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Jim Bell, CFP®
President and Founder
All human concerns are addressed more effectively when they are grounded in a deeply held philosophy. We have found that financial literacy and responsibility come to life when grounded in a philosophy of dignity. This presentation explores the relationship between dignity and money. In the context of dignity, we teach the principles of budgeting, spending, banking, borrowing, saving and investing.
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