2017 Tax Forms

Financial Institutions generally issue 1099s and other tax forms in mid February of each year. You should expect to recevie your tax forms in the mail at the end of February or early March. For accounts held with TD Ameritrade, you can also access your tax forms on-line through their website: www.advisorclient.com

Tigger, Eeyore, and Retirement

Do you remember the show Winnie the Pooh? There were two characters that always intrigued me. Eeyore and Tigger. Tigger was a bubbly, excited, and cheerful tiger that loved life and bounced his friends continually. In fact he is quoted as saying “Once in a while someone amazing comes along…and here I am.” Eeyore on the other hand was a gloomy, pessimistic, and depressed donkey. Everything was half empty and there was always something that could be worse. Eeyore is quoted as saying this, “It’s snowing still, and freezing. However,” he said, brightening up a little, “we haven’t had an earthquake lately.”
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