Posts on Jan 1970

Home / 2017 / February

Hurry! File ASAP!

Colleen Minnich Feb 23, 2017

If you have everything to file your taxes then it’s best to get it done as soon as possible.  If an identity thief beats you to it and uses your social security number, or a social security number that is on your return, to file then your return will reject and you will need to […]

Continue Reading

Selling Stocks/Mutual Fund Shares

Colleen Minnich Feb 16, 2017 ,

Did you know……. If you sell stocks…..even those owned in a mutual fund….you need some extra info.  And that info isn’t always on your brokerage statement.   You need to know what you paid for it and the amount of reinvested dividends through the years.  This is know as your “Cost Basis”.   Many times […]

Continue Reading