Financial Planners
Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have an impact on your taxes. For non-retirement investment accounts, you will receive a 1099 at tax time that outlines the income that the account generated and ca…
Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S & P 500 lost 50% of its value. Home values plummeted. Banks and mortgage companies went from boom to bust seemingly overnight, and our entire f…
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage