Feature Article: Getting Ready for Tax Season
Most people start to get their 1099s from work by late January and their 1099-B and 1099-DIV will start to arrive a short time later. We will remind readers that CFD Tax Planning can help.
Lifestyle: Quiz: Passwords
At CFD’s Annual Conference, the FBI gave the CFD family an update on identity theft. Easy tasks like changing your passwords can make a big difference. When was the last time you changed your password?
General Interest: Home Is Where the Low-Cost Mortgage Is
Roughly 80% of homeowners have a mortgage interest rate below 5%, which is making it difficult to consider moving. What will happen if interest rates trend lower?
Product Position: How a Qualified Charitable Distribution (QCD) Works
A QCD allows you to donate directly from specific retirement accounts to qualified charities without recognizing the distribution as taxable income. Is it right for you?
