is on the rise. The most recent statistics come from 2014, according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is nearly 7% of US residents. Most victims...

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Practical Advice on When to Take Social Security

The topic of when to take Social Security receives much attention, for good reason.  It may be the single largest resource for many people retiring today. Unfortunately, some of the strategies to maximize benefits were taken away this year. ...

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Why are brokerage firms 1099’s always so late? I need to do my taxes!

TaxesIt’s that time of the year again – tax season. It is time to gather all your documents and either prepare your own return or meet with your accountant.  Yet you haven’t received your 1099 form, the report that...

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