Tax Forms

Tax Forms These links will let you download the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website. 1040 U.S. Individual Income Tax...

Tax Calendar

IMPORTANT TAX DATES FOR INDIVIDUALS Please note: Tax dates are for the 2019 tax year and will be updated annually on January 1. January 31, 2020 – Deadline to send W-2 and 1099 Forms for 2019 Deadline for employers to send out W-2 Forms to employees and 1099...

Headline Risks

It is hard to avoid getting dragged down by the current news cycle; deficits, inverted yield curves, negative yields in the Eurozone, tweets, trade disputes, the Red Sox’s pitching staff.  Did I mention tweets?  No one could be faulted for asking the...

Other People’s Money

Saving for retirement is a difficult endeavor.  So why do it alone?   The good news, for folks that are fortunate to have access to an employer-sponsored retirement plan, is that you don’t have to go it alone.   Charlie Epstein, the well-known...

Government Shutdown: What, Me Worry?

The government shutdown is the all-consuming, oxygen depriving, news headline of the moment.  On one hand, it could easily be a negative influence on our stock market.  On the other hand, political tribalism has made a government shutdown an all too common...