When thinking about financial planning, it’s important to consider the long-term. What plans should be put in place in order to prepare for the future? For financial advisor Larson Gunness a central question is this: are we optimistic or fearful of the future? In typical original fashion, his article looks at the urgent global issues of our
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As advisors to nonprofit organizations ALSD often encourages them to strengthen their boards by adding qualified businesspeople. But for the businesspeople themselves – what to expect? Author Gayle Gifford has been helping our clients for years. For Gayle, “nonprofits are a commitment to our society to create a more just and peaceful world of hope,
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This issue brings together recent developments and strategies about paying for health care and disability. It’s a complicated — but important — subject. I hope there is something useful for everyone. (And if not, there is a little family anecdote.) Q: Is there anything GOOD that came out of the last budget bill? –M. McConnell,
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Click on the shoebox to download a PDF The Basics Prior Year A copy of last year’s federal and state tax returns, if you’re a new client Earnings W-2 statements of employment earnings 1099-MISC statements of freelance earnings Self-employment summary of all your earnings, whether on a 1099 or not Investments Investment statements (1099’s) reporting
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