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Resources

Here, we have provided various downloadable resources you can access to increase your knowledge on a variety of financial subjects. Please let us know if you have any questions about this material.

Quarter Economic Update-4th quarter 2019 - Published 01/25/2020
Now 64? Prepare to Sign Up for Medicare - Published 01/11/2018
1099 Reporting - Published 11/24/2016
Business Records Retention Guidelines - Published 05/06/2016
Personal Records Retention Guidelines - Published 05/06/2016
The Need for Power of Attorney - Published 05/06/2016

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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

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This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.