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Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner at Bell Investment Advisors, participated as a volunteer in Santa Rosa on Saturday, November 3 at Free Financial Planning Day, sponsored by the Financial Planning Association of San Francisco. Along with other local CERTIFIED FINANCIAL PLANNERS™, he offered no-cost financial planning consultations to families affected by the October 2017 Santa Rosa fires. Sessions were open to anyone who had losses due to those fires. In keeping with Bell’s commitment to serving the community, Bell staff have participated in past pro bono financial planning events throughout the Bay Area. Bell maintains an office in Santa Rosa in addition to its corporate headquarters in downtown Oakland, California.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More