 What paperwork does your tax preparer need?
|
Whether you are preparing your own tax return or using a professional, it's imperative to organize all the necessary paperwork required to prepare your return. Many clients have asked me what paperwork they should be gathering in order to prepare their tax return. In response to their inquiries, I prepared a checklist which is available on The Alexandrite Group's website. For more ideas on how to organize your financial affairs and for private, individual counseling, consider partnering with The Alexandrite Group. Make an appointment with Diane Nissen Friedman, today. |
What is an annuity?
|
An annuity is a contract sold by an insurance company. It is considered a life insurance product and the agent who sells it receives a commission. You either make a lump-sum payment or series of payments to the insurance company. In
return, you receive periodic payments beginning
immediately or at some future date from the insurance company.
Learn more about annuities.
|
Money Saving Tip for March 2010
|
Are you still paying $1.25 for every directory assistant phone call? If so, consider trying free services that provide the same information.
Here are two services that I have been using and are programmed into my cellphone:
- Google (800)466-4411
- Microsoft (800)555-8355
|
